AI Sep 1, 2026
The SaaS-pocalypse and the Jevons paradox
Eisman says SaaS is in trouble. SAP's CEO says the moat holds. Bessemer says the moat is gone. They are all right — they are looking at different moats. The Jevons paradox decides who wins.
I am exploring the space between why and why not.
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5 posts in this section.
AI Sep 1, 2026
Eisman says SaaS is in trouble. SAP's CEO says the moat holds. Bessemer says the moat is gone. They are all right — they are looking at different moats. The Jevons paradox decides who wins.
AI Jun 5, 2026
Everyone pastes their CV and a job description into AI and gets a polished, forgettable result. A career does not fit on two pages — so build an encyclopedia, let AI grill you for each role, and watch the CV improve.
AI Apr 18, 2026
Opus 4.7 launched, the internet exploded, and everyone missed the real story. The sycophancy problem, the compute crunch, and why the price of coding agents is about to go dramatically up.
AI Apr 14, 2026
The buy-vs-build line is moving again, AI coding is the landmark, and prompts are starting to replace code the same way C replaced Assembly.
AI Nov 15, 2025
AI is redrawing two old lines — "make or buy" and "software vs hardware." Software is getting faster to build; hardware is becoming strategic again.