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Why the 'SaaSpocalypse' Misses the Point —and What Actually Determines Which SaaS Companies Survive

The software sector has lost nearly $2 trillion in market capitalization over the past month. Salesforce, Adobe, and their peers are down 25% or more since January. Analysts have taken to calling it the "SaaSpocalypse"—a structural unraveling of the per-seat licensing model, triggered by AI agents that

By Alexis Bizalion 22 Feb 2026

The PMF Feedback Loop

How AI agents are transforming the way product marketing teams capture, prioritize, and act on customer intelligence — and what that means for the humans who lead them. Most companies have a feedback loop between customer success and product. Very few have one between field technical enablement and product. That'

By Alexis Bizalion 22 Feb 2026
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Alexis Bizalion's thoughts

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