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Our Latest Insights
The Benchmarks Were Lying. We Already Knew.
DeepSWE finally measures coding agents against long-horizon engineering work, and the results match what forward-deployed teams see in real codebases.
Are SaaS Haircuts Too Short?
The SaaSpocalypse priced agentic substitution extremely loudly and the cyber-risk repricing at roughly zero. That second variable is about to matter — and the contractual risk-transfer baked into enterprise SaaS should re-rate upward, not down.