Cisco Buys Astrix to Give Every Agent Its Own Identity
analyst_post 7 minutes 2026-05-04 DefenseClaw / Clawconomy / Identity Humans got directories. Agents got shared service accounts. Cisco just bought the company tha…
Latest Analysis
Creatio Just Added a Tier That Makes Per-Seat Pricing Optiona
Enterprise Software · Pricing The Unlimited plan eliminates per-seat licensing entirely. That breaks the financial logic the SaaS category was built on, and for…
Smartsheet's Free Commenting Move Is a Private Equity Bet, Not a Pricing Tweak
Enterprise Software · Collaborative Work Management Smartsheet's Contributor seat makes commenting and attachments free across all user model plans. The rea…
The Lesson from the 2000s That AI Hype Is Trying to Make You Forget
Enterprise Software · Market Analysis The stock market is pricing enterprise SaaS as though ChatGPT is the replacement. The 2000s already ran that experiment. By…
Nokia Is Choosing Its Future. The FWA Sale Is the First Proof.
Analysis 6 minutes 2026-05-03 Enterprise Network Strategy Nokia handed off a $200M revenue business for $20M in equity. Understanding what that price gap reveals a…
Every Home Will Be Its Own Data Center
May 2026 AMD showed off its Ryzen AI Halo Mini PC the other day. Box is maybe the size of a thick book. 128 GB unified memory. Runs 200 billion parameter models…
I Pay for Five AI Models. Here Is What Actually Works.
I pay for five AI models. Claude Pro, Gemini Pro, Amazon Quick Plus, Grok (through X Pro), and access to GPT-5.5 and others through Abacus AI's router LLM.…