Polish e-commerce marketplace Allegro has opened its platform to Ukrainian consumers, giving shoppers direct access to more than one million products from Polish sellers. The expansion marks another step in Allegro's international growth strategy and creates new cross-border opportunities for small and medium-sized businesses. Rather than launching a separate Ukrainian marketplace, Allegro is allowing consumers to place orders through its existing Polish platform, Allegro.pl. The initiative began as a pilot program in October 2026, initially involving several hundred selected Polish merchants. The move gives Allegro access to nearly 12 million active online shoppers while simplifying international sales for Polish businesses.…
From the perspective of our invest arm, Icecat Capital, the "SaaSpocalypse" - in which the valuations of SaaSs steadily decline - is not a false narrative but a structural reality: AI has fundamentally commoditized the creation and implementation of software, rendering traditional, seat-based and expensive SaaS models highly vulnerable. The Commoditization of Code The barrier to entry for enterprise software has collapsed. As demonstrated by developers using tools like Claude to replicate complex software suites in weeks, code is no longer a defensible moat. This is playing out at scale with major corporations realizing that renting software is no longer…
