SaaS Survival Scoring Framework. How legacy vendors hold up as model companies expand into their territory.

Scoring SaaS Survival: The VAR-Resistance Scorecard (Pt.2) — Palantir, Datadog & Cloudflare

46 min · 15 Aug 2026

Part 1 mapped agentic disruption across SaaS with provisional scores. Part 2 deep-dives PLTR, DDOG, and NET: who owns the agent layer, who is durable plumbing agents pay for, and who is more exposed — so investors can see structural winners more clearly.

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.

29 min read 10 Aug 2026

20 min read 30 Jul 2026

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.

31 min read 21 Jul 2026

Portfolio Rebalance: Capturing the Next Phase of AI Infrastructure Buildout (Pt.2)

Part 2 of the rebalance deepens the focus on power electronics for 800V DC architectures, sharpens photonics conviction around hybrid bonding and space optics, and refines the neocloud and software allocations toward the highest-asymmetry names in the AI value chain.

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