Findings

AI disruption findings for investors and SaaS leadership teams.

This feed translates fast-moving AI product change into clear commercial implications: where value is shifting, which moats are weakening, and what moves improve competitive position.

100% of code is starting to be written by AI

The important shift is not whether every line is literally AI-written. It is that AI can now author a large share of software output, which changes engineering leverage, cost structure, and competitive speed.

ai codingengineeringoperating leverage