A geospatial career journey
My recent essay on the SaaS market argued that AI pressure is unlikely to apply evenly. The exposed segment was products in the middle of the market that are expensive enough to prompt examination, bounded enough to cleanly emulate, and shallow enough in terms of integrations that rebuilding them would not be outrageous. They were … Continue reading GeoAI and the Soft Middle of the Geospatial Market
In early February 2026, a sharp software-sector selloff, widely described in market commentary as the "SaaSpocalypse," erased hundreds of billions of dollars in SaaS and software-services market value. Anthropic's release of Claude Cowork plugins gave investors a concrete example around which to reprice a concern that had been building for more than a year: AI-assisted … Continue reading Vibe Coding, AI Disruption, and the Restructuring of the SaaS Market
Introduction The current data center boom appears to be an early-stage, brute-force response to the first wave of artificial intelligence demand. The market has encountered a rapid increase in demand for training, inference, and AI-enabled cloud services, and the immediate response has understandably been physical scale in the form of larger campuses, more megawatts, denser … Continue reading AI Data Centers and the Risk of Stranded Infrastructure
A few weeks ago, I was on a catch-up Zoom call with a friend I hadn't chatted with in a while. He made mention of the recent uptick in my blogging activity and then, very good-naturedly, took me to task for using footnotes and citations. He joked that he was going to have to level … Continue reading On Essays
Every general-purpose technology reaches a point where it stops being the subject and becomes part of the foundation. The web passed through it, as did virtualization, the relational database, and cloud infrastructure. Few people now describe a product as running "in the cloud" as though that were the noteworthy fact about it. The capability has … Continue reading Life After AI