If Growth Isn't Accelerating, You're Not an AI Company. And 9 Other Hard Truths for B2B in 2026.

If Growth Isn’t Accelerating, You’re Not an AI Company. And 9 Other Hard Truths for SaaS in 2026.

I had a great conversation with the TBPN crew the other day, and we covered a lot of ground — from the state of the SaaS market to PE exits to vibe coding to how agents are already reshaping how software gets bought and sold. I wanted to pull together the key themes here, because I think founders need to hear some of this, even if it’s uncomfortable.

Let me walk through the big takeaways.

1. If Growt...