Tag: software

All the articles with the tag "software".

• 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 5: Firmware

  Published: 16 May, 2026 |  at  05:15 PM

  The fifth part of a long-form essay series. Firm-ware is the operating logic embedded into the company itself. AI makes that logic programmable.

• 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.

• Return on Intelligence, Part 1: Echoes

  Published: 16 May, 2026 |  at  12:15 PM

  The first part of a long-form essay series arguing that the AI bubble will burst not because AI is fake, but because AI is real. This opening chapter uses lived experience from the dotcom bubble to explain why real paradigm shifts produce the most dangerous bubbles.

• Return on Intelligence: The Preface to an Eight-Part Series on the AI Bubble

  Published: 15 May, 2026 |  at  11:30 AM

  Preface to an eight-part essay series arguing that the AI bubble will burst not because AI is fake, but because AI is real enough to break the market's first ownership story.

• How Software Companies Die

  Published: 6 Jan, 2014 |  at  10:26 AM

  A humorous and insightful look at how software companies thrive and eventually decline, based on Orson Scott Card's analogy of programmers as domesticated bees and the inevitable corporate shift from innovation to bureaucracy.