← Back to blog
Posts tagged: saas
August 5, 2026
Everyone Says SaaS Is Dead. It's Worse Than That.
SaaS the delivery model is fine. SaaS the business model, per-seat pricing, rigid feature sets, sales-led everything, is quietly falling apart, and the vendors know it. Here's what I think replaces it, with the disclosure that I have a horse in this race.
September 13, 2026Bending Spoons Bought Miro. They Have a List With 1,000 More Names on It.
Miro sold for about 2.3 times revenue, five weeks after Airtable went for 2.7x. Everyone will write about the fall from $17.5 billion. The multiple is the scarier number, and the list of who's next is public.