I struggle with the phrase “everyone’s a coder now.” And I hesitate to post because I don’t want you to read this as gatekeeping. If anything, I want more people to build, but in a stronger, more functional way. Building any sort of software is incredibly empowering. Even creating a tiny tool gives folks what I call “pro-poster syndrome”, where they feel more capable and competent than ever. What was solely reserved for the most technical among us is now - at least at a basic level - becoming accessible to anyone with a few bucks a month to spare. But overwhelmingly, and especially in the last few weeks, I am getting more and more frustrated notes from developers at large companies. Yesterday, I heard about salespeople at one company asking for repo access. Earlier, a startup engineer told me his life has been hijacked by non-engineers. “All of their vibe coded apps don’t work.” I spoke with one company whose marketing and finance and partnership teams dropped the ball on their product launch tasks in favor of tinkering with Claude Code / Codex / Replit. Product and design seem to navigate this better. They’re closer to the work, and in many orgs, already have a path to contribute responsibly. Maybe this is a blip and the energy among business users will die down, but I would bet against that. Companies need to figure out how to enable AI-first problem-solving without wrecking the sanity of an entire department, turning engineering into an endless support desk, and derailing critical work in the business. The future is more builders, yes. But most companies are still missing the systems.

Zoho just delivered the best SaaS defense vs. AI |- @LDignan with his takeaways from @Zoho Analyst Day #1 @ConstellationR https://t.co/U74M6lfkGv #ZohoDay26 https://t.co/y1mE1x4fZi
This is an interesting thread. Everyone is suggesting tools to solve the problem. I’d start by asking more about the data and the questions the customer is trying to answer or problems they are trying to solve first before recommending...
My top takeaways from my chat with @markowitzadam, who built @DrataHQ from $0 to $100M ARR in 4 years (8,000+ customers): 1. Product-market fit shows up as urgency, not interest. Adam’s edtech startup took years to close 5 universities. At Drata: 100...
The Q1 2026 @ConstellationR ShortList™ updates are live. 43 enterprise tech categories refreshed — including new lists across Autonomous IT, AI App Dev Platforms, GenAI Content, CPaaS, and Revenue Intelligence. Explore the vendors shaping what’s next: https://t.co/XJnXbGwKL7 #AI #EnterpriseTech

Vibe coded 🤖 a script to list which AWS GuardDuty features are enabled in minutes. Took 15-30 minutes to correct it. The script to enable disabled features, sub features, and create an s3 malware scan plan took about two hours. See blog...
Agent identities is going to be a super fun and hard problem for software in the coming years. Most agentic systems today assume that the agent can do everything the user can do, and just operate as an extension of...
What people seem to be struggling with the most is not the truly novel parts of building with AI, it's the table stakes. It's not the AI part that's so hard (turns out systems have never been wholly deterministic 😉), it's...
Test for superintelligence: when the data in Fivetran’s salesforce is 100% accurate and up to date at all times, I’ll know we’re there.

Narratives can crush multiples faster than fundamentals change. Markets are pricing “software is dead” as if AI will commoditize SaaS overnight. But enterprises still need governance, permissioning, audit trails, compliance, uptime, and data orchestration. AI may change workflows, but it doesn’t...

Software is getting hit on fear of substitution more than evidence of structural deterioration in enterprise spending. When price action gets ahead of reality, the re-rating can be violent if the narrative cools.
Even after the SaaS dip, ServiceNow's market cap is north of $100mil "largely" for internal help desk. I've always been surprised how big the ITSM market is. Am I alone on that one?

It’s official: @Zoho launches Zoho ERP. Zoho is stepping into a quickly evolving space focusing on four verticals: manufacturing, retail, distribution and non-profit. #cio #erp #zohoday26 https://t.co/ZHXSetWIbM
The semantic layer is like a restaurant menu: you know what you're ordering, but not how it's made. This analogy comes from Maxime Beauchemin and I think it's perfect. Users shouldn't need to understand your star schema to calculate revenue. They should...
The amount of growth by @Zoho over the past year is incredible. Historically, Zoho has been very deliberate and measured with their expansion. The past year, they hit the gas...big time. #CIO #ERP #ZohoDay26