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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

Relevant to your interests, Friday

A Coxswain on Your Shoulder - AI as executive coach. Primary tip: listen more before you ask questions. Big Blue Poised To Peddle Lots Of On Premises GenAI - Welcome to the last 18 months of labor-intentive services - “Legacy delivery models focused on bums-on-seats aren’t relevant anymore, and services firms must reinvent themselves to survive. Those who don’t will quickly find themselves obsolete, as 75% of the Global 2000 recently declared in our Pulse Study” Deploying Moltbot (Formerly Clawdbot) - Good round-up of Clawdbot/Moltbot.
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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 of SaaS companies, because the incentives for that future do not exist in a capitalist framework.

🔗 AI at work is anti-labor by design

How much does it cost to build an internal developer platform? - Tanzu Catsup

This week’s Tanzu Catsup is about how much you need to pay people to build your own internal developer platform: I think building your own platform is a terrible idea, especially for larger organizations. My co-host Tony ran the platform for Home Depot and now talks with other platform teams a lot, so I wanted to get his take. Here’s an excerpt if you prefer something shorter. This is our seventh episode, and they’re getting better and better.
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You need to write SEO and enterprise research text for AIs now, in addition to humans. Does this mean separate pages, often hidden from humans like we see for search engine SEO? Probably.

A Gartner survey of 377 U.S. consumers, conducted in June and July 2025, revealed that rather than shortcutting decisions, AI features are lengthening the research journey. Thirty-one percent of consumers surveyed say AI summaries cause them to spend more time searching for information, compared to just 16% who spend less. Over two-thirds continue past Google’s AI Overview, signaling that summaries are not the final answer. When researching purchases, 31% of consumers consider more product options due to AI overviews, versus only 7% who consider fewer.

And:

“Winning visibility now means optimizing for both AI-driven answers and classic search results, with content that is specific, conversational, and trustworthy. That means refreshing content regularly across search, social, and retail platforms, as well as investing in comparison tools, FAQs, and reviews to meet consumers' demand for deeper research and broader consideration sets.”

From: Gartner Survey Finds Only One-Third of Consumers Say GenAI Rivals Search Engines; Marketers Must Optimize for Both AI-Driven and Traditional Search

Relevant to your interests, Wednesday

How the 1944 CIA Sabotage Manual Accidentally Became Your Software Acquisition Playbook - as always, have less meeting. Stellan Skarsgård: ‘Don’t try to be perfect. Tell your children: I’m sorry, I’m a piece of crap, but I love you’ - “I believe that art is important because it allows you to see the world through someone else’s eyes. What language can’t explain, art can.” Every data centre is a U.
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