What do you do when teams of both human and AI agent swarm bad actors attack your system at scale?

And what’s the biggest problem with LLMs?

It’s their lack of reliability and inconsistency.

So, the planet resorts to guardrails and harnesses wrapped around the outside hoping it maintains brand guidelines, appropriate security and permissions, and doesn’t go off the rails.

There’s been much ado in the tech industry about OpenAI’s agents escaping its environments and hacking into its own and third-party systems like Hugging Face.

Seems like we gave toddlers keys to industrial equipment and let them go to town like they’re watching Bluey.

Per usual, we did something about it.

By the nature of the work we do, we see inside a lot of enterprise software companies and the products they build. Most of the time, boards and management teams are focused on differentiation of features, especially as it relates to AI these days. It’s a race to sameness. Everyone tracks everyone, so you’re forced to zoom in pretty deep to find differentiators.

Over the last 3 to 4 years, as AI has proliferated throughout the economy and business world, the demand for us to help companies build internal products for only their use has increased substantially.

In the past, companies wanted to build external products and sell them to customers, which is what drove the wave of Enterprise Software as a Service (SaaS) companies. Now every company pays 10 to 30 software vendors to provide solutions for specific problems.

What’s the state of middle market enterprise software, AI, and capital markets as we look out to the last 5 months of 2026?

Let’s get into it.

How was your weekend?

Mine was cool, had a couple SaaS vendors send me automated emails saying they were increasing prices significantly, but without any communication about product features they are adding for that extra price.

ERPs are catnip for PEs. Private equity loved those enterprise software businesses because they had low customer churn and long-duration recurring revenue.

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