Enterprise Tech

The AI Browser Wars Are Here

Why the browser matters and the state of the AI browser landscape

Sep 9 •

The Cloud Wars Update: Who’s Winning the AI-Driven Growth Battle

Azure captures the largest share of new cloud dollars as AWS hits capacity limits and Google builds momentum

Aug 4 •

The Rise of Verticalized AI Coworkers

AI colleagues and teammates are finding their way to every industry role

Jul 29 •

Figma S-1 Breakdown

On time-to-market, going multi-product, PLG, and profitable growth

Jul 15 •

Infrastructure in the Age of AI Gatekeepers

What happens when AI agents choose your stack

May 20 •

The AI TAM Expansion Opportunity

How companies can truly capture labor budgets and avoid price compression

May 6 •

Observations from the 2025 Enterprise Tech 30

On the rise of AI-native applications, agents and fundraising in AI

Mar 31 •

The Rise of the Agentic Workforce

AI colleagues and teammates are everywhere

Jan 29 •

A few themes for 2025

The obligatory 2025 predictions piece

Jan 8 •

ServiceTitan S-1 Breakdown

On the vertical SaaS playbook, growth and profitability, and ratchets

Dec 5, 2024 •

The Evolution of SaaS Pricing in the AI Era

On selling work, value and outcomes

Jul 22, 2024 •

Three Archetypes of AI Application Startups

On copilots, autopilots and service-as-software

Jul 15, 2024 •

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