The Anatomy of an AI-First Tech Consultancy
A blueprint for the technology consultancy in 2026
Ali on Tech
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A blueprint for the technology consultancy in 2026
Four archetypes of post-SaaS software, and who wins which
The inversion of a twenty-year enterprise truism
Who will win?
Agent IAM - the single most important unsolved problem in enterprise software
A three-layer map of where enterprise software is actually going
What actually protects enterprise software companies in the age of AI
The unit economics of AI software don't look like the unit economics of SaaS

At some point in building an agentic system, you will hit the same wall.
The unbundling cycle comes for software, again

The recent wave of “vibe coding” has fueled a confident assumption: as software becomes cheap and fast to build, organizations will simply write their own and shed enterprise SaaS altogether.