Archive - Points and Platforms

The tradeoffs of OpenAI's choice between the enterprise and the consumer

Cloudflare, AI, and the Innovator’s Dilemma

How Cloudflare took advantage of the Innovator's Dilemma and how it is less affected by the same dilemma during the AI transition

Mar 19 • William Zhang

AI-Native Software and Software Expansion

How AI-native software is expanding the software landscape

Mar 6 • William Zhang

February 2026

Software and the AI Apocalypse

A response to Citrini Research's "The 2028 Global Intelligence Crisis"

Feb 25 • William Zhang

Away From the Spotlight

Public Markets, Private Markets, and the AI Pivot

Feb 10 • William Zhang

January 2026

Points and Platforms

Software Platforms in an AI World

Jan 31 • William Zhang

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