The 4 Priorities of a Technology Leader

[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

Just-In-Time: SDLC In The Age Of AI

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 Death of SAAS (As We Know It)

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

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

The Missing Layer in AI Context Graphs: Collaboration and Process Flow

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

When AI Meets Money - Part III: The Autonomous Economy

[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

When AI Meets Money - Part II: AI Agents Get A Wallet

[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&

When AI Meets Money - Part I: The Rise of Stablecoins

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

The GenAI Adoption Pattern For B2B That Nobody's Talking About

Adoption of Generative AI into Enteprise B2B companies follows common patterns and takes longer than one would expect.