8 articles tagged Platform Disruption

Product management is escaping tech. HVAC companies, PE portfolios, regional banks, and schools are about to hire their first PM. The discipline is leaving.

Energy, chips, systems, models, applications. Every layer matters. Only one pays compounding returns. A framework for picking yours.

AI won't kill all SaaS. It will kill hollow SaaS. The distinction between workflow-embedded platforms and CRUD apps will determine who survives.

Everyone is asking which AI agent is best. The real question is which platform agents will work from. The answer is whoever owns the queue.

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.

Zillow, Redfin, and Homes.com have all bolted conversational UI onto their portals. It's an impressive technical feat that completely misunderstands how people want to buy houses.

For decades, companies like CoreLogic built massive moats by accumulating proprietary structured property data. Visual intelligence just evaporated that advantage.

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.