Diego Fernandez
Enterprise SaaS & Tooling Editor
Tests, ranks, and reviews AI tools so you don't waste your budget on demos that disappoint.
5 articles published
The Great SaaS Reset: Enterprise Software Trading Below S&P 500 for the First Time in History
B2B software equities have plunged 25% year-to-date as CIOs reallocate 40% of their budgets from per-seat licensing to AI tokens and outcome-based pricing. The structural model that built Salesforce, Workday, and a trillion-dollar industry is breaking down faster than anyone predicted.
4 min read
The $12 Million Interface Wager: Why Enterprise Software's GUI May Already Be Dead
Eragon's audacious funding round signals more than startup ambition; it represents the definitive rejection of three decades of software design orthodoxy. When enterprise buyers begin evaluating conversational interfaces against traditional dashboards, the unit economics that built a $600 billion industry collapse overnight.
4 min read
The Two-Trillion-Dollar Repricing: How AI Forced CFOs to Question Everything They Knew About Software Bills
Microsoft's forced AI bundling just triggered a $2.5 million increase on a typical $10 million enterprise agreement. CFOs are discovering their seat-based forecasting models no longer work when software charges by the token.
4 min read
The Death of the Seat: How the SaaSpocalypse Is Rewriting SaaS Unit Economics
More than $2 trillion in software market cap has evaporated since January. The culprit isn't bad earnings — it's the dawning realisation that AI agents are destroying the per-seat pricing model that built the entire SaaS industry.
3 min read
The Margins Are Gone: How AI Destroyed the SaaS Unit Economics Playbook
For two decades, SaaS founders built fortunes on 75–85% gross margins. That game is over. AI inference costs are eating into revenue like COGS did in the 1990s, forcing vendors to choose between razor-thin margins, usage-based pricing roulette, or exit. The founders adapting now will own the next decade.
3 min read