Writing
Insights
Essays and analysis on software, AI, fintech, and the companies we believe will define the next decade.
Jay Jensen · Aug 28, 2025
Will AI Kill SaaS? Not Entirely—But It's Reshaping Who Wins and Loses.
AI will retire some horizontal tools in the hands of capable, mid-to-large tech-first companies. It will also make great vertical SaaS more valuable than ever.
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Jay Jensen · Jun 16, 2025
Stablecoins, Interest Rates, and the Circle Conundrum
As stablecoins surge into the mainstream, Circle's IPO raises an important question: is this the future of finance—or a yield-dependent house of cards?
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