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Strategic insights on blockchain, AI, security, leadership, and career in an age of disruption.

Quantum Computing's Hidden Opportunity in Drug Discovery
June 05, 2026·5 min read
AI
Opinion

Quantum Computing's Hidden Opportunity in Drug Discovery

Quantum computing can accelerate drug discovery by simulating molecular interactions classical computers can't model. Learn why pharma leaders should balance security risks with transformative R&D potential.

Recent Essays

#business strategy

21 posts

Micropayments Will Kill SaaS Subscriptions
June 02, 2026Opinion

Micropayments Will Kill SaaS Subscriptions

Blockchain micropayments are disrupting enterprise software pricing models. Learn how pay-per-use will reshape SaaS like iTunes reshaped music.

SaaS 2030: How AI Agents Will Destroy Your Pricing Model
April 06, 2026Prediction

SaaS 2030: How AI Agents Will Destroy Your Pricing Model

AI agents will revolutionize enterprise purchasing by eliminating friction and demanding per-transaction pricing. Discover why your subscription model is already obsolete.

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

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, 2026Opinion

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, 2026Opinion

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 Disrupting Enterprise Sales
March 10, 2026Opinion

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.

AI Agents Are Your New Enterprise Buyers
March 09, 2026Opinion

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.

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

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.

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

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.

Why Per-Seat Pricing Is Becoming Obsolete
February 16, 2026Opinion

Why Per-Seat Pricing Is Becoming Obsolete

Stablecoins and AI agents are eliminating the infrastructure and cognitive bottlenecks that made subscription pricing necessary. The shift to granular, agent-driven purchasing is inevitable.

Server to Seat to Row: Enterprise's Next Pricing Shift
February 02, 2026Opinion

Server to Seat to Row: Enterprise's Next Pricing Shift

Enterprise software pricing is shifting from per-seat to per-transaction models. Leaders dismissing this change are repeating the same mistakes they made resisting cloud migration.

Superapps: Building Utilities vs. Casinos
January 06, 2026Opinion

Superapps: Building Utilities vs. Casinos

Nubank and Robinhood pursue opposite superapp strategies: one builds essential financial utilities for lifetime value, the other gamifies engagement. Which model actually wins?

Jay Schulman — Plan for Thursday