A Lightspeed Commerce shareholder since 2018 makes the case for a bold strategic pivot before the company writes its own BlackBerry ending. The clock is ticking.
Lightspeed, You’re Totally Buggin’: A Shareholder’s Unsolicited Intervention
The SaaSberg: The Half-Trillion Dollar Empire That Didn’t See It Coming
For two decades, SaaS companies built empires on a beautiful, locked-in logic: make switching painful, make customization limited, make implementation expensive. The lock-in was the product. Now AI has destroyed that calculus — and over half a trillion dollars in market value has quietly disappeared to prove it.
Notes Beyond the Map 