When you think about a company the size of Amazon, the idea of one person being responsible for everything from the locks on the doors to cybersecurity and employee safety might seem absurd. Yet that's exactly what the company decided to do. That person is CJ Moses, who
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 Vegas,
As the drama unfolded last week over OpenAI’s sudden partnership with the DoD, the department was also threatening to treat Anthropic as a supply chain risk (a designation that has since been made official). One of the key sticking points was whether these models should be used to conduct
ForwardThinking 🤔 Sam and Dario's not-so-excellent AI adventure As the drama unfolded last week over OpenAI’s sudden partnership with the DoD, the department was also threatening to treat Anthropic as a supply chain risk (a designation that has since been made official). One of the key sticking points
Cassie Crossley has literally written the book on software supply chain security. She was previously VP of supply chain security at Schneider Electric and is currently CEO and co-founder at a stealth AI cybersecurity startup. She understands supply chain risk as well as anyone, and she believes that AI-generated code
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 about
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 regularly
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
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
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
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 answer:
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. Investors
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
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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. "
Commentary
Wall Street has spent the last two weeks in a full-blown panic over SaaS, with public SaaS stocks shedding hundreds of billions of dollars in value. Investors, behaving with their usual pack mentality, have suddenly decided that AI represents an existential threat to the entire SaaS model. It’s not
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ForwardThinking 🤔 Let's talk about SaaS, baby Wall Street has spent the last two weeks in a full-blown panic over SaaS, with public SaaS stocks shedding hundreds of billions of dollars in value. Investors, behaving with their usual pack mentality, have suddenly decided that AI represents an existential threat
Analysis
If you're being honest, you probably don't pay too much attention to the ads during your typical sporting event. That's the time to go to the bathroom, grab a snack or just mute the noise. It's hard for brands, especially tech brands,
Analysis
Since its release in November 2024, the Model Context Protocol or MCP has provided a standard way for developers to connect AI assistants to external applications. Last week, the standard took a leap forward with the release of MCP Apps, a new way to embed applications directly into the chat.
Kilo Code, an early‑stage open source agentic development platform, co‑founded by GitLab chair Sid Sijbrandij, is rolling out a new command‑line interface built to work with more than 500 AI models. Kilo Code rebuilt its original CLI into a single, model-agnostic tool designed to help developers build
Commentary
When you saw me out your window Singing from the garden Only the beginning I'm only getting started I don't mind the digging Baby, I'll work harder ~Jack Johnson, Washing Dishes Six weeks ago, I announced I was leaving boldstart and taking this blog
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ForwardThinking 🤔 And we're back When you saw me out your window Singing from the garden Only the beginning I'm only getting started I don't mind the digging Baby, I'll work harder ~Jack Johnson, Washing Dishes Six weeks ago, I announced I was