INSIGHTS

Field-level Perspective.

We share our latest thinking on what makes software businesses durable, how technology platform shifts create and destroy value, and what real transformation requires.

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Latest Insights.

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Cloud Modernized the Stack. AI Rewires the Enterprise.

Cloud Modernized the Stack. AI Rewires the Enterprise.

Insights on private equity, vertical software, and the operating playbooks driving differentiated value creation in the AI era.

February 13, 2026
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cloud-modernized-the-stack-ai-rewires-the-enterprise
The Incumbent’s Dilemma in the Age of AI

The Incumbent’s Dilemma in the Age of AI

Why software incumbents can’t postpone transformation anymore

February 6, 2026
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the-incumbents-dilemma-in-the-age-of-ai
SaaSpocalypse or Sorting?

SaaSpocalypse or Sorting?

Citrini’s thought experiment isn’t prophecy, but it shows how markets are starting to think.

February 27, 2026
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saaspocalypse-or-sorting

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