Accenture Grew $17B, Anthropic Spent $518B, OpenAI is Trying to Lock us In
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We Canceled Claude, Deel Added $140M Without Hiring, and Meta Added $158B
We’re an AI company, and our own team was spending WAY too much time trying to make AI useful.
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Salesforce Went Down at Dreamforce, HubSpot’s CRM Now Updates Itself, Apple Plans to Charge for Siri
This week, Salesforce and HubSpot laid out their AI strategies at their major customer events, Dreamforce and UNBOUND.
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Meta Added $100B, Salesforce Paying 67x, and TIME Selling Ads to AI
As we plan for 2027, these become practical decisions: how we reach customers, where we invest, and which interactions still need our time and attention."
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Canva Lost $11B, Clay Hit $7B, 37% of HR Leaders Prefer AI to Gen Z
For the last few years, the AI thesis was that software would become easier to build and more work would become automated.
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Replit Going 50% Sales, Salesforce Debunking the AI PLG Thesis, and HubSpot Launching a $1 CRM
This week, one of the most AI-native companies in the world said more than half of their company will be salespeople by the end of the year
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Atlassian's Up $10B, Oracle Cut 21,000 Jobs, 23% of Youth Confide in AI
Last week four of the most known software companies in the world beat Wall Street's estimates. The market invested $10B to one and erased $2.4B from another.
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JPMorgan Calls SaaSpocalypse Overblown, Salesforce Adds $6.6B, Humans Become a Rounding Error
Thursday J.P. Morgan called the SaaSpocalypse overblown, and Salesforce added $6.6B in a day. Its reason: AI agents still need the data inside Salesforce."
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AI Got 80% Cheaper, SpaceX Lost $210B, and Google’s Chief Scientist Walked
When the core input of an industry gets this cheap, everything built on top of it starts to change. We are watching that play out.
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Google Put AI in 43% of Searches, Meta Lost $150B, and Microsoft Added $480B
Here is what gets me. The market is no longer asking whether these companies have good AI.
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Monday Cut 620 People, Stripe May Pay $10B to Catch Up, and Americans Started 5.6M Businesses
AI is collapsing the cost of execution, but it is not making everything cheaper.
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IBM Lost $67B to AI, Anthropic Built a $1.5B Consulting Firm, and Apple Took the Talent War to Court
Fund the compute, find the people who can make it work, and move fast enough to survive the mistakes.
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