A version of this post first appeared in City AM.

The SaaS-pocalypse, and what the market is actually pricing in

You’d have to be paying no attention not to have seen the recent repricing in publicly listed software companies. Investors have dumped a trillion d...

​Event: https://luma.com/evpdh32g

Every enterprise is hyped about AI. But behind the announcements and the demos, AI products are only just starting to go from experiments to production.

​Lots of internal workflows and business problems are yet to go AI-nat...

Event: https://gatsby.events/dawn-capital/rsvp/register?e=dawn-x-startup-cfo-cfo-summit

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The app development market is being turned upside down by AI. With the release of Claude Opus 4.6, coding agents are a practical reality. As such, we have moved away from a world where software is constrained by engineering bandwidth to one where software is constrained by clarity of intent, access to systems, and the ability to operationalise change.

The headline s...

There is an unwritten law in software engineering: never deploy on a Friday. Not because the code is worse on Fridays, but because nobody wants to spend their weekend finding out that it is broken. The entire ritual – the deploy freezes, the nervous Slack messages, the ‘let’s just push it to Monday’ – is a symptom of teams that don’t trust their test...