Analysis - FastForward

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 Vegas,

Abstract image of code and digital circuitry on a blue background.

Analysis

AWS takes an open source turn in its agent-building strategy

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

Illustration of people navigating a maze made of business reports and charts.

Analysis

Reports find agentic AI is running into limits of how work is organized

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

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. Investors

Rows of illuminated server racks inside a modern data center, blue LED lighting reflecting off a polished floor with overhead cables and conduits visible along the ceiling.

Analysis

Cloud infrastructure revenue surges as AI expansion rolls on

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. "

The Vince Lombardi Trophy positioned between football helmets from the Seattle Seahawks and New England Patriots at a Super Bowl event.

Analysis

The Super Bowl remains a defining moment for brands to show their stuff.

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,

Repeating pattern of small white robot icons with green chat bubbles, arranged in rows on a light background.

Analysis

MCP Apps starts moving real work into the AI chat interface

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.