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 →

Applicability of Small Models for Agentic QA

I've been doing some recent work related to automating QA in AI workflows. Most recently, I built a small jury pool app to assess agreement across generated outputs, which got me interested in small models. It's a necessary step to ensure quality and precision, and it well-trodden by research. After running down a few rabbit … Continue reading Applicability of Small Models for Agentic QA →

What Spatial Finance Cannot See From Orbit

For eighteen years, I drove past the Morgantown Generating Station on my way to work. Its stacks were part of the background geography of my daily life, sitting along the Potomac River in Newburg, Maryland. Like many pieces of industrial infrastructure, it was both conspicuous and easy to stop seeing. It was just there. Then, … Continue reading What Spatial Finance Cannot See From Orbit →

Plausibility Is Not Provenance

Open a dataset of building footprints for a mid-sized city in sub-Saharan Africa. The polygons are clean. They snap to grid, close correctly, and sit at plausible addresses. Run them through any geometry validator and they pass. Load them in QGIS and they look, to every reasonable inspection, like a map. Some of them may … Continue reading Plausibility Is Not Provenance →