Is it time to move on from Agile software development to just-in-time development in the age of AI? Agile was built for a world where the bottleneck was teams of humans writing code. So we built the machinery to manage that constraint: sprints, stories, epics, release cycles, and all the
The impact of AI on SAAS will look very different depending on the time horizon: a near-term repricing of software economics, and a longer-term shift in what “applications” even are. Much has been written lately about the “death of SAAS”. There are strong opinions around two extreme positions: -- The
Software needs a new business model! What is crystallizing for me is that we may be seeing a regime change in the software industry. The past decade+ saw the huge success of asset-light SAAS companies, with low capital intensity and high human capital requirements. Under those conditions, a bigger team
Foundation Capital's recent piece on context graphs named something important: Enterprise AIs need systems of record for decisions, not just current state. The decision traces that currently live in Slack threads, deal desk conversations, and inside people's heads - the exceptions, overrides, and precedents that actually
[For the earlier posts in this series, check out: Part I - The Rise of Stablecoins and Part II - AI Agents Get A Wallet] As we explored in the previous post, the infrastructure components are ready: stablecoins provide the payment rails, and AI agents have the intelligence to use
[Continued from Part I: When AI Meets Money: The Rise Of Stablecoins] Imagine this: An AI agent analyzes market data, identifies an arbitrage opportunity, and needs to purchase a specialized dataset to confirm the signal. The window closes in seconds. But in the world of traditional finance, the agent can&
JPMorgan began rolling out its digital dollar token to institutional clients last month, enabling instant, 24/7 settlements on public blockchains. Although JPMorgan CEO Jamie Dimon has been a longtime crypto skeptic, the bank is now acknowledging the inevitable: stablecoins are on their way to becoming the foundation of the
Adoption of Generative AI into Enteprise B2B companies follows common patterns and takes longer than one would expect.