Our industry has become obsessed with building ever more capable AI models, while enterprises have become equally obsessed with gaining...Read More
The AI balloon is bursting and services must be ready to pick up the pieces
Wall Street has drawn a remarkably clear line between winners and losers, with AI-native companies representing the future and traditional IT services firms increasingly seen as part of the past. One side now commands price-to-sales multiples of 60x to 100x, while the other is steadily drifting towards 1x as investors bet that AI will replace the labor-intensive services model that has dominated enterprise technology for the last three decades.The problem with that narrative is that it only works if enterprises can actually deploy AI at scale, and today they simply cannot. Until organizations resolve their technology, data, process, and talent debt, AI will remain trapped in pilots and proofs of concept rather than fundamentally changing how businesses operate, which means the AI balloon won't burst because the models fail, but because enterprise adoption never catches up with the expectations already baked into today's valuations.Net-net, Wall Street will soon feel the agony of this AI balloon bursting if today's smartest services firms are not deployed to prepare Main Street for this AI future our whole economy is gambling on. Folks, services-as-software needs to be valued as the balance between success and failure.Read More
Stop treating FDE as optional: Your AI Flywheel will not spin without it
Who actually wires AI into your live systems, governs it in production, and makes it keep working when the AI software vendors leave the room? The answer is Forward Deployed Engineering (FDE). If your transformation strategy does not have it, you are building an AI theater, not an AI operating model. Read More
Welcome to the last 18 months of labor-intentive services
The defining question for 2026: can services relationships demonstrate Services-as-Software capability and accountability for business results, or are both sides still pretending their effort-based contracts deliver "transformation"? Because those providers and buyers who can't answer that question by mid-2027 will find themselves explaining to boards why their "strategic partnerships" became obsolete.Read More
Say CIAO to the CAIO in 36 months
Only appoint a Chief AI Officer if you're committed to giving them COO/CEO-level authority to kill initiatives, force standards, and drive uncomfortable organizational change, and only if you're prepared for the role to disappear within 36 months as AI embeds into every functional leader's responsibility.Read More
Deloitte Dolittle: Stop treating AI like a magic wand
The revelation that Deloitte submitted a government report filled with AI-generated fake references and fabricated court quotes is not just embarrassing - it is a $290,000 lesson in what happens when professional judgment is replaced by blind trust in automation.Read More
Vibe Coding is the production engine that turns the Services-as-Software from vision to reality
Vibe Coding is the production engine that makes Services-as-Software real, and it will decide the winners of the next decade. Enterprises can no longer afford to treat AI as bolt-ons or outsourcing-lite. Services-as-Software is a new operating model where AI agents, LLMs, and Vibe Coding collapse the gap between software and services, shifting the economics of IT from people and licenses to reusable, outcome-based digital service layers.Read More
Trump’s tariffs will rattle the foundations of the global IT services industry to its core
The focus of a lot of US business is going to be squarely on cost reduction, and this will have a direct impact on the global IT services industry. This will result in a double whammy hit for the India-dependent service providers and consultancies as US firms will be incentivized to reshore services work back to the US, and also to invest more heavily in AI to reduce reliance on support staff in areas like application development and business services.Read More
Services-as-Software presents a $1.5 Trillion Opportunity for both Software and Services firms
Enter Services-as-Software—an AI-first, automated service layer that’s coming to obliterate everything in its path. No more billable hours. No more clunky SaaS. Services-as-Software is not a death knell for service providers and software vendors. It’s the $1.5 trillion opportunity of our lifetime. Read More
Welcome to the era of Services-as-Software… where the lines between services and software are blurring
Two very different worlds, one based on humans and the other on technology, are becoming one blended, scalable solution we are calling Services-as-Software. In short, the line between services and software is blurring and eventually vanishing, and this progression has become more crucial than ever.Read More













