Thoughts on technology, AI, and enterprise software
The Half Trillion Overreaction: Why AI Agents Won’t Kill SaaS Following Anthropic’s recent agentic announcements, software stocks didn’t just stumble — they capitulated. Investors didn’t just sell; they reassessed the...
Source: DALL-E Something unreal has happened with Chat-GPT, it took 5 days for the app to reach a million users and two months to reach 100 million users. Unlike other...
Today, as the speed of innovation accelerates, building market-winning products is no longer a function of adopting basic lean principles and agile development processes. Instead, companies that win and out-innovate...
AWS has come a long way since its introduction in 2006 with about ~60B in revenues and ~30% growth rate today. To put into perspective the magnitude and rate at...
Kubernetes, and cloud native is without a doubt the single most important community project today. It’s driving not not the speed of digital transformation across industries, but also disrupting multiple...