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.
If you keep predicting something every year, sooner or later you may be right. At the end of last year, we kept hearing 2025 was going to be the year when agentic AI really took off. It didn’t really work out as predicted. It’s all well and good