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Taking stock of the SaaSpocalypse
I unpack what this month’s software selloff is pricing in, and who stands to win as the seat model breaks.
Feb 28
29
1
1
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Context graphs, one month in
What we've learned since the essay went viral
Jan 31
28
1
1
Why context graphs are the missing layer for AI
I invited Jamin Ball (Altimeter) and Animesh Koratana (PlayerZero) on the pod to discuss.
Jan 16
5
1
Where AI is headed in 2026
I grade my 2025 predictions and make 8 new ones.
Dec 30, 2025
13
3
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AI’s trillion-dollar opportunity: Context graphs
Salesforce knows what happened. It doesn't know why.
Dec 26, 2025
32
5
2
Narrative power in the AI era
AI is both a technology and a story we’re telling
Nov 26, 2025
8
1
What it takes to build AI agents that actually work
Getting to 80% takes 20% of the effort. Getting to 99.9% is 100x harder.
Nov 1, 2025
10
1
The new rules for startup CEOs
How AI is changing startup leadership, and what founders can do about it.
Sep 27, 2025
8
1
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B2BaCEO by Ashu Garg
Exploring the B2B founder's journey and all things enterprise software
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