WATCH AI SAAS

FEB 19, 2026Conviction

From SaaS to AI-First: How Companies Are Reshaping Innovation

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The SaaS-pocalypse Shift Traditional seat-based software models are facing an existential threat as AI moves the value proposition toward automated workflows and predictive outcomes.
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Market Cap Concentration The increasing dominance of tech giants within the S&P 500 is fundamentally altering the entrepreneurial ecosystem and the strategic timing for startup exits.
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AI Change Management Organizations are navigating a high-stakes transition in software development and sales, where AI-first architectures are rapidly replacing legacy digital transformation strategies.

FEB 26, 2026Conviction

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AI infrastructure financing is evolving rapidly through creative debt structures and GPU collateralization as capital expenditure is projected to hit $700 billion by 2026.
“The question isn’t who has the best model, but who has the most creative financing to build out AI infrastructure and beyond.”
— Sarah Guo
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Physical bottlenecks including power grid distribution, energy storage, and raw materials like steel have replaced model architecture as the primary constraints on AI scaling.
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Market rotation from software-as-a-service (SaaS) into infrastructure may be overextended as the industry prepares for a major shift from training to inference-optimized workloads.
“The question isn’t who has the best model, but who has the most creative financing to build out AI infrastructure and beyond.”
— Sarah Guo