Analysis
Databricks has spent over a decade establishing itself as a cloud data platform company. This week, the company announced a new cybersecurity product that will put it in front of an entirely different buyer: the CISO. The new Lakewatch product is predicated on the idea that security is increasingly a
Analysis
Last week, Shantanu Narayen announced he was stepping down as Adobe CEO after 18 years, leaving behind a legacy of transformation. Perhaps his biggest achievement was moving Adobe’s popular Creative Suite from boxed software to a cloud subscription business. "He did the impossible by saving and transforming an
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! In 2023, following an uninspiring AWS re:Invent, Amazon's enormous annual customer event in Las Vegas,
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
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. Investors
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. "
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.