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Saas

A collection of 4 posts
The Golden Age of Open Source Applications
Saas

The Golden Age of Open Source Applications

We are seeing a Cambrian explosion of open-source software applications. I have written before about how AI has made software dramatically easier to build. A developer can now create in days what used to take a small team months. The cost of producing code is heading toward zero. But
19 Aug 2026 6 min read
Where Should Your Company’s AI Brain Live?
ai

Where Should Your Company’s AI Brain Live?

Companies are scrambling to build AI brains. Most are choosing where it lives by accident, before they understand how hard it will be to move.
27 Jul 2026 8 min read
SaaS Still Has a Moat. Just Not the One We Think.
Saas

SaaS Still Has a Moat. Just Not the One We Think.

SaaS’s real moat is learned behavior, not locked-up data. That buys incumbents time—but agentic context layers are already beginning to dismantle it.
15 Jul 2026 7 min read
Saaspocalypse: Real Or Hype?
ai

Saaspocalypse: Real Or Hype?

Everyone is talking about a Saaspocalypse - the end of SaaS as AI takes over software development. Is that real or just hype? Here is what I actually think is happening. In the pre-AI-coding days, reproducing software was hard and expensive. You had to hire a team, raise funding,
20 Mar 2026 6 min read
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