B2B AI & SaaS Executive Intelligence

B2B AI & SaaS Executive Intelligence

Home
Product & AI Bets
Enterprise Buyer Behavior
Moats & Models
Capital & KPIs
Weekly Intelligence
About

Moats & Models

Many AI-First Companies Still Make Money the Old-Fashioned Way. Here’s How.
Don’t believe the myth about the death of SaaS. Instead, remember the 95 percent rule.
 • Adil Husain
Anthropic and OpenAI Didn’t Kill SaaS
Agents shifted control over pricing and workflow, but the earnings model hasn’t collapsed
 • The Intelligence Council
AI Is Rewriting Platform Lock-In
The real monetization shift is not ads or pricing. It’s migration by design
 • The Intelligence Council
OpenAI in Healthcare Is a Warning Shot
OpenAI entering healthcare shows what happens when platforms move downstack and force vertical AI companies into a fight they didn’t choose
 • The Intelligence Council
the familiarity moat
Blackboard defined the LMS category. Can it survive what it helped create?
 • The Intelligence Council
the end of institutional knowledge as a moat
Why "knowing how things work here" no longer matters, and what comes next
 • Adil Husain
the identity shift you can't ignore
Why identity is the next big battleground—and most platforms aren’t even in the fight.
 • The Intelligence Council
the false floor beneath your saas stack
Cloud prices, regulatory shields, and platform stability all feel “known” until the ground shifts. The next shock won’t be technical. It’ll be…
 • The Intelligence Council
the competitors who deal
Why some rivals do business, some don't, and lessons for leadership, strategy and risk
 • Adil Husain
the future of competition when you're not losing to competitors
AI agents and orchestration layers are breaking the SaaS playbook
 • Adil Husain
the great unbundling of suite empires
AI agents are eating away the app-first value prop of Adobe, Microsoft and Salesforce
 • Adil Husain
google is eating itself
Is the AI overview enough to keep users?
 • Adil Husain
© 2026 Intelligence Council Inc · Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for great culture