May 9, 2026
What Is the SaaSpocalypse?
The SaaSpocalypse was the 2026 repricing event that erased approximately $1 trillion in enterprise software market cap and ended the seat-based era.
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The CPAG Blog
Clinical insights on founder physics, institutional discipline, and the path from seed to exit.
April 20, 2026
Benioff Is Half Right. That's the Dangerous Half.
Salesforce's CEO has correctly identified the High-Fidelity Repository as the real moat. He has not explained why that moat justifies seat-based pricing when AI agents are replacing the seats.
Read More →March 30, 2026
The Thoma Bravo Blind Spot: Why "Mission Critical" Won't Save Seat-Based Revenue
Mission-critical positioning protects a workflow from elimination. It does not protect seat-based pricing from the compression that follows when AI eliminates the headcount operating that workflow.
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