Category
Industry & Markets
How AI rewrites the unit economics of software businesses that run physical-world operations: vertical SaaS, voice agents, local services, PropTech and beyond.
7 articles in Industry & Markets
Industry & Markets
SaaS Isn't Dead. Hollow SaaS Is.
AI won't kill all SaaS. It will kill hollow SaaS. The distinction between workflow-embedded platforms and CRUD apps will determine who survives.
6 Apr6 min read
Read →
Industry & Markets
The Search Box Is Dead: How AI Will Eat the Property Portal
The traditional property portal is a database wrapper that shifts the cognitive load entirely onto the buyer. AI is about to collapse that model completely.
1 Apr6 min read
Read →
Industry & MarketsDeep dive
Two Production SaaS Platforms, One Builder: Solo Vertical SaaS
50+ AI features, 6 LLMs, native mobile, Stripe billing. Two vertical SaaS platforms built solo to prove the one-person product company model transfers.
27 Mar10 min read
Read →
Industry & MarketsDeep dive
Voice Agent Playbook: AI Phone Calls in Production
I built AI voice receptionists that handle real phone calls for real businesses. Latency, conversation flow, graceful handoff. Here's what actually matters.
24 Feb11 min read
Read →
Industry & MarketsDeep dive
The Cartel Problem: Why AI Stalls at the Industry Gate
AI's biggest obstacles are not technical. They are structural: professional guilds, regulatory capture, procurement inertia, and incumbents profiting from it.
22 Feb10 min read
Read →
Industry & Markets
The Data Moat Illusion: Why Incumbent Proptech Companies Are Vulnerable
For decades, companies like CoreLogic built massive moats by accumulating proprietary structured property data. Visual intelligence just evaporated that advantage.
15 Feb6 min read
Read →
Industry & Markets
Google's Real Estate Listings: Why Aggregators Should Worry
Google is testing native property listings in search. AI broke the constraint that stopped them in 2011. The aggregator model dies when the user is an agent.
12 Jan8 min read
Read →