Tag: SaaS

  • 🤖 Valiantys-Glean Partnership Bets That Cross-Platform Knowledge Graphs and Behavioral KPIs Are What Move Enterprise AI Past Pilots

    Original: Enterprise AI is still stuck at experimentation – Valiantys and Glean think they know why by diginomica. Summarized by AI on June 3, 2026. Most enterprise AI pilots stall, and the diagnosis from Nathan Chantrenne, Chief AI Officer at Valiantys, is that the field measures the wrong things and fragments its tooling. The dominant…

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  • AI Is Normal Now – The Enterprise Is Not

    AI Is Normal Now – The Enterprise Is Not

    Original Content Enterprise AI needs new apps, enterprise AI doesn’t need new platforms – I’ve been circling a theme this week after reading “AI as a Normal Technology” (Spring, 2025). This is some stream of conscious on it. Enterprises are gonna enterprise-y, especially with AI. Also available in LinkedIn, if you prefer that kind of…

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  • Two theories of the AI investor spook-out

    Two theories of the AI investor spook-out

    First, there is the fear that AI generated apps will replace existing software companies. This from Benji Edwards at Ars: These releases occurred during a week of exceptional volatility for software stocks. On January 30, Anthropic released 11 open source plugins for Cowork, its agentic productivity tool that launched on January 12. Cowork itself is…

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  • Lots of yes-but’ing here, inc. this gem for y’all security folk: Wall Street doesn’t understand the reluctance of enterprise CIOs to trust startups with mission-critical data or value the expertise needed to run SaaS reliably at scale as much as the shiny new thing. 🔗 A day of reckoning for the AI boom

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  • AI won’t replace you. Your boss using AI to cut costs will. Your boss is not incentivized by utopian imagination, he is incentivized by showing his boss a lowering of costs so he can keep his job and lifestyle. The miraculous science fiction future AI shills often proselytize will not be realized in the halls…

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  • SaaS businesses not looking good now: Traditional estimates for this scope of work: Method Estimate COCOMO (lines-based) ~20,000 hours Feature decomposition ~9,000-12,000 hours Industry benchmark 5-6 years solo, 12-15 months with 5 junior engineers Traditional cost $750,000 – $1,500,000 What I spent: $1,800. That’s a 99.8% cost reduction. It’s also not a fair comparison—traditional development…

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  • Cloud Foundry is alive and well, running lots of really important shit

    Cloud Foundry is alive and well, running lots of really important shit

    Here’s my talk from Cloud Foundry Day. It’s four stories of large organizations using Cloud Foundry: Three are banks, and one is a German tax accountant and back-office SaaS. I start talking about the value of case studies for enterprise software. The opening keynote was from the German police, the Bundeskriminalamt (BKA). We used to…

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  • Would you like to hug a cow?

    Would you like to hug a cow?

    Cows, IoT, and ML On this week’s Software Defined Interviews, Whitney and I talked with my friend Saad. We mostly talked about the irresistible topic of monitoring cows, which he did at his previous startup: In this episode, Whitney and Coté speak with Saad Ansari, a product manager at Databricks, about his fascinating journey from…

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  • Atlassian acquires DX, a developer productivity platform, for $1B – That’s a good match, and a quick exit.

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  • Kubernetes Isn’t Enough for a Production-Ready Platform – Yeah. You should buy your platform instead of build it.

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  • FinOps Foundation’s FOCUS 1.2 Expands to SaaS, PaaS – Update from FinOps land. Still seems like a lot more people could be doing it.

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  • Heroku’s Strategic Refresh Signals Renewed Investment from Salesforce – Overview of “the new” Heroku, plus risks.

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  • How Cloud Ingestion Pricing Eats Your Budget – ”Essentially, yes, the cloud can be cheaper — but only if you’re using it the right way.”

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  • Modern Work Fucking Sucks. – Attack of the SaaS productivity apps. // Maybe it’d be better to just use one suite of tools: Office 364 or Google Apps, i.e., the #defaultslifestyle. // It’s easy to fall into the habit of planning and showing progress in work instead of just doing the work.

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  • The Cloud Foundry Renaissance, Julian Fischer, CF Day EU 2024 – This is a good talk, content wise and also structure wise. It has a point of view, a vision, finds a problem, and then launches a product.

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  • Platforms Engineering – Not a fan: “Platform engineering isn’t gluing a bunch of off-the-shelf tools together. More templates, variables, and YAML isn’t going to make it easier for application developers to deploy faster, reduce cognitive load, and still innovate (a topic for another time). And the CFO isn’t going to fund multiple platform teams–at least…

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  • Charles Schwab Adopts PostgreSQL (With VMware Tanzu) – Why Charles Schwab chose Postgres over Oracle, and chose to pay for Tanzu Data Services support.

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  • 5 Lessons For Building a Platform as a Product – They’re doing a good job trying to evolve the Pivotal Cloud Foundry philosophy of platforms. // “I talked to a CTO at one of the world’s top banks, who explained that he loved what Cloud Foundry could do but wondered what would work for the…

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  • Cloud Foundry in Action: Real Customers Stories from Cloud Foundry Day – ”We run a tremendous number of applications on top of Cloud Foundry. The ones that really impress me might surprise some people. It’s not just Black Friday sales but also the Amazon Prime events. When these events kick off, there’s an incredible surge…

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  • Docker Launches 2024 State of Application Development Report – Survey for future newsletter analysis.

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