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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.
Photonics: OCS Roadmaps and Market Dynamics (Pt.4)
OCS roadmaps are splitting by workload: high-radix MEMS for scale-out and training, lower-latency silicon photonics for inference scale-up. Part 4 examines Google’s V8i push, NVIDIA’s dual CPO+OCS approach, market growth to $2.5B+, and whether microLED can solve short-reach constraints.