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Thoughts on AI agents, software engineering, and building the future of development.

55 articles · Page 7 of 10

EngineeringFebruary 14, 2026·5 min read

Deloitte Says AI Agents Deliver 30-35% SDLC Gains — But Only With the Right Architecture

Deloitte's 2026 Software Industry Outlook quantifies what early adopters already know: AI agent teams are delivering 30-35% productivity gains across the software development lifecycle. But the report's fine print matters more than the headline. These gains aren't coming from better autocomplete — they're coming from organizations that redesigned their SDLC around agent-native workflows.

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StrategyFebruary 14, 2026·6 min read

Agent-as-a-Service Is Replacing SaaS — And Most Companies Aren't Ready

The shift is structural. SaaS gave you tools. Agent-as-a-Service gives you workers. Instead of buying software licenses and hoping your team learns to use them, you're deploying agent teams that operate 24/7, scale instantly, and cost a fraction of equivalent human labor. The AI agent market hit $10.91 billion in 2026 (Grand View Research) with nearly 50% year-over-year growth — and the fastest-growing segment isn't chatbots or copilots, it's production agent infrastructure.

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IndustryFebruary 14, 2026·5 min read

Infosys and Cognizant Just Bet on Autonomous Agents — Traditional Outsourcing Is on Notice

In January 2026, both Infosys and Cognizant signed strategic partnerships with Cognition to deploy Devin across global enterprise operations. These aren't pilot programs — Infosys reports "significant improvements in engineering quality" across banking, payments, and capital markets after six months of production use. Cognition itself just hit a $10.2 billion valuation after raising $400M+, with Devin crossing $150M ARR.

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Market AnalysisFebruary 14, 2026·5 min read

Vertical AI Agents Are Growing at 62.7% CAGR — Why Generic Agents Are Already Obsolete

MarketsandMarkets reports vertical (domain-specific) AI agents are the fastest-growing segment at 62.7% CAGR, outpacing even multi-agent systems at 48.5%. Deloitte's 2026 Tech Trends report calls it the "agentic enterprise" — where agents aren't general-purpose assistants but specialists tuned to specific industries and workflows.

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StrategyFebruary 14, 2026·5 min read

Coding Agents Are Commoditizing Fast — Orchestration Is the Only Moat Left

Devin costs $500/month. Cursor Composer costs $20. PlayCode Agent costs $10. Claude's agentic mode costs $20. The price of an AI coding agent has collapsed 96% in under a year — and it's still falling. When the raw capability becomes a commodity, where does the value go?

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StrategyFebruary 14, 2026·5 min read

Coding Agents Are Commoditizing Fast — Orchestration Is the Only Moat Left

Devin costs $500/month. Cursor Composer costs $20. PlayCode Agent costs $10. Claude's agentic mode costs $20. The price of an AI coding agent has collapsed 96% in under a year — and it's still falling. When the raw capability becomes a commodity, where does the value go?

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