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monday.com: Workflow Automation & AI Adoption in a Large Enterprise
Jul 31, 2026
Partner Interview
mondaycom•IL•Mid CapClickUpAsanaAtlassianSmartsheetMicrosoftSwitching CostsB2B SoftwarePhysical Infra & NetworksInformation TechnologyJul 31, 2026
monday.com & Claude: Building a Combined AI Operating System for SMBs
Jul 30, 2026
Partner Interview
mondaycom•IL•Mid CapAnthropicClickUpAirtableAsanaAtlassianHubSpotMicrosoftSwitching CostsB2B SoftwarePhysical Infra & NetworksInformation TechnologyCommunication ServicesJul 30, 2026
Nebius & CoreWeave: Building Mini-Hyperscalers vs Bare Metal Strategy
Jul 24, 2026
Partner Interview
Amazon•US•Mega CapCoreWeaveOpenAIAnthropicNebius GroupMicrosoftGoogleNVIDIAClickHouseNetwork EffectsScale EconomiesSwitching CostsProcess PowerVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsMission Critical Products & ServicesConsumer DiscretionaryInformation TechnologyCommunication ServicesJul 24, 2026
SAP RISE: A Colgate-Palmolive Customer's Perspective
Jul 20, 2026
Partner Interview
Sap Se•DE•Large CapOracleAmazonGoogleMicrosoftWorkdaySwitching CostsNetwork EffectsScale EconomiesB2B SoftwareVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsInformation TechnologyConsumer DiscretionaryCommunication ServicesJul 20, 2026
Workday: BP Case Study Salesforce Orchestration & the Abstraction of Core HR
Jul 18, 2026
Jul 18, 2026
Sierra vs Salesforce Agentforce: Enterprise Orchestration Layer Competition
Jul 17, 2026
Jul 17, 2026
Weekly update
Wise, Hyperscalers vs Labs, Meta
Jul 15, 2026
Microsoft•US•Mega CapOpenAIAnthropicAmazonWiseMeta
Jul 15, 2026
Azure AI Foundry: Model Routing, Quota Constraints & Frontier Model Economics
Jul 13, 2026
Partner Interview
Microsoft•US•Mega CapNebius GroupAnthropicOpenAISpaceXGoogleAmazonMetaSwitching CostsNetwork EffectsScale EconomiesPhysical Infra & NetworksMarketplaces & PlatformsVertically Integrated RetailerInformation TechnologyCommunication ServicesConsumer DiscretionaryJul 13, 2026
Nintendo: Culture, Creativity & the Shift Toward Corporatism
Jul 13, 2026
Partner Interview
Nintendo•JP•Mega CapMicrosoftSonyCornered ResourceSwitching CostsUnique IP & BrandsPhysical Infra & NetworksCommunication ServicesInformation TechnologyConsumer DiscretionaryJul 13, 2026
Anthropic, SaaS & Enterprise Software Budgeting: A Fortune 500 CIO Perspective
Jul 7, 2026
Partner Interview
OpenAIAnthropicGitHubServiceNowSalesforceMicrosoftAmazonGoogleSwitching CostsNetwork EffectsScale EconomiesB2B SoftwarePhysical Infra & NetworksVertically Integrated RetailerMarketplaces & PlatformsInformation TechnologyConsumer DiscretionaryCommunication ServicesJul 7, 2026
CoreWeave, Nebius & the Neocloud Value Chain
Jul 1, 2026
Partner Interview
Amazon•US•Mega CapMicrosoftGoogleClickHouseCoreWeaveOpenAIAnthropicNVIDIAMetaNetwork EffectsScale EconomiesSwitching CostsProcess PowerVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsMission Critical Products & ServicesConsumer DiscretionaryInformation TechnologyCommunication ServicesJul 1, 2026
Nebius vs CoreWeave: Business Model, Financing & Path to Profitability
Jun 29, 2026
Partner Interview
Nebius GroupCoreWeaveOpenAILambda LabsClickHouseAmazonGoogleMicrosoftAnthropicNetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsInformation TechnologyConsumer DiscretionaryCommunication ServicesJun 29, 2026
Microsoft Agent 365, OpenAI DeployCo, & Enterprise AI Adoption
Jun 26, 2026
Jun 26, 2026
SAP & AI Agents: A CIO's Enterprise Deployment Reality
Jun 25, 2026
Jun 25, 2026
Google TPU vs NVIDIA GPU: Training, Inference & Total Cost of Ownership
Jun 22, 2026
Partner Interview
Google•US•Mega CapOpenAIAnthropicTSMCNVIDIAMicrosoftAmazonNetwork EffectsSwitching CostsProcess PowerScale EconomiesPhysical Infra & NetworksMarketplaces & PlatformsMission Critical Products & ServicesVertically Integrated RetailerCommunication ServicesInformation TechnologyConsumer DiscretionaryJun 22, 2026
Nvidia, Intel & the GPU-to-CPU Ratio in Agentic AI Infrastructure
Jun 17, 2026
Partner Interview
NVIDIA•US•Mega CapAnthropicOpenAITSMCIntelArmGoogleAmazonMicrosoftApplied MaterialsProcess PowerSwitching CostsNetwork EffectsScale EconomiesMission Critical Products & ServicesPhysical Infra & NetworksMarketplaces & PlatformsVertically Integrated RetailerInformation TechnologyCommunication ServicesConsumer DiscretionaryJun 17, 2026
Weekly update
Google Gemini, Azure GPU Planning, Toast, CCC's AI Risk
Jun 16, 2026
Google•US•Mega CapMicrosoftAmazonCCC Intelligent SolutionsToast
Jun 16, 2026
SAP S/4HANA Migration: Make vs Buy with AI & Reducing SaaS Spend
Jun 16, 2026
Partner Interview
Sap Se•DE•Large CapAnthropicDatabricksOpenAIMicrosoftServiceNowDassault SystèmesSwitching CostsB2B SoftwarePhysical Infra & NetworksInformation TechnologyJun 16, 2026
Google Gemini, Anthropic & the AI Harness Layer
Jun 12, 2026
Partner Interview
Google•US•Mega CapAmazonMicrosoftAnthropicOpenAINetwork EffectsScale EconomiesSwitching CostsVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsConsumer DiscretionaryInformation TechnologyCommunication ServicesJun 12, 2026
Microsoft Azure AI: Capacity Planning, GPU Allocation & Internal Prioritization
Jun 12, 2026
Jun 12, 2026
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