Writing

Company watch

The Subscription Model Built an Industry. AI Is Now Breaking It.

SaaS spent 20 years perfecting a revenue model that AI just made obsolete.

July 1, 2026
Adoption

Building the Product Is No Longer the Hard Part

The bottleneck moved. Most people haven't noticed.

June 7, 2026
Adoption

The adoption gap nobody budgets for

Enterprises buy software at the speed of procurement and absorb it at the speed of trust. The gap between those two velocities is where most transformation programs quietly die.

June 1, 2026
Hyperscalers

The Data Centre Was Never the Business. It Was Always the Moat.

AWS, Azure, and Google Cloud didn't just evolve into AI companies. They had no choice.

May 31, 2026
Frontier models

Agentic AI meets the change request

The most interesting thing about agentic AI isn't what it can do autonomously. It's what happens when it hits the first approval gate.

May 18, 2026OpenAIAnthropic
Human behavior

Why good products lose to familiar ones

Superiority is not enough. The switching cost is never just the price of the new tool — it's the accumulated fluency with the old one.

April 22, 2026