Agentic_ai, Agents, AI

Will Agentic AI Disrupt SaaS?

Colin Henderson

 Summarize ​ Disruption is mandatory. Obsolescence is optional. David Crawford When software as a service (SaaS) first emerged 25 years ago, it revolutionized software by moving it to the cloud and speeding up feature delivery. Now, a fresh discontinuity is at hand. Generative and agentic AI—tools that can reason, decide, and act—are already: drafting code in Cursor’s AI code editor; handling support tickets in ServiceNow; preparing journal entries in Workday Financial Management; and writing ad copy in Adobe’s Experience Cloud. These aren’t experimental one-offs. The cost curve trajectory of foundation models is accelerating downward even as accuracy improves. OpenAI’s latest frontier … Continue reading Will Agentic AI Disrupt SaaS?

AI, AI_factories, Cybersecurity, Infrastructure, Risk

$2 trillion in new revenue needed to fund AI’s scaling trend – Bain & Company’s 6th annual Global Technology Report

Colin Henderson

 Summarize ​ David Crawford SAN FRANCISCO—September 23, 2025—Two trillion dollars in annual revenue is what’s needed to fund computing power needed to meetanticipated AI demand by 2030. However, even with AI-related savings, the world is still $800billion short to keep pace with demand, new research by Bain & Company finds.  Bain’s sixth annual Global Technology Reportreleased today shows, by 2030, global incremental AI compute requirements could reach 200 gigawatts, with the US accounting for half of the power. Even if companies in the US shifted all of their on-premise IT budgets to cloud and reinvested the savings from applying AI in sales, marketing, customer support, and R&D into capital spending on new data centers, the amount would still fall short of the revenue needed to fund the full investment, as AI’s compute demand … Continue reading $2 trillion in new revenue needed to fund AI’s scaling trend – Bain & Company’s 6th annual Global Technology Report

AI, AI_factories, Cybersecurity, Data-Framework, Infrastructure

Powering AI: Why Data Centers Are a Board-Level Risk

Colin Henderson

 Summarize ​ July 13, 2026 Artificial intelligence is driving one of the fastest infrastructure expansions in modern history. As companies race to scale computing power, a more complex challenge is emerging: Data centers are no longer just an IT backbone. They are becoming a critical source of enterprise risk. Once seen as back-office infrastructure, data centers sit at the heart of AI, which will become important to revenue, operations and customer experience. If a data center fails, the impact is immediate, from lost income and disrupted operations to reputational damage. For boards and senior executives, the issue is no longer … Continue reading Powering AI: Why Data Centers Are a Board-Level Risk

AI, quantum

Quantum unicorn Photonic has secured Canada’s biggest investors — now, it needs customers

Colin Henderson

 Summarize ​ ‘It’s not yet clear where the quantum Silicon Valley is going to be. It could very well be in Canada’ Published Jul 16, 2026Last updated 1 hour ago 3 minute read Founder Stephanie Simmons said government agencies are showing a growing interest and appetite in Photonic’s quantum computing technology. Photo by Handout/Photonic Coquitlam, B.C.-based quantum computing startup Photonic Inc. has convinced some of Canada’s biggest institutional investors to fork over their cash, but it still needs to prove it can scale its technology in a way that’s useful for businesses and convince companies and governments to pay for its services. More than half of … Continue reading Quantum unicorn Photonic has secured Canada’s biggest investors — now, it needs customers

AI, AI_factories, Infrastructure

TSMC posts record quarter, raises capex sharply

Colin Henderson

Q2 net profit jumped 77% to a record NT$706.6bn (~US$22bn) on revenue of $40.2bn, with gross margin at 67.7%; HPC/AI now 66% of revenue.New today: Results released this morning; Q3 revenue guided to $44.6–45.8bn and 2026 capex raised to $60–64bn from $52–56bn, with CEO C.C. Wei citing “strong demand signals” from customers and a steep 2nm ramp.Why it matters: The clearest single data point that AI infrastructure demand is still accelerating into H2 — and the base rate against which every rival fab ambition (Terafab included) should be measured.Sources: Reuters via Yahoo Finance · CNBC markets Continue reading TSMC posts record quarter, raises capex sharply

AI

Monzo founder joins Anthropic as AI talent race heats up

Colin Henderson

O Summary ​ Saskia KoopmanMonday 13 July 2026 2:44 pm Monzo co-founder Tom Blomfield has joined Anthropic, as the US AI giant steps up its recruitment drive for senior tech leaders. Blomfield announced on Monday that he is taking a leave of absence from Silicon Valley startup accelerator Y Combinator to join Anthropic’s compute team, where he will work alongside co-founder Tom Brown on the infrastructure underpinning the company’s Claude AI models. “Powerful AI has the potential to improve the life of every human on earth and, as we enter the early stages of recursive self-improvement, availability of compute becomes one of … Continue reading Monzo founder joins Anthropic as AI talent race heats up

briefing

Morning Briefing — Saturday, July 11, 2026 · 10:00 AM EST · 1150 words

Colin Henderson

⸻ Introduction Today’s environment is dominated by the aftermath of the US–Iran ceasefire collapse: strikes have paused, but the week’s escalation has moved to the diplomatic track, with Oman talks convening today and Mojtaba Khamenei issuing his first post-funeral message — a vow of revenge. Risk is clustered almost entirely around Hormuz and the terms on which the strait reopens. Distinct from prior days: the shooting has stopped, the signalling war has intensified, and markets have largely shrugged. ⸻ 1. What changed Oman talks convene as US demands Iran declare Hormuz openAfter a week of traded strikes (~90 US targets … Continue reading Morning Briefing — Saturday, July 11, 2026 · 10:00 AM EST · 1150 words

briefing

Morning Briefing — Friday, July 10, 2026 · 8:30 AM EST · ~1,250 words

Colin Henderson

Introduction The dominant theme today is the simultaneous collapse and continuation of the US–Iran ceasefire: two consecutive nights of large-scale US strikes and Iranian retaliation against Gulf states, yet technical talks quietly persisting and third-party mediation (Pakistan, Qatar) active behind the scenes. Khamenei’s burial in Mashhad closes the funeral cycle while the new supreme leader remains invisible. Secondary clustering is around Western institutional churn — Burnham’s effectively uncontested path to Downing Street, and NATO absorbing Trump’s Spain trade cutoff and a formalized US drawdown from Europe. 1. What changed US–Iran ceasefire in tatters; strikes and talks run in parallelThe US … Continue reading Morning Briefing — Friday, July 10, 2026 · 8:30 AM EST · ~1,250 words