Vibe Coding, AI Disruption, and the Restructuring of the SaaS 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 →

AI Data Centers and the Risk of Stranded Infrastructure

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 →

Life After AI

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 →