Alex Wilhelm - FastForward

IBM CEO Arvind Krishna speaking at a press/analysts event at the Think Conference Sept 2026.

Analysis

After IBM stock takes a beating, what comes next?

The following post is a collaboration between Alex Wilhelm from the Cautious Optimism blog and FastForward. I set the stage regarding IBM’s messy quarter, digging into what analysts think about the company’s future prospects. Next, Alex dives into the financials to try to answer the question of what

Databricks CEO Ali Ghodsi in front of the databricks Data + AI Summit sign

Analysis

Databricks continues to soar as private company, but those margins are starting to shrink

The following piece is the result of a collab with my long-time friend, occasional colleague, and forever writing partner Alex Wilhelm. Alex is the author at Cautious Optimism, which I both enjoy and recommend. As with many of our collabs, I handles news and context, and Alex closes with

AWS and OpenAI logos facing each other against orange and blue backgrounds with a burst of light symbolizing partnership.

Analysis

Amazon is betting big that OpenAI stays relevant

The following post is a collaboration with my long-time friend, colleague and writing partner Alex Wilhelm. Subscribe to Alex's newsletter ‘Cautious Optimism‘ here. You'll be glad you did! In 2023, following an uninspiring AWS re:Invent, Amazon's enormous annual customer event in Las

Close-up of a laptop screen displaying code and test results, lit by warm orange sunlight streaming through window blinds.

Analysis

AI's not gonna kill SaaS, but it will force some changes

The following post is a collaboration with my long-time friend, colleague and writing partner Alex Wilhelm. Subscribe to Alex's newsletter ‘Cautious Optimism‘ here. You'll be glad you did! It's not exactly a secret that SaaS stocks have taken a pounding in recent weeks.