MARCH 20, 2026
The Pricing Power of Agents
Agent pricing reveals whether you're solving scarcity or creating disruption - and the market rewards these very differently.
Saas
MARCH 1, 2026
Databricks Overtakes Snowflake
Databricks has overtaken Snowflake in revenue. AI turned unstructured data from liability to asset, flipping the data warehouse market.
FEBRUARY 9, 2026
Can You Fly That Thing?
AI skills are programs written in English that give agents capabilities instantly. Like Trinity downloading a pilot program, skills encode institutional knowledge in executable form.
JANUARY 21, 2026
When the Market Questions Relevance
The 2016 SaaS crash was a valuation reset. The 2026 decline questions relevance. Revenue growth explains everything : companies above 20% are up, those below are down.
JANUARY 10, 2026
Open APIs Are Over
Salesforce, Datadog & Epic are locking down APIs. AI accelerates development, enabling incumbents to compete with partners. Platform businesses minted billions, but that ground is shifting. Here's the offensive response.
JANUARY 9, 2026
Trajectory
The competitive edge has shifted from adopting software to mastering how it's used. Trajectory data, the path users take through tools, is becoming the new moat for AI products.
OCTOBER 27, 2025
The Growth Premium Persists in SaaS Valuations
Public SaaS multiples have stayed in a narrow band since 2022. AI & non-AI companies trade at similar valuations despite different pricing rules. The growth premium persists in private markets where hyper-growth unicorns command premium valuations.
OCTOBER 3, 2025
Circular Financing: Does Nvidia's $110B Bet Echo the Telecom Bubble?
Nvidia's $110B vendor financing strategy mirrors Lucent's telecom bubble playbook. Analyzing customer concentration, GPU-backed debt, depreciation schedules & cash flow patterns to assess AI bubble risks.
SEPTEMBER 23, 2025
Is T3D2 Dead? Has AI Killed It?
AI companies like OpenAI & Anthropic are growing at unprecedented rates, far exceeding traditional T3D2 frameworks. Explore how AI transformation, larger contracts, & defensive incumbents are reshaping growth expectations & IPO requirements.
SEPTEMBER 12, 2025
Coffee, Omelettes, and Five-Course Meals: A New Software Menu
Discover the rise of ephemeral software & instant questions that complement traditional SaaS. Learn how these short-lived AI applications are revolutionizing enterprise software development & user expectations.
