By Kenneth Henseler
Manager, Platform Engineering (Systems Infrastructure) at Brinks Home
Everyone is talking about the AI bubble. But while you were watching NVIDIA, the real story happened in the software layer.
In the second week of February 2026, the market ruthlessly repriced the technology sector. In just five trading days, over $1.2 trillion in value was wiped from traditional software stocks like ServiceNow (-50%) and Salesforce (-40%). At the exact same time, the “Hyperscalers” (Amazon, Google, Microsoft) committed $660 billion to building AI infrastructure.
Why the split?
The market has realized that the “per-seat” business model is dying. If an AI agent can do the work of 50 humans, companies don’t need 50 software licenses—they need one API connection.
https://podcasts.apple.com/us/podcast/the-chronos-archive/id1831231439?i=1000749434456
In our latest podcast episode, “The Great Bifurcation,” we dive deep into this market shift. We cover:
• The “Remove the AI” Test: The simple question that reveals if your product is a future-proof “Infrastructure” play or a doomed “Feature.”
• The Brinks Home Case Study: How Brinks Home deployed “Veronica” (powered by Cresta) to achieve 92% First Call Resolution, effectively moving from a “tool-based” to an “agent-based” model.
• The New Unit Economics: Why “Outcome-Based Pricing” is the only way forward for B2B tech.
Stop building tools that wait for input. Start building platforms that deliver outcomes.
The shift from “SaaS” to “Service-as-Software” isn’t just a market trend; it is an architectural mandate. Platform Engineering is no longer about just managing infrastructure—it’s about engineering the autonomous enterprise.
We are live-prototyping this transition at Brinks Home. We call it Project Polaris.
[Subscribe to follow the build]
P.S. Agree? Disagree? I’m debating the “Great Bifurcation” right now on [Threads].
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