Five infrastructure projects launched in alpha over the past few weeks, each one aimed at a separate segment of the software market. Taken together, they make a useful sample. They show where demand is shifting, where incumbents are entrenched, and where a small entrant still has room. The projects are AltSql, VPN Works, Precomputing, Preconfiguration and BareProxy; all five … [Read more...] about Infrastructure Software Market Watch: Five Early-Stage Tools Test Edge Data, Agent Security, Metering, Agent Setup and Proxies
Reports
The Economist Is Right About a Million AI Jobs. It’s a Construction Boom, Not a Tech Boom.
I own the picks and shovels. Chip equipment, memory, the industrial names that sell into data-centre construction. When someone tells me the build-out is a bubble, I'm not a neutral party, because a bubble would cost me money. So take what follows knowing that. The Economist's number is right. Not approximately right. Not right by accident. Right. Roughly a million … [Read more...] about The Economist Is Right About a Million AI Jobs. It’s a Construction Boom, Not a Tech Boom.
AI Slop Earns Higher CPMs Than Clean Inventory: Why the Ad Market Cannot Fix the Web It Funds
The question of what to do about an internet filling with machine-generated filler finally got a price tag in July, and the number that matters is not the volume share. The Trustworthy Accountability Group, the Association of National Advertisers and Fiducia put AI slop at between 1.3% and 2.4% of open web programmatic spend, roughly level with made-for-advertising inventory. … [Read more...] about AI Slop Earns Higher CPMs Than Clean Inventory: Why the Ad Market Cannot Fix the Web It Funds
Weekly Network Analytics, July 19 to July 25, 2026: Visits Up 14%
The network closed the week ending July 25 with 16.21k visits across 65 sites, up 14.15% on the prior period, and 16.82k page views, up 14.81%. Median page load time across the whole estate was 2,864ms, effectively unchanged at a 0.88% improvement. That combination is the honest summary of the week: more people arrived, nothing meaningful changed about what happened once they … [Read more...] about Weekly Network Analytics, July 19 to July 25, 2026: Visits Up 14%
Adobe (ADBE) and Figma (FIG) Have Each Lost Roughly Half Their Value to a Competitor Set Worth $34 Million
Three companies now occupy the design tools market and they are separated by a single variable: how much of the design artifact is a proprietary file that only the vendor can open. Adobe sits at the maximum. Photoshop, Illustrator and InDesign formats have been the industry's storage layer for three decades, and the moat was never the software — it was that every agency, … [Read more...] about Adobe (ADBE) and Figma (FIG) Have Each Lost Roughly Half Their Value to a Competitor Set Worth $34 Million
