Capability contracts for the post-app era
The 2026 device-and-OS shift moved the buyer one layer up: the assistant in the operating system, the notebook and the phone decides which portal to call. The three consequences for SaaS in the next two quarters, the four-artefact capability contract buyers are asking for by name — capability manifest, intent registry, tool catalog with permission scope, per-agent telemetry — and the anti-patterns that quietly retire a portal.
12 minWhen inference owns your margin: compute as the 2026 moat for document AI
Record-breaking AI capital — an US$ 122B round at US$ 852B post-money, US$ 200B+ in committed compute, an OCR floor sliding to US$ 2/1,000 pages. The three decisions a CIO and a CFO have to make now, the five-line cost build-up procurement is asking vendors to show, and the two vendor profiles most likely to get squeezed in the next 12–18 months.
12 minAgent-as-user: the post-app B2B portal
A measurable share of B2B portal sessions in 2026 originate from an assistant acting for a logged-in buyer. Six surfaces an agent actually needs, four moves in the playbook that ships, and the anti-patterns that quietly disqualify a portal.
11 minThe AI ROI gap: what the 29% do differently
Enterprise AI budgets jumped 65% to US$11.6M, but only 29% report meaningful ROI and 42% have abandoned most of their initiatives. Four traits separate programs that pay back from those that quietly stalled.
10 min