Cadence 3 Edge Forward

Insights

Short, plain essays on where AI should run and what it costs. Each one ends in the model, so you can change the numbers and check our work.

Essay · July 2026 AI doesn't kill software. It kills the seat. Why AI moves software spend from seats to work, why the meter carries your IP as well as your dollars, and how to decide what to own and what to rent. Own the volume. Rent the exceptions. Keep the learning.

What is real, and what is not yet

An honest, dated list of what today's hardware can and cannot do. We add to it as independent reviews land, and cross items off once they are settled. Vendors round up; this is where we keep ourselves honest.