Blake Jones

Edition 4

Jun 23, 2026

June 8 to June 21, 2026: The 'clearinghouse for agents' moat • the fast-but-narrow software rebound • two podcasts from Bill Gurley and Benedict Evans • quick hits on live-building software, the net-retention collapse, and a Claude-built sales-capacity model

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

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