Why The Kimi Panic Is Misplaced

Every few months, there's an AI breakthrough from USA or China, which triggers another round of hand-wringing in India. The latest example is Kimi K3, a frontier LLM model released…

SaaSpocalypse Now – Part 2

In SaaSpocalypse Now - Part 1, we saw five updates on the SaaSpocalypse narrative: SaaSpocalypse shaaspocalypse Discounts ahoy AI hits point SAAS hard AI does more than coding SaaS can…

SaaSpocalypse Now – Part 1

In a series of posts published on this blog well before the term SaaSpocalypse was coined, I predicted that AI will kill many SAAS companies (see the RELEVANT READING section at…

Technology Matters – Until Cost Matters More!

Anthropic and other Artificial Intelligence labs have recently started charging customers for token usage in addition to per-seat subscription. This is like Prime Video asking paid subscribers to pay separately…