Suppose you’ve built an AI tool that drafts documents that are genuinely open-ended, e.g. a business case for entering a new market. Consistency and quality of the tool’s output are important to you, so you want to measure its quality systematically rather than take it on
Imagine that you’re a business leader about to sign a deal for an AI tool that drafts business cases. Ask it a specific question - “Should we enter this market?” and it evaluates the problem within the context of your company's situation and its industry and comes back
[This article was originally posted on LinkedIn on Feb 20, 2026.] 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
[This article was originally posted on LinkedIn on Jan 16, 2026] 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&
[This article was originally posted on LinkedIn on Sep 10, 2025.] Every B2B software company racing to implement AI today faces the same hidden challenge: their data architecture wasn't built for this. The systems that worked fine for deterministic software start breaking when AI enters the picture, creating
[This article was originally posted on LinkedIn on Aug 12, 2025.] Introduction: From Shadow IT to Ecosystem Play Much like the worldwide web before it, Generative AI is creating a fundamental shift in how technology companies operate and compete. But unlike previous technology waves that required deliberate adoption decisions, GenAI
GenAI
Read the code once, and get a map, a review, and a glossary out of a single pass.
Musings on Technology and AI.
[This article was originally posted on LinkedIn on Jan 26, 2019.] The life of a software technology leader is an interesting one. There are so many competing priorities, requests (and yes, demands!) coming from the business, your boss, your peers from other functions within the company, and from your own
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
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:
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
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 govern
[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 them. When
[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.