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Scoring SaaS Survival: The VAR-Resistance Scorecard (Pt.1)
Agentic AI is forcing SaaS down one of three routes: full replacement, headless survival, or owning the agentic layer. Part 1 maps the paths and scores 22 public SaaS names on our VAR-Resistance Scorecard — only two emerge as Agentic Compounders.
Jensen's Polite Warning: The Coming VARification of Software
Jensen Huang politely predicted software companies will become "VARs of AI tokens" — a 90% valuation compression delivered with a smile. As AI collapses the cost of building and maintaining software, the industry's brain moves to the model labs, and everyone else fights over the limbs.
SysMoore & Energy (Pt.3)
SysMoore’s hardware renaissance meets the energy wall — how AI compute’s explosive growth is forcing a fundamental rethink of power infrastructure, unlocking nuclear and natural gas tailwinds amid persistent buildout constraints.