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The SaaS-pocalypse Isn’t Wrong. It’s Just Misunderstood.
A lot of people are reacting to the “SaaS-pocalypse” narrative as if it is exaggerated, sensational, or just another cycle of tech panic. I do not think that is entirely right. The real issue is not that software is suddenly going away. It is that one of software’s oldest assumptions is starting to break: the…
Code is going to be cheap. Judgment won’t be.
I’ve been thinking about where tech is headed, and the more I watch what’s happening with LLMs and vibe-coding tools, the more I feel like we’re misnaming the shift. People keep saying “software development is getting faster.” That’s true, but it’s not the main thing. The main thing is that the whole shape of building…
Stop Saying “AI in PE.” The Real Shift Is PE Becoming a Conviction Engine.
Everyone is talking about “AI in private equity” like it’s a feature upgrade: summarize the CIM, speed up diligence, draft the IC memo, search the data room faster. Yes—those are useful. But that framing is too small. AI doesn’t just make PE faster; it changes what PE is. It turns PE from a firm that…
Why agentic AI became the breakout trend of mid-2025
If 2024 was the year generative AI proved it could talk, mid-2025 was when agentic AI proved it could do. The market stopped obsessing over clever outputs and started demanding completed workflows. That single shift explains why AI agents became the loudest, fastest-moving trend across enterprise AI adoption. “The promise is not conversation. The promise…
A New Year. A clearer lens – 2026
As the year turns, I find myself connecting the dots across life, work, and leadership. Some personal resolutions I’m stepping into this year: • Keep innovating and learning at work and beyond. Growth comes from curiosity, consistency, and honoring your own pace.• Earn more, but give back meaningfully. Impact is about changing lives, not creating…
What Recent IT Services Acquisitions Really Tell Us
The recent acquisition activity in the Indian IT services industry has sparked predictable reactions—excitement in some quarters, skepticism in others. But looked at through an analyst’s lens, moves by companies like Tata Consultancy Services and Coforge are less about headline numbers and more about a deeper structural shift underway in the market. These deals are…