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fromSubstack
1 week ago

Mega IPOs, AI at Work and Why Everyone's Exhausted - Episode 181

Mega IPOs like OpenAI and SpaceX are creating a gravity well in the public markets, what that means for smaller companies waiting to go public and whether the IPO pipeline is actually reopening in 2026. They also dig into the growing tension inside software companies as AI agents begin to threaten seat based pricing models and what recent disclosures are quietly admitting about the competitive risks.
Retirement
Software development
fromMedium
5 days ago

The last interface, sycophancy in AI, design is how it wins

AI will make software development so inexpensive that SaaS companies face existential threats through self-cannibalization, fundamentally transforming the software industry by 2028.
Business
fromHelen Min
2 weeks ago

Software isn't dying, but it is becoming more honest - Helen Min

SaaS's subscription-based billing model is evolving beyond fixed seat-based pricing toward usage-based and outcome-based billing models that better align costs with actual value delivered.
Tech industry
from24/7 Wall St.
2 weeks ago

On Second Thought, Don't 'Learn to Code:' Why You Should Still Avoid NOW, TEAM, and CRM

AI threatens software-as-a-service companies relying on per-user pricing models as AI agents automate entire workflows without requiring human logins or subscriptions.
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