Logo
Search
Home
Archive
Login
Sign Up
Logo

Archive

Edition 3

Jun 9, 2026

May 25 to June 7, 2026: Rethinking the end goal backwards vs automating the current process with AI • the case against 'agent' framing • why customer knowledge still reigns in vertical SaaS • making sense of the SaaSpocalypse • a case of caution towards AI-Native Services • the Entrata IPO • a quick share on outcome-based pricing

Read More

Edition 2

May 26, 2026

May 11 to May 24, 2026: The AI-native-services pivot • whether software is losing its head • Ken Griffin on agentic AI in finance • inference as a new kind of COGS • a Chenmark lesson in doing one thing well

Read More

Edition 1

May 12, 2026

April 26 to May 10, 2026: AI adoption as a Red Queen race • engineering orgs as bet-taking factories • the company as the last moat • the SaaS multiple reset • investing under real uncertainty

Read More

Blake's Newsletter

Explore

Home

Archive

Account

Subscribe

© 2026 Blake's Newsletter.
beehiivPowered by beehiiv