Commentary
As the winter snow keeps accumulating in the Northeast and the tech news continues to pile up with it, I thought it would be fun to once again pay homage to Dan Shaughnessy, the long-time sports columnist at the Boston Globe, who regularly writes columns gathering his random thoughts
Newsletters
ForwardThinking 🤔 Been a long cold lonely winter As the winter snow keeps accumulating in the Northeast and the tech news continues to pile up with it, I thought it would be fun to once again pay homage to Dan Shaughnessy, the long-time sports columnist at the Boston Globe, who
Analysis
We keep hearing that agents are going to be a big deal. Even if that hasn’t happened yet at scale, it's a fair bet that agents are going to become a significant part of every company's enterprise software strategy in the years ahead. The hyperscalers
Profiles
Tien Tzuo has been around SaaS for much of his professional career, joining Salesforce as employee #11 in 1999, the year the company launched. He later founded Zuora, a SaaS subscription management and billing platform. He understands SaaS as well as anyone, so when he says SaaS companies need to
Commentary
I was at an event recently where I had an interesting discussion with a college dean about preparing young people for the changing world AI is creating. When I asked about his students' interest in AI, he surprised me with his answer: he said they were more concerned about
Newsletters
ForwardThinking 🤔 The true cost of easy-peasy AI I was at an event recently where I had an interesting discussion with a college dean about preparing young people for the changing world AI is creating. When I asked about his students' interest in AI, he surprised me with his
Analysis
As we move deeper into the agentic AI era, this should be the moment when companies rethink how work flows through their organizations, not just train agents to replicate existing processes, inefficiencies and all. A new report from Deloitte suggests that isn’t happening. And it’s not just a
Analysis
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.
Commentary
Conventional wisdom suggests that using AI tools makes us more productive. Think about it: you've got this bot that can do stuff for you, whether that's writing code, conducting research or editing this commentary. In theory, that should save time and reduce the administrative busy work
Newsletters
ForwardThinking 🤔 With a little help from my bots Conventional wisdom suggests that using AI tools makes us more productive. Think about it: you've got this bot that can do stuff for you, whether that's writing code, conducting research or editing this commentary. In theory, that should
Profiles
Cisco was founded 41 years ago as a network equipment company. While it has dipped into a number of other technology areas over the years through an aggressive acquisition strategy, its core networking mission has remained steady — even as networking itself has evolved from TCP/IP to Ethernet to WiFi
Analysis
It was a very good year for the big three cloud infrastructure vendors in 2025, and for anyone with even a sliver of market share for that matter. As AI expansion continued unabated, the cloud infrastructure sector pulled in a staggering $419 billion for the year, per Synergy Research. "