8 PIECES
The $2T correction in enterprise software — who's leaving, what they're saving, and what replaces the subscriptions.
The SaaSpocalypse: What $2 Trillion in SaaS Losses Means for Your Business
What is the SaaSpocalypse? The 2026 software correction that erased $2 trillion, why it happened, and what it changes for companies renting their stack.
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- 01 The SaaSpocalypse Is "Over." The Problems That Caused It Aren't.
- 02 The Great Repatriation: Why Enterprises Are Pulling Data Back from the Cloud
- 03 $300K Saved, Zero Vendors Asked: What Mid-Market SaaS Replacement Actually Looks Like
- 04 35% of Enterprises Have Already Replaced a SaaS Tool. Should You?
In this collection
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The Sunday Briefing.
One email a week. Strategic analysis, architectural teardowns, and insider intelligence for companies building outside legacy software.