The Channel

The technology is easy to copy. The channel it runs through isn't.

Aug 26 • Zeph

June 2026

Autodesk, Inc.

All the noise about virtual agents, but someone has to design the physical world where AI will actually run.

Jun 9 • Zeph

New Attack Vectors

“I’m not sure what comes next. In my 35 years in cybersecurity, this is the first time I can’t say what will happen next.” — Paul Chichester, Director…

Jun 5 • Zeph

April 2026

Okta, Inc.

AI is rebuilding every layer of software, and while the market punishes everyone wholesale, someone is quietly building the control tower for the age of…

Apr 2 • Zeph

February 2026

SaaS Armageddon

AI is undermining the seat-based SaaS model faster than Claude can code. But the survivors will be those who rewrite their pricing for agents, not empty…

Feb 27 • Zeph

Equilibrium

The AI boom in the stock market is a rational bubble.

Feb 13 • Zeph

April 2025

Unsafe Zone

"Don't Make the Mistake of Thinking That What's Now Happening is Mostly About Tariffs" — Ray Dalio.

Apr 23, 2025 • Zeph

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