GeoAI and the Soft Middle of the Geospatial Market

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

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