I think AI SaaS companies are in danger if they don’t have a moat built on owned data or organizational processes. OpenAI/Anthropic clearly don’t just want to be the infra layer powering up those AI companies while watching them getting the most profits with a markup. They’re coming for your users as a direct competitor and intend to make you obsolete.

What happens to your team's knowledge when your SaaS vendor decides to exit your market? For thousands of teams in Greater China, that question just got answered the hard way. When Slack shut down regional workspaces, users didn't just lose a chat tool, they lost years of messages, decisions, files, and institutional memory. For many, there was no export window. No warning. Just a 90-day countdown to permanent deletion. This is the risk of building your company's brain inside someone else's infrastructure. Tanka ( was built differently. Everything your team needs to communicate, chat, voice calls, video calls, file sharing, is all there. But that's just the baseline. Every conversation, every decision, every thread becomes part of a living memory layer that your whole organization can query, build on, and actually own. No vendor lock-in. No policy surprises. No waking up one day to find your company's context is gone. Your team's knowledge belongs to you. It always should have. 👉 #Slack# #KnowledgeManagement# #WorkplaceAI#

Introducing PostgresBench, a benchmark to compare managed Postgres services. Postgres handles transactional workloads, while ClickHouse handles analytical workloads. Together they form a unified data stack enabling a "best-of-breed" foundation SaaS and AI applications.

Can Anthropic truly overtake a giant like Alphabet in such a short timeframe? While Anthropic has already surpassed OpenAI and reached a historic valuation of $1.2 trillion, the deeper question is: what prevents an even stronger competitor from disrupting Anthropic next? WhatAI argues that in a market defined by exponential growth, no lead is permanent. 1. The Logic Behind the 2028 Crossover This projection reflects a fundamental structural shift in the global economy: >Ad-Based vs. Agent-Based Economy: Alphabet’s growth remains tied to the mature search advertising market, where revenue per interaction is measured in cents. Anthropic is capturing the “AI Computing Tax” — as AI agents replace manual search, value per interaction jumps from advertising clicks to dollars in compute and automation. >Velocity of Enterprise Adoption: Claude’s reputation for high reliability and controllability has driven deep integration into enterprise workflows. Reaching ~$30B ARR by early 2026 demonstrates that demand for frontier-grade, trustworthy models is scaling faster than traditional SaaS. 2. The Winner’s Curse & Emerging Competition WhatAI’s core warning is especially relevant here: today’s leader can quickly become tomorrow’s laggard. >Architectural Breakthroughs: Dominance currently rests on Transformers. A leap to more efficient non-Transformer architectures (e.g., advanced state-space or hybrid models) could instantly reset the field in favor of a new entrant. >Vertical Specialization: While Anthropic excels at general reasoning, specialized “sovereign models” purpose-built for biotech, structural engineering, finance, or other high-stakes domains could carve away the most valuable market segments. >Open-Source Deflation: Meta’s Llama series and other open-source efforts continue to exert powerful downward pressure on pricing. Near-parity with Claude would rapidly undermine Anthropic’s premium positioning. 3. Critical Reality Checks Even aggressive projections must confront hard limits: >Energy Ceiling: Unlimited scaling is physically constrained by power grids, data center cooling, and energy infrastructure. >Regulatory Friction: Approaching trillion-dollar revenue will trigger intense antitrust scrutiny and AI-specific regulations far heavier than those faced by early internet companies. Conclusion WhatAI’s central thesis holds: the AI era marks a paradigm shift from indexing information to generating intelligence. Anthropic currently leads in reliability and enterprise trust, yet its moat remains shallow. The next, potentially stronger disruptor is likely already training on next-generation hardware or algorithms we have not yet standardized. In exponential markets, sustained victory belongs only to those who can repeatedly innovate beyond architectural, physical, and regulatory bottlenecks.

You pay $200/mo for your max subscription. You get one seat. Your team needs 12. Bloome's not selling a tool you log into. Bloome's an agent you invite into your team chat. Subscribe it like a SaaS. Tag it like a coworker. Agent-as-a-Service is here.

Today, I'm proud to introduce Thera Rewards. Thera is the first platform that lets companies earn points on payroll. For many of our members, payroll is their largest expense. For decades, payroll has been locked out of the rewards economy. Until now. Soon you’ll be able to transfer your points to major airlines, hotels, and travel programs you’re already familiar with. You can also redeem for payroll credits, SaaS subscriptions, or team perks. More on that to come. This was a huge effort across product, engineering, and marketing. Thank you to the Thera team. This is day one. Sign up for early access below.