Moats and Moonshots

Feb 22, 2026

Nobel Laureates, Economists, & the death of SaaS

The economics dictating SaaS's demise

Feb 8, 2026

Your AI System Can Explain Everything and Control Nothing

See it before it costs you

Feb 2, 2026

Your AI System Has a Half-Life. Know What It Is?

The real question is whether you built in a way that makes the next migration cheap

Feb 1, 2026

Decision traces - Who owns them? A Case for Enterprise Sovereign Systems

Invest in your sovereignty. Let your system constrain vendors, by design How do we buy software? A problem appears often, a category forms around it, and vendors emerge. A vendor is selected, and a contract is signed. In Your SaaS

Jan 11, 2026

Ten thousand dollar productivity > Million dollar transformation

Taste is the limiting factor, not tools or people "AI is changing everything" is a tiring trope, if we are not able to show concrete examples of how it changes daily work. Companies that want to open their

Jan 9, 2026

Billie - the billing and outage chatbot for utilities

Jan 8, 2026

Vina - AI that hires like your best hiring manager

Hiring should be better

Jan 8, 2026

See the market before it shifts

The Pharma Intelligent Research Assistant

Jan 8, 2026

AI Agents for Logistics - Transportation Management

We talk to Nitin Jayakrishnan, Co-founder and CEO of Pando

Jan 8, 2026

AI Replacing system of records

Intelligence through chat and ephemeral user interfaces and agents will take over work.

Jan 8, 2026

Lisa - the AI voice/text agent for utility billing companies

Dec 21, 2025

Context Engineering for AI is the Enterprise Version of "Santa is Real"

A POC does not an enterprise make