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77 posts

The Future of SaaS: From UI Lock-in to Commoditized APIs
March 30, 2026

The Future of SaaS: From UI Lock-in to Commoditized APIs

Explore how AI orchestration is transforming SaaS platforms into invisible infrastructure, reshaping enterprise software strategy and competitive positioning.

Banking's Future: Interface or Plumbing?
March 26, 2026

Banking's Future: Interface or Plumbing?

As AI agents and fintech apps become primary interfaces, banks face a critical choice: control customer relationships or become invisible infrastructure competing on margins.

SaaS Pricing in the Age of AI Agents
March 23, 2026

SaaS Pricing in the Age of AI Agents

Per-seat pricing collapses when AI agents perform 1,000x more actions than humans. Discover why usage-based models are essential for SaaS survival.

AI Agents Are Killing Enterprise Contracts
March 16, 2026

AI Agents Are Killing Enterprise Contracts

AI agents optimize every transaction by price, not loyalty. Enterprise agreements, relationships, and brand equity mean nothing to machines. Discover how to compete beyond cost.

AI Agents Are Breaking Vendor Lock-In Economics
March 12, 2026

AI Agents Are Breaking Vendor Lock-In Economics

AI agents are dismantling traditional SaaS pricing models by assembling best-of-breed solutions in milliseconds. Learn how usage-based billing replaces vendor lock-in.

AI Agents Are Disrupting Enterprise Sales
March 10, 2026

AI Agents Are Disrupting Enterprise Sales

AI purchasing agents evaluate vendors in seconds based on data, price, and speed—not relationships. Enterprise sales teams face extinction as loyalty becomes measured in milliseconds.

Why AI Makes Taste Your Most Valuable Skill
March 10, 2026

Why AI Makes Taste Your Most Valuable Skill

As AI automates execution, knowing what good looks like becomes your competitive edge. Learn how taste and decisiveness replace technical skills in the AI era.

AI Agents Are Your New Enterprise Buyers
March 09, 2026

AI Agents Are Your New Enterprise Buyers

Enterprise AI agents are making purchasing decisions based solely on data quality, price, and speed—rendering traditional sales relationships obsolete. Discover why your business model must evolve now.

How AI Agents Will Unbundle Data Subscriptions
March 05, 2026

How AI Agents Will Unbundle Data Subscriptions

Transaction costs, not value, keep data bundled today. AI agents will atomize purchases, collapsing subscriptions by buying only what's needed, when needed.

Enterprise Adoption Cycles: From Shadow IT to Market Dominance
March 02, 2026

Enterprise Adoption Cycles: From Shadow IT to Market Dominance

Explore the repeating pattern of grassroots adoption that forces enterprise transformation. Learn how usage-based pricing will reshape vendor relationships and procurement strategies.

Bloomberg's $24K Terminal vs. AI Agents: The Data Unbundling
February 26, 2026

Bloomberg's $24K Terminal vs. AI Agents: The Data Unbundling

AI agents are dismantling bundled financial data by enabling micro-transactions. Discover why Bloomberg terminals may become obsolete by 2030.

AI Disruption FUD Is Wrong—Here's What's Actually Worse
February 24, 2026

AI Disruption FUD Is Wrong—Here's What's Actually Worse

Forget dramatic AI disruption. The real threat is quiet margin compression and role obsolescence as incumbents absorb AI. Learn why noticing slow shifts beats panic.

Jay Schulman — Plan for Thursday