SaaS pricing is quietly shifting from seats to usage
AI agents don't buy seats. Software vendors are rebuilding their pricing models around consumption.
ThemeAnax
ThemeAnax
26 posts
26 posts
ThemeAnax
Consumer electronics in 2026: thinner margins, smarter devices
On-device AI is the new battleground while hardware margins keep shrinking across the category.
ThemeAnax
Wearables grow up: health sensors move from novelty to necessity
Glucose, blood pressure, sleep apnea — the wearable wrist is turning into a clinical instrument.
ThemeAnax
The semiconductor capex supercycle isn't slowing down
Fab construction, advanced packaging and HBM capacity — chip capital spending keeps breaking records.
ThemeAnax
AI hardware beyond the GPU: custom silicon's moment
Hyperscalers are designing their own accelerators, and the AI hardware stack is fragmenting fast.
ThemeAnax
Opinion: insurers are underpricing climate tail risk
Catastrophe models built on yesterday's climate are quietly mispricing tomorrow's claims.
ThemeAnax