Category: Technology

I’ve been thinking about where tech is headed, and the more I watch what’s happening with LLMs and vibe-coding tools, the more I feel like we’re misnaming the shift. People keep saying “software development is getting faster.” That’s true, but it’s not the main thing. The main thing is that the whole shape of building…

Everyone is talking about “AI in private equity” like it’s a feature upgrade: summarize the CIM, speed up diligence, draft the IC memo, search the data room faster. Yes—those are useful. But that framing is too small. AI doesn’t just make PE faster; it changes what PE is. It turns PE from a firm that…

If 2024 was the year generative AI proved it could talk, mid-2025 was when agentic AI proved it could do. The market stopped obsessing over clever outputs and started demanding completed workflows. That single shift explains why AI agents became the loudest, fastest-moving trend across enterprise AI adoption. “The promise is not conversation. The promise…

The recent acquisition activity in the Indian IT services industry has sparked predictable reactions—excitement in some quarters, skepticism in others. But looked at through an analyst’s lens, moves by companies like Tata Consultancy Services and Coforge are less about headline numbers and more about a deeper structural shift underway in the market. These deals are…

Why the salestech unicorns stumbled — and what the next generation must learn The fall of 6Sense, Gainsight, Outreach, Clari, and their peers isn’t just about budgets tightening or playbooks going stale. Those are symptoms. The deeper problem is this: They were built for a market that no longer exists. 1. SaaS grew up in…

This past week shows us something important: the AI story is no longer about product demos. It’s about power, infrastructure, and legitimacy. 1. The Microsoft–OpenAI “non-divorce”A non-binding MoU reshuffles equity, revenue rights, and AGI clauses. The nonprofit now sits on a $100B+ stake — critics argue that’s optics, not governance. Regulators in California and Delaware…

Imagine sitting in a quarterly strategy meeting. Your AI assistant not only drafts the report but also flags an emerging supply-chain disruption two quarters out-before your competitors even sense trouble. This isn’t science fiction; it’s the promise of predictive generative AI, the next leap beyond “next-token” language models. Bridging Generation and Forecasting Current generative models…

In recent months, agentic AI, intelligent systems capable of autonomous decision-making and action, has surged to the forefront of enterprise innovation. Market forecasts suggest the global agentic AI sector will skyrocket from under $14 billion in 2025 to well over $140 billion by 2032, reflecting an unprecedented appetite for goal-oriented AI agents. Nearly half of…

Industry Trailblazers Just Redrew the Map In today’s fast-paced commercial landscape, businesses around the globe are experiencing a seismic shift that is redefining the way commerce is conducted. What was once considered a futuristic fantasy—where artificial intelligence seamlessly integrates into everyday business functions—is now a tangible reality. Agentic commerce, at its core, involves the introduction…

The rise of artificial intelligence (AI) in the enterprise landscape has already redefined how businesses operate, innovate, and compete. Yet, as AI matures from a specialized engineering domain into a central pillar of business strategy, the profile of those shaping its future is also evolving. No longer is the future of enterprise AI the sole…