Announcements
The End Of The Audit As We Knew It
Technical due diligence was built for deterministic software. AI shattered that premise. Agents don't suggest—they act. The new audit must reach into probabilistic reasoning, inference economics, and semantic security. The report on the shelf is dead.
The Pricing Paradox: How Software’s Business Model Became Its Biggest Vulnerability
The transition to outcome-based pricing won't save software. It will reclassify it. When every AI action has a real compute cost, 80% margins become 60% — and a 60% margin business isn't software by Wall Street's standards. It is services.
Moats Built for Humans
Software moats—workflow lock-in, interface training, data silos—were built to stop humans. AI agents bypass all of it. The $300B wipeout was the market catching up to a structural shift.
SaaS Repricing: What Everyone Gets Wrong About "Software Is Dead"
AI doesn't kill software demand—it kills software scarcity. When a vertical SaaS tool's price drops from $5M to $50K, competition, not substitution, becomes the silent killer. The software industry isn't dying. It's being sorted.
The Efficiency Trap: China Won The Cost Curve, The US Owns The Cash Register
Everyone's arguing about who's winning AI. Meanwhile, OpenAI made $20 billion and lost $14 billion. Chinese startups burn cash even faster. The uncomfortable truth? Neither side knows how to make money from this yet. They're just losing it differently.