Gemini 3 is here and it’s a doozy.

While Azure has experienced outstanding growth over the last two years, Microsoft's future as a cloud infrastructure software company will depend on the outcomes of several very specific bets.

Nine months after DeepSeek R1, we finally have a frontier level open source model being released.

Datadog was widely considered as the poster child of the 2021 SaaS top. Does this still hold true in 2025?

Buckle up, we have some AI to train in space.

AWS: $132B run-rate. Azure: $93B run-rate. GCP: $61B run-rate.

The most successful frontier lab and the best performing cloud hyperscaler in the age of AI had a deal. The old deal, however, could no longer fit the ambitions of either party. Today, this changes.

Databricks has emerged as one of the biggest AI success stories by doubling down on the same bet NVIDIA made a decade ago: that open source and AI would define the future.

State of AI from the perspective of the industry and predictions for the next 12 months.

The rise of Alibaba Cloud and it’s flagship LLM Qwen.

Applying AI for Enterprise applications is a downstream process of AI research. Let’s take an early look at some of the progress in that area over the year.

MongoDB 3.0 is a major shift in every aspect of how the company operates, following ten years of essentially being a sales organization that happens to be selling tech, rather than a technology company. While this change is long overdue, there are significant risks in the road ahead.

It's clear that OpenAI is making a full effort across all three domains of their work: research on cutting-edge models, building on top of their consumer lead to become the "chat app" of this technology shift, and aggressive effort to differentiate in the B2B space away from Microsoft and into a leadership position.

The biggest trap for executing these custom implementations is failure to meet your customers where they are, i.e., their business context. This is leading to a situation where most companies are waiting for their vendors to implement AI features rather than buy from unproven early stage companies. At a time where the majority of technical talent is concentrated in startups, this is creating an obvious friction point.

xAI is an AI company with the mission of advancing scientific discovery and gaining a deeper understanding of our universe. It’s also being occupied by the playbook mafia.

It’s time to place your bets.

The road to 1T market cap is paved with tech sales layoffs.

The last hope of the open web is an opinionated cybersecurity vendor in the midst of a GTM rebuild.