The SaaS sector has recently shed over $1 trillion in market capitalisation since the start of 2026. The market’s verdict has been swift, simple, and almost unanimous: AI code agents are about to commoditise every software product on...
ChatGPT launched in November 2022 and hit 100 million users within months, kicking off a whirlwind AI trade — from ’s massive rally to more recent turbulence in software stocks. Despite the flurry of headlines this week, one...
Tougher lending standards, sharper yield curves, and banks handing back cash with conviction have swiftly overtaken what once appeared to be a sluggish, low-rate world. sits at the heart of this shift. I’ve long viewed it as the...
