INFRASTRUCTURE · ARTIFICIAL INTELLIGENCE · ENTERPRISE STRATEGY 14 March 2026 | Shashi Bellamkonda Kai raised $125 million last month and is making a specific bet: that building artificial intelligence into the core of a security platform from the ground up is better than bolting it on to an acquisition-stitched patchwork. I'm trying to understan…
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Rhoda AI raised $450 million last month and is making a specific bet: that the way they're teaching robots to move is better than how everyone else is doing it. I'm trying…
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Conference Recap · March 2026 I attended Conga Connect 2026 in Orlando, and it was good to see Dave Osborne again. When we met at the previous Conga Connect, he had just taken ov…
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Adobe reported record first-quarter results for fiscal year 2026 on 12 March 2026, delivering revenue of $6.40 billion — beating Wall Street estimates of $6.28 billion. Non-GAAP ea…
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Coupa Q4 FY26: Autonomous Spend Management and the AI Data Advantage Twenty years ago, procurement was a cost centre with a purchase order problem. Coupa was founded on the propos…
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Magic Layers converts flat AI-generated images into fully editable designs inside the Canva editor. Image: Canva Artificial intelligence promised to make visual content creation fa…
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Source note: This analysis is based on Assaf Rappaport's official announcement on the Wiz blog, 11 March 2026. Analysis and interpretation are noted separately from quoted mat…
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