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Insights
March 04, 2026

Are We at Peak Anthropic?

Future of Work
Anthropic has been portrayed as a SaaS assassin. Anthropic launches connectors and plugins to various enterprise apps, and SaaS stocks tank. Anthropic doubles down on Claude Code a...
Larry Dignan
Orbits Blog
February 06, 2026

News Analysis: Yes, Software is Still Eating the World

Board Strategy
Enterprise software stocks had been drifting for months as investors quietly questioned whether the traditional SaaS model was sustainable. Then the drift turned into a snap. It...
Roy Andrew Ng