SaaS

Websites, search boxes and checkout pages are the part of the internet we see, and personal agents are about to remove them. What that means for consumers, SMBs and the still-open enterprise question.

AI cut the cost of shipping a product by orders of magnitude — for you and for the ten thousand companies next to you. So what's your business model, startup?

Most modern SaaS platforms are graveyards of disconnected data. A context graph reconnects it.

Falling markets for legacy SaaS and the daily advance of agents and models — an attempt to structure what's happening.

A thought experiment about the future of B2B sales when your SaaS platform becomes an active coach.

Imagine a sentry, ever-watchful — what it takes to give a SaaS platform genuine memory and reasoning.

For two decades the holy grail in B2B SaaS was to become the System of Record. That moat is crumbling.