May 22, 2026·medium.com
AI Supercharges Incumbent SaaS
Enterprise SaaS companies are reporting that AI is not disrupting their core businesses — it is dramatically expanding them.
Q1 2026 earnings calls revealed five consistent themes:
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May 14, 2026·x.com
Headless SaaS: New Moats in the Agentic Era
Agents now read, write, and act directly on data through APIs, making the human-facing UI the weakest layer of enterprise software.
Traditional systems of record once derived defensibility from daily usage, muscle memory, undocumented workflows, and human-enforced data hygiene. Those advantages fade fast when agents become the primary users.