With autonomous driving mostly a foregone conclusion, the next big frontier is humanoid robotics. If they are able to execute on that vision, Tesla has a path to becoming the most valuable company in the world.

Value accrues at the bottom of the stack, and that value is about to grow exponentially under a new administration. However, the implications go beyond just economics.

We are still far off from what companies used to spend at the peak of the tech bull market.

Deep dive into NVIDIA's strategy for 2025-2027 and it’s implications for tech sales.

Cybersecurity funding for early stage companies has seen a significant jump compared to the bear market of 2H'22 and '23.

2024 was a "building" year - the time when we set up the foundations that we will build upon going forward. It was not about easy wins or victory laps but grinding through the work that needs doing.

Fortinet has been in the business for 25 years and it really shows. Their strategy and scale is a reflection of iterative steps taken over the decades to build a comprehensive cybersecurity platform (on paper).

Nine months ago, I wrote about Palo Alto Networks and how they centered their business strategy around becoming THE security platform of choice. This was a big statement to make two years ago when they first started talking about it, and it remains one of the most audacious bets the cybersecurity industry has ever seen.

AWS re:Invent was the last major event of the year, and it set many expectations for how the competitive landscape will look over the next 12 months.

After dodging a $23 billion acquisition, Wiz is now going aggressively towards IPO. Is this the right time, right place for you to become a WIZARD?

The hottest topic in Enterprise AI adoption these days is Agents. It's time to look at what this actually means, why Enterprise customers find them relevant, and how the big boys are implementing them today.

In an industry full of largely anonymous and bland companies, led by “professional managers”, Palantir stands out in many ways.

While the software market has had a slow first half, in Q3’24 we are seeing an acceleration of cloud adoption, particularly when it comes to GenAI workloads. AWS and GCP continue to go through internal changes as they try to improve productivity; hiring is either stagnant or they are reducing headcount via PIPs. Azure remains the best place right now to sell AI, as they are close to reaching $10 billion ARR in AI-related workloads.

As SaaS has become the most important model for deploying software, middlemen have slowly been pushed out unless they offer additional value to the end customers.

Lacework was once considered a highly promising cybersecurity opportunity, reaching a valuation as high as $8.3 billion. Recently the company ended up being sold as a minor SKU line item to Fortinet for a fraction of that value. 

The soft 2024 and the future ahead visualised through the lens of CIOs, who need to make critical investment decisions.

The "Secure Future Initiative" is critical to the long-term success of Microsoft. Poor execution, however, is likely to lead to significantly reduced growth for Azure AI Service.

Analysing the tech sales culture at Salesforce based on their current hiring strategy.

Splunk is one of the most interesting companies in the cloud infrastructure software business in the last 10 years. 

While today Observability and SIEM products are considered core industry niches, at the time when Splunk went public (2012), this seemed less obvious.

As we progress towards the end of the year, it's essential to reflect on the state of GenAI adoption for Enterprise use cases.