AI’s Long Tail: Why the Next Big Boom Belongs to Niche Startups
What Changed and Why It Matters AI funding and adoption crossed a line. The center of gravity is moving from frontier models to narrow, data-rich workflows where real business value…
Vertical SaaS Moats Under Fire as AI Selloff Hits Software
What Changed and Why It Matters Software stocks just took another hit. The trigger: Microsoft’s results showed Azure growth slowing. That spooked the market. Investors fear AI spend is consolidating…