Industry Analysis

2 articles in this category

AI Is Reshaping Software Budgets—But Not How You Think

New data shows AI early adopters are cutting PM software spend by 50% in mid-market but expanding it in enterprise. What does this paradox mean for product teams deciding what to build next?

March 13, 2026

Industry Analysis6 min read

AI Is Eating SaaS. Customer Understanding Is the Only Moat Left.

As AI agents threaten to replace traditional software, companies that deeply understand their customers will survive—while generic tools get automated away.

February 25, 2026