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Featured/Field Notes

Tasks Accelerate

Why enterprise agents won't follow the curve we just watched in code.

Sanej Bandgar·
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A cobalt paper path forming a sequence of accelerating curves.

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Field Notes

Four Kinds of SaaS in the AI Era

A market map of where software businesses are holding up and where they are under pressure.

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Innovation & Strategy

The Regulated Digital Dollar: A Strategic Analysis

Understanding USDC and the future of digital currencies for enterprise treasury, payments, and financial innovation.

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Resources

Assessments and downloadable analysis.

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The Regulated Digital Dollar

Strategic analysis of USDC and digital currencies for enterprise treasury.

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