The global advertising industry is not dying; in fact, it is thriving. Global advertising spend is forecast to surpass an unprecedented $1 trillion for the first time in 2026, while the digital advertising sector alone is projected to exceed $350 billion by 2030. AdTech as an industry segment will undeniably remain and continue to expand.
David stood in front of a mirror in the executive washroom of NeoScale, practicing what he called his “visionary squint.” He was the founder of a startup that managed cloud infrastructure, a job that mostly involved keeping servers from catching fire while convincing VCs that the fire was actually a feature of high performance.
LEGAL DISCLAIMER AND SURVIVAL GUIDE: The following article is a work of high-octane, hallucinogenic fiction. If you read a sentence and think, “Wait, that sounds exactly like my Monday morning stand-up,” that is just your suppressed corporate trauma speaking. Any resemblance to actual persons (living, dead, or currently wearing a Patagonia vest in a coworking space), actual companies, or actual “game-changing” cloud telephony startups is entirely coincidental—in the same way that a power cut in Bangalore hitting exactly when you have a critical deployment is a “coincidence.
Lock your doors, hide your high-yield coffee beans, and delete your search history for “how to explain a 4% raise during 8% inflation.” It’s that magical time of year again: The Annual Appraisal Cycle.
Forget The Last of Us or Squid Game; those are rom-coms compared to the psychological warfare of the Corporate Finance Bell Curve.
The Epilogue to the Rainy Tuesday: 2027 Edition Let’s fast forward to that same rainy Tuesday in November 2027. The bus shelter hasn’t moved, but the brain inside it has been lobotomized and replaced.
The rain starts falling. The crowd gathers. This time, the screen doesn’t play a perfume ad.
The Pre-CES Hype vs. The Rainy Tuesday Reality Next week, Las Vegas will turn into a neon shrine for CES 2026. You’re going to see “Agentic AI” that can order groceries for you, holographic displays that float in mid-air, and transparent OLEDs that look like something out of Minority Report.
“The first rule of any technology used in a business is that automation applied to an efficient operation will magnify the efficiency. The second is that automation applied to an inefficient operation will magnify the inefficiency.” — Bill Gates
This is Part 3 of my series on the collapse of the traditional software industry.
This is Part 2 of my series on the collapse of the traditional software industry. In Part 1, How “Vibecoding” and The Outcome Economy Are Killing the SaaS Dinosaurs, I explained how AI is making software production free. Today, let’s talk about why your pricing model is about to bankrupt you.
Let’s start with a bedtime story that is currently keeping the General Counsel of a $10 billion company awake at night.
In June of this year (2025), a developer named Michael Luo (known online as “AzianMike”) decided he was tired of paying DocuSign $15 a month to sign three PDFs.1 He didn’t complain on X (formerly Twitter).