Oracle is increasingly well positioned to benefit from AI through its infrastructure software segment and by embedding AI into its applications. Oracle’s leverage adds risk to the investment thesis.

OpenAI shifts focus from video generation to advanced AI models, sparking industry-wide strategic realignment.

Oracle is increasingly well positioned to benefit from AI through its infrastructure software segment and by embedding AI into its applications. Oracle’s leverage adds risk to the investment thesis.

This moment of democratization demands differentiation that stresses unique value built on a promise of flexibility, customization, and rapid prototyping. Platform companies are rethinking their ...

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As cloud-based software continues to mature, the practice of cloudwashing persists – a misbranding exercise where vendors market traditional hosted or on-premises software as true SaaS. The problem is ...

Software-as-a-service (SaaS) companies are being challenged by artificial intelligence (AI) models that can perform tasks previously dependent on enterprise software. And as AI-powered tools enable ...

Reid Hoffman, co-founder of LinkedIn, has pushed back against the growing narrative that AI will kill off software companies. In a letter titled "Notes from the SaaS Funeral," Hoffman argues that ...