- 11 May 2026
Where this goes next: the system of action
Systems of record are not going anywhere. What changes is the layer above them: the system of action that reads, acts, writes, and stays accountable for the result. - 9 May 2026
The state of enterprise AI in 2026: a map
Five delivery models are bidding for enterprise AI budgets in 2026: Big-4 transformation, AI boutiques, SaaS copilots, in-house teams, and AI roll-ups. None serves the largest segment. - 7 May 2026
SaaS is dead: long live services-as-software
Two trillion dollars came off software stocks, the steepest non-recession drawdown in decades. The repricing names what comes after SaaS: services-as-software, where the customer buys the outcome and AI delivers it.