Subscribe
Sign in
Home
Notes
Chat
Vector Portfolio
Deep Dives
Market Insights
About
Figma: Death to SaaS, Long Live the Product Operating System
Why the market is underestimating Figma's role in the future of design
Feb 18
•
Zenoble
8
2
2
ServiceNow: Death to SaaS, Long Live the AI Operating System
Moving beyond seat-based revenue to the AI control tower for the enterprise
Jan 25
•
Zenoble
29
9
6
'Software Winter' or Opportunity of the Decade?
Enterprise software businesses are experiencing a historic reset amid AI fears
Jan 18
13
2
4
2026 Zenoble Market Outlook
AI passes baton to robotics, housing finally rebounds, and crypto goes institutional
Dec 28, 2025
•
Zenoble
12
2
5
The Bear Market That Isn't...
55% of the Nasdaq 100 is in a bear market
Nov 16, 2025
•
Zenoble
9
4
1
Most Popular
View all
ServiceNow: Death to SaaS, Long Live the AI Operating System
Jan 25
•
Zenoble
29
9
6
Enterprise Software: Once in a Decade Opportunity?
Feb 4
•
Zenoble
7
1
Zillow: Poised to Soar as Housing Market Unfreezes
Mar 22, 2025
•
Zenoble
17
2
7
2026 Zenoble Market Outlook
Dec 28, 2025
•
Zenoble
12
2
5
Deep Dives
Figma: Death to SaaS, Long Live the Product Operating System
Why the market is underestimating Figma's role in the future of design
Feb 18
•
Zenoble
8
2
2
Procore: Beyond the Jobsite, Dawn of Construction Intelligence
Our base case scenario represents 120% upside by YE2027
Feb 9
•
Zenoble
8
2
2
ServiceNow: Death to SaaS, Long Live the AI Operating System
Moving beyond seat-based revenue to the AI control tower for the enterprise
Jan 25
•
Zenoble
29
9
6
Market Insights
View all
Enterprise Software: Once in a Decade Opportunity?
Why the selloff is overdone and 4 companies poised to lead the recovery
Feb 4
•
Zenoble
7
1
'Software Winter' or Opportunity of the Decade?
Enterprise software businesses are experiencing a historic reset amid AI fears
Jan 18
13
2
4
Decoupling: Bitcoin's Exit from the Tech-Proxy Era
Disclaimer: This publication is for informational purposes only.
Jan 4
•
Zenoble
12
2026 Zenoble Market Outlook
AI passes baton to robotics, housing finally rebounds, and crypto goes institutional
Dec 28, 2025
•
Zenoble
12
2
5
Vector Portfolio
View all
Zenoble Vector Investment Committee (Jan 2026)
Welcome to the first Zenoble Vector Portfolio monthly update
Feb 1
•
Zenoble
8
2
Zenoble Vector Investment Committee (1/17/26)
Sold Shake Shack & Stubhub, increased exposure to software & fintech
Jan 17
•
Zenoble
13
2
Zenoble Vector Investment Committee (1/10/26)
$100K deployed this week across 20 high-conviction businesses
Jan 10
•
Zenoble
12
2
1
Introducing: The Zenoble Vector Portfolio
$100K portfolio investing in the top companies reshaping how we move, transact, and live
Jan 3
•
Zenoble
9
2
1
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts
