A stream of semi-coherent takes on the things I find interesting right now.
For years, software spending has been trapped inside IT budgets—a nice, predictable little box, somewhere between 3-7% of revenue. A handful of industries—tech, banking, etc.—pushed that a little higher, but the game was always the same: software companies battling for a fixed slice of IT spend, adjusting pricing models to fit within whatever budgets were approved for the next cycle.
AI is about to flatten the playing field in ways we aren’t ready for. Right now, building a software product requires some level of skill—coding, design, marketing, operations. Even no-code tools have a learning curve. But that’s all getting vaporized.
Alright, hear me out. SaaS companies should probably start thinking about ditching credit cards and moving to stablecoin payments. Not today, not next quarter, but soon-ish. Because credit cards are a scam. Okay, maybe not a scam, but a wildly outdated and stupidly expensive tax on software businesses.
The past 15 years have been a beautiful, chaotic mess. The playbook for online growth was basically: find the new digital watering hole where attention is underpriced, figure out what the algorithm gods want, and exploit it until they inevitably change the rules. It was fun while it lasted.