Post by Devin Mathews

Charles Dickens and Citrini Research walk into an IC meeting. Dickens brings the ghosts. Citrini brings the shorts. One tells you what happens if you don't adapt. The other bets it's already too late. Every major platform shift in the last 50 years came with a credible argument that software incumbents were finished. Mainframes. Client-Server. Internet. iPhone. Cloud. Now the Ghost is AI. Every time, the obituaries were written too early. Every time, most patients adapted. Many thrived. I wrote 10,000 words for my LPs on why this time isn't different and why AI is the gift lower-middle-market software investors have been waiting for. Now I'm sharing it publicly. It's called The Ghost of Software Future. Lemme know what you think.