Workflow Automation in 2026: n8n Published 196 Advisories in Nine Months, 59,558 Hosts Sat Exposed, and the Code Alternative Raised at $12.55B
The no-code automation tools became agent runtimes this year and the security record followed: n8n went from a EUR 250M valuation to a reported $5.2B while publishing 196 GitHub security advisories in 2026 (19 critical), a CVSS 10.0 unauthenticated flaw left 59,558 hosts exposed per Shadowserver, and CISA added one n8n and six Langflow CVEs to its exploited list. Zapier MCP counts 25 million tool calls, Copilot Studio bills 5 credits per agent action, Agentforce ARR passed $1.5B, and Temporal raised $550M at $12.55B with 4,300 paying customers. Plus a hardened n8n queue-mode compose file.
15 minOct 5, 2026The 2026 SaaS Selloff: IGV Fell 36%, Then Rose 45%. Revenue Grew 11% to 37% the Whole Time
The SaaSpocalypse checked against filings: Anthropic's Cowork plugins on 30 January, Thomson Reuters' worst day ever on 3 February, $285 billion gone in a day and nearly a trillion in a week, a second leg on Mythos in April, IGV down 36 percent to its 10 April low and up 45 percent since; against that, Q2 2026 revenue growth of 11 percent at Salesforce, 24 at ServiceNow, 36 at Datadog and 37 at Snowflake, median retention flat at 110 percent, median multiples from 4.9x to 3.0x to 4.2x, 4,000 Salesforce support roles, Klarna's reversal and $65 billion of Anthropic run-rate.
13 minOct 5, 2026GPU Clouds in 2026: H100s at $2.59 an Hour, $104B of CoreWeave Backlog on $35B of Debt, and a Six-Year Bet on Silicon
The GPU rental economy from filings and price pages fetched on 5 October 2026: H100 hours that fell from about $8 in 2023 to a $1.70 trough in October 2025 and recovered to $2.59 on the transacted index while list prices rose 25 percent; CoreWeave's $2.58B quarter, $103.7B backlog, $35.1B of debt from 15 percent DDTLs to a 5.9 percent A3 facility, and Microsoft at 67 percent of 2025 revenue; Nebius, Lambda, Crusoe, Oracle's $664B RPO and NVIDIA's $105B of guarantees; who books servers over 5, 5.5 or 6 years and what Burry's $176B means; and an own-versus-rent break-even calculator.
13 minOct 5, 2026Coding Agents in 2026: Cursor at $2B Then Sold to SpaceX, Cognition at $1B, 58% on Terminal-Bench, and the Only RCT Still Says Slower
The coding-agent market as the primary sources report it in October 2026: Cursor from $500M to $1B to $2B in nine months and then acquired by SpaceX, Cognition from $73M to a $1B run-rate at a $48B valuation, Claude Code past $500M, Lovable at $13.3B, nearly 140,000 organisations on Copilot; four re-pricings from requests to tokens; Terminal-Bench 4.0 topping out at 58.2 percent for $3,267 a run; METR's redesigned study at minus 4 to minus 18 percent against 1.4 to 2x self-reports; 45 percent insecure samples, 1.7x more issues per AI pull request, and curl's bug bounty closed.
14 minSep 7, 2026No-Code Didn't Die. It Sold for 2.7x ARR While Its Replacement Raised at 27x
Airtable sold to Bending Spoons for about a quarter of its 2021 valuation on $480M of growing revenue. Lovable raised at $13.3B on $500M. Flowise archived itself and said why. What the 2026 numbers say about visual builders, prompt-to-app tools and agentic automation, and where every generated app still breaks.
13 minSep 6, 2026Seats Are Dying. What the 2026 SaaS Repricing Looks Like From the Compute Layer
A one-day 18% drop in Thomson Reuters, $1.50 per resolution at Zendesk, $15 per human at Microsoft, and a vibe-coding company at $500M run-rate with 200 people. The unit of software changed this year. Here is what it did to infrastructure.
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