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Strategy
The CIO's Choices Are Clear in 2026
First Principle
Focus investments on sectors that align with emerging priorities, like AI and security, while reconsidering resources allocated to traditional software categories facing disruption. Shift your product strategy to emphasize essential capabilities that leverage AI, ensuring your offerings remain relevant and competitive in the evolving market landscape.
From the original
The CIO's choices are clear in 2026. Across 87 public SaaS & platform companies, only Infrastructure & Dev Tools (+68.5% 1Y) & Security (+17.6% 1Y) are positive; the other three sectors are down. Category, not growth, separates winners from losers : the market buys the AI stack & sells the seat-priced application layer.
Source
Read the full article at Tomasz Tunguz