Eric Kavanagh on #DMRadio

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[Eric Kavanagh on #DMRadio @eric_kavanagh]

My Little Brother is gone. You left us too soon! You were such a beautiful boy who grew into a wonderful man!

I'll miss you always, my dear friend. I still see your smile and hear your laugh. You will live forever in my heart, and through your wonderful children.

CU in Heaven!

[Meaning breaks before systems fail @andrewjturner]

It’s 20 weeks since @PredVolatility launched.

Live next: 12th Nov, moderating at @Connected_Data London (11:30am UK) and joining @eric_kavanagh on DM Radio USA panel (5pm UK). Then @LinkedIn Live with #ScottNewton on strategy failures, 17th Nov (2pm UK).

Full article is here on PV Index 0.1 3rd November 2026
https://t.co/FfQKOQeDrl

[Dion Hinchcliffe @dhinchcliffe]

2026 Election AI Impact: I spent a few hours today assembling my thoughts and analysis on what the new blue wave likely means for national AI laws/regulation, both for AI firms and organizations in general.

Non-partisan. Focused on practical steps to take to get AI strategies updated for 2027 and beyond. A guide for tech/civic leaders and CIOs:
https://t.co/f7MbvMn5Ye

[Eric Kavanagh on #DMRadio @eric_kavanagh]

@arakharazian Hey Ara, we should do a show with you and @DavidLinthicum on this subject. Maybe this coming Thursday? Happy to promote your new report, too!

[Ara Kharazian @arakharazian]

If you haven't read it yet + want to understand why the AI trade is in flux, you should read my series Cracks in the AI Thesis.

On Wednesday we'll publish our next update + the latest Ramp data on where the AI trade has to go from here.

[Eric Kavanagh on #DMRadio @eric_kavanagh]

@discoposse @vurnt22 @LivingColour Like Mussolini, or Gandhi! A cult of personality!

Saw them at the original Lollapalooza and they rocked!

So did Jane's Addiction. And so did my favorite band of the time, and perhaps always, Siouxsie and the Banshees!

[Eric Wright @discoposse]

Why do I get the feeling last week’s vuln discoveries were just the appetizer to the main course that’s coming next?

[Eric Wright @discoposse]

New career goal: Distinguished Meat Proxy

[Eric Kavanagh on #DMRadio @eric_kavanagh]

@acnewsitics @KatieZacharia Ah, sarcasm: The holy water of the left.

[Eric Kavanagh on #DMRadio @eric_kavanagh]

@discoposse Right?!?!?

[Eric Wright @discoposse]

The "Keep me signed in" checkbox in Okta is like the pedestrian crossing button.

It's there implying that it will do something, but really it is just for show.

[Eric Wright @discoposse]

What an amazing day! An honor and a pleasure to represent my @DDNintelligence team at @TechFieldDay today.

My cup (and heart) is full of joy.

I hope you got as much from it as I did.

[Eric Kavanagh on #DMRadio @eric_kavanagh]

@discoposse haha! That's hilarious!! Self-driving safety signs!

[Eric Wright @discoposse]

I love it when a warning sign comes with proof points.

[Eric Kavanagh on #DMRadio @eric_kavanagh]

@arakharazian Wow. That sounds like an awesome job! I'd love to see #Ramp data everywhere. Real-world data at scale!

[Ara Kharazian @arakharazian]

I'm hiring!

This is an exciting new role for someone who wants to chart new paths for Ramp data. Where should our data show up, but doesn't today? Who should we collaborate with on new economic research projects?

We're looking for new ideas from people who are as excited as we are.

[Eric Wright @discoposse]

Why don't we rewrite Assembly in Rust?

[Collate @CollateData]

In just two hours.

The Context Swamp, 9am PT. 30 minutes with @Eric_Kavanagh, Bharath Chari, and Jo Perez on whether AI agents are about to repeat the data lake's worst mistake one layer up.

Questions at the end; bring one.

https://t.co/V5t5RCloFN

#ContextLayer #AIAgents #OpenMetadata

[Collate @CollateData]

We built data lakes that turned into swamps. We're about to do it again, faster.

Every agent rebuilding its own context = a context swamp.

@Eric_Kavanagh + Bharath Chari + Jo Perez. 30 mins, Oct 7, 9am PT.

https://t.co/CEOs5Hpcwm

#ContextLayer #AIAgents #OpenMetadata

[Dion Hinchcliffe @dhinchcliffe]

Exactly right. Here’s my case that AI is actually lifting the SaaS boat, even as it clearly cannibalizes some of the market:

The “SaaSpocalypse” thesis is backwards.

@Stripe currently shows U.S. AI spending growing 91% YoY. Yet its non-AI SaaS index is also growing at a rapid >30%. AI is far from draining the software economy and is actually expanding it. But AI spend is also growing at roughly 3× the rate of SaaS, so the mix is in the midst of changing vigorously.

The corresponding earnings data also rhymes. @Microsoft M365 commercial cloud grew 14% while seats grew just 6%, with 30M+ paid Copilot seats. @Workday says AI already drives >25% of new ACV. @Salesforce Agentforce ARR is a whopping +240% YoY. @ServiceNow subscription revenue is robust +24.5% while AI crossed $1B ACV.

My conclusion: AI is lifting all the software boats, for now (though this could, and is likely to change in coming years.) But right now, it is creating new budget before it destroys old budget. Large platforms are converting AI into higher ARPU, consumption and new workloads, weaker point solutions will face the squeeze first.

The SaaSpocalypse does not herald a software spending recession.

Instead, it will arrive as a partial transfer of overall growth, from seats -> intelligence.

[Dion Hinchcliffe @dhinchcliffe]

@ThadOfSphere @stripe @eric_kavanagh @sarbjeetjohal @imoyse @DavidLinthicum @jeffnolan @ragnarh @itlinchpin @TechJournalist @waynesadin @MarshaCollier Yes, I think that’s right. Professional services and management consultancies have to have some kind differentiated IP they can uniquely deploy via AI. They’ve tried for years to do this and now their survival depends on it. We will see.