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Ali on Tech

Ali on Tech

aliontech.substack.comSource feed ↗11 episodes

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The Anatomy of an AI-First Tech Consultancy

A blueprint for the technology consultancy in 2026

The Agent-Native Stack

Four archetypes of post-SaaS software, and who wins which

Build Is Back

The inversion of a twenty-year enterprise truism

Horizontal vs Vertical AIs

Who will win?

The Agent Identity Crisis

Agent IAM - the single most important unsolved problem in enterprise software

System of Record, System of Action, System of Judgment

A three-layer map of where enterprise software is actually going

The Data Moat Was Always a Myth

What actually protects enterprise software companies in the age of AI

AI Breaks SaaS Gross Margin

The unit economics of AI software don't look like the unit economics of SaaS

LangGraph vs Microsoft Agent Framework: Design Your State First, or Discover It Later

At some point in building an agentic system, you will hit the same wall.

"SaaS Is Dead" Is Half Right

The unbundling cycle comes for software, again

If AI Can Build Everything, Why Do Enterprises Still Buy SaaS?

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.