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Stephen Messer

Stephen Messer

Fortune

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The death of humanity

It is not coming. Everyone selling you that story is selling you something. What is actually arriving is the most magical age in human history.

friday 1

Fortune

Stephen Messer

The SaaS debt trap

Wall Street spent the week arguing about whether AI is slowing down. The other bubble is what the SaaS incumbents did when their multiples collapsed.

22.09.2026 7

Fortune

Stephen Messer

AI isn’t changing how companies work. It’s changing what a company is

The companies that win the AI era will be the ones willing to eliminate assumptions built for a world where intelligence was scarce and action was...

15.08.2026 20

Fortune

Stephen Messer