The record
Technology & Software
What we track here
Enterprise software categories forming before they are named: AI infrastructure and agentic systems, cloud economics and digital sovereignty, security and post-quantum readiness, data platforms and developer tooling — and the regulation that forces them into procurement.
3 records on file. Each entry is frozen at publication and resolves on its due date.
Published 03 Aug 2026
Resolves 28 JAN 2027
The coming fight over agent authority
We believe the most durable agent deployments will make human authority more explicit, not less, because employees accept automation more readily when they can see its boundaries and retain a meaningful right to intervene.
Published 03 Aug 2026
Resolves 27 JUL 2027
SaaS pricing is about to punish adoption
We believe seat-based SaaS pricing will become a retention risk because agents can multiply output while reducing the number of people who need direct product access. Vendors that cannot define and verify a business outcome will be pushed into commodity infrastructure pricing.
Published 15 Jul 2026
Resolves 06 JAN 2028
The operational empathy gap in AI-driven support
We believe AI-driven support systems will backfire for companies that fail to invest in human agent empowerment because customers can sense—and employees resent—the lack of genuine empathy, leading to a silent exodus of both.