Building both a services firm and SaaS products taught me the real edge isn't choosing — it's combining cash flow, customer insight and scalable software.

Enterprise ​tech's selloff isn't over, ⁠with SAP ​and Salesforce still down ​25% this year. Investors doubt incumbents can ​be AI ​winners. But they could be, ‌if ⁠they can get familiar with a word ...

What we are witnessing is not the end of SaaS, but its transformation.​ ​A Narrative Shaped By Disruption And Correction Over ...

Samsara (IOT) analysis: why SaaS multiple compression may be overdone, switching costs & AI upside, plus catalysts and ...

As investors panic over an AI-driven “SaaSpocalypse,” the legend enterprise software CEO explains what AI agents can and ...

After 30 years in private markets, including work at Morgan Stanley and Bear Stearns, and later managing funds and advising ...

For decades, Indian IT firms sold scale. More engineers meant more revenue, larger teams meant larger contracts, and labour ...

AI agents are forcing enterprise software companies to defend the business model that made them rich: charging for every ...

Q2 2026 Earnings Call May 7, 2026 5:00 PM EDTCompany ParticipantsEdward West - CEO & DirectorDavid Lyle - Chief ...

OpenAI is forming a new company to deploy AI, and the other labs aren’t far behind, reinforcing the thesis that AI’s impact ...

Not taking into account the impact of the silver price, all businesses continued to show working capital improvement compared ...