Tag: SaaS

All the articles with the tag "SaaS".

• Return on Intelligence, Part 8: The New Power Map

  Published: 16 May, 2026 |  at  08:00 PM

  The final part of a long-form essay series mapping the likely winners and losers after the AI bubble breaks and the mature AI economy begins.

• Return on Intelligence, Part 6: Breaking Point

  Published: 16 May, 2026 |  at  06:30 PM

  The sixth part of a long-form essay series. The market does not stop believing in AI. It starts doubting who owns it. The pressure map showing how multiple assumptions can weaken at the same time.

• Return on Intelligence, Part 4: SaaS Was a Compromise

  Published: 16 May, 2026 |  at  03:00 PM

  The fourth part of a long-form essay series arguing that SaaS is more vulnerable to AI than many people believe because SaaS won partly because custom software was too expensive. That compromise is now being repriced.