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Wellness Apps: Hype Versus Reality
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CultureFor most of the past decade, the dominant narrative about reading was decline. Attention spans shrinking, articles shortening, video replacing text. The data mostly supported this narrative. But in...
Read more →Infrastructure Update: Cloud Adoption in Asia Crosses New Milestones
CloudCloud spending across Asia-Pacific exceeded $200 billion in 2026, with India and China leading growth rates while Japan and Australia maintained the largest absolute spend.
Read more →The Case for Industry-Specific Software
SaaSHorizontal SaaS markets — CRM, ERP, general productivity — are mature and dominated by established players. The most attractive new opportunities are in vertical SaaS: software built deeply for spe...
Read more →Semiconductor Supply Chain Briefing: Recovery, Diversification, and Regional Investment
TechnologyThe acute semiconductor shortages that defined 2021-2023 have largely resolved. Lead times for most commodity chips have returned to pre-pandemic norms, though specific advanced nodes remain supply...
Read more →The Rise of Digital B2B: An Underappreciated Opportunity
CommerceWhile consumer marketplaces get most of the attention, B2B marketplaces are quietly rebuilding how businesses buy and sell. The scale of B2B commerce is roughly ten times larger than consumer comme...
Read more →The Open Web's Quiet Retreat: Observations and Consequences
TechnologyThe web that emerged from the 2000s was genuinely open. Independent blogs, forums, and personal sites carried substantial traffic. RSS readers aggregated content without platform intermediation. Se...
Read more →Software Craftsmanship Isn't Dead — Here's Why It Matters More
SoftwareAs AI coding assistants have improved, some have declared that software craftsmanship is becoming irrelevant. If the AI can write the code, what does it matter if humans understand the principles o...
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