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VARs

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

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

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.

46 min read 15 Aug 2026

Scoring SaaS Survival: The VAR-Resistance Scorecard (Pt.1)

29 min read 10 Aug 2026

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

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.