Topics
Ownership
Impact
Architecture
Essays
Society
Technology
AI
Article, Podcast

Death of the Middle

If you read the U.S. business press, you see it every week. Restaurant chains, software vendors, mid-tier consulting firms. A particular kind of company is quietly disappearing, and the obituaries arrive on schedule. Howard Yu has the cleanest description of the mechanism in Coase vs. Claude. He calls it the death of the middle. Markets turn into a barbell, and mid-tier players vanish between premium and the new logic of AI algorithms.
6. May 2026
AI
Article, Podcast
6. May 2026

Death of the Middle

If you read the U.S. business press, you see it every week. Restaurant chains, software vendors, mid-tier consulting firms. A particular kind of company is quietly disappearing, and the obituaries arrive on schedule. Howard Yu has the cleanest description of the mechanism in Coase vs. Claude. He calls it the death of the middle. Markets turn into a barbell, and mid-tier players vanish between premium and the new logic of AI algorithms.
AI
Article, Podcast
22. April 2026

AI Efficient Employees Don’t Make Companies More Valuable

In 1984, General Motors launched the most expensive automation program in its history. FANUC robots, cameras, sensors, everything available at the time. Machines in,…
Society
Article, Podcast
8. April 2026

Who Builds Order?

There are moments when perspective widens. When the conversation shifts from quarterly reports, interest rate decisions, or election cycles to long waves, empires, and…
AI
Article, Podcast
25. March 2026

The AI Service Operator

When Agents of Chaos gets written about it will be framed as a warning about uncontrollable AI. About security gaps, data loss, manipulation. That’s…
Technology
Article, Podcast
11. March 2026

Twenty Researchers, Six Agents, Two Weeks – and an Order No One Built

When Agents of Chaos gets written about it will be framed as a warning about uncontrollable AI. About security gaps, data loss, manipulation. That’s…
Society
Article, Podcast
25. February 2026

Value No Longer Comes From Doing

Entrepreneurial responsibility was long tied to a simple assumption: those who performed, organized, and carried risk would, in return, gain influence, control, and economic…
Technology
Article, Podcast
11. February 2026

First Google ate the newspapers, now AI is eating the software 

How the collapse of newspapers foreshadows the future of software business models: Twenty years ago, the internet hit newspaper publishers. Suddenly, they could reach…
Ownership
Article, Podcast
4. February 2026

Trust Without the State

The defining fault line in the AI market doesn’t run between better and worse models. It runs between systems trusted with autonomy and systems…
ImpactX
Podcast, Video
17. December 2025

Impact X – David Oudsandji

Heute zu Gast bei Impact X: David Oudsandji ist Mitgründer und Geschäftsführer des Aachener Erfolgs-Start-Ups Voltfang. Das Unternehmen wurde 2020 gegründet mit der Idee,…
AI
Article, Podcast
25. March 2026

The AI Service Operator

When Agents of Chaos gets written about it will be framed as a warning about uncontrollable AI. About security gaps, data loss, manipulation. That’s…
Technology
Article, Podcast
11. March 2026

Twenty Researchers, Six Agents, Two Weeks – and an Order No One Built

When Agents of Chaos gets written about it will be framed as a warning about uncontrollable AI. About security gaps, data loss, manipulation. That’s…
Society
Article, Podcast
25. February 2026

Value No Longer Comes From Doing

Entrepreneurial responsibility was long tied to a simple assumption: those who performed, organized, and carried risk would, in return, gain influence, control, and economic…
Technology
Article, Podcast
11. February 2026

First Google ate the newspapers, now AI is eating the software 

How the collapse of newspapers foreshadows the future of software business models: Twenty years ago, the internet hit newspaper publishers. Suddenly, they could reach…
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About

Stefan Fritz

Stefan Fritz is an author, founder, entrepreneur and investor. He founded his first company while still studying physics, which was soon followed by others. As the founder of synaix GmbH, he has built up numerous digital as-a-service and platform business models as well as software-based solution portfolios over 25 years. Today, he is a partner at PRIMEPULSE, an investment company that focuses on B2B DeepTech business models for venture capital, SMEs and listed companies.

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