NVIDIA Is Not Selling You a Laptop. It Is Selling You a Permission Architecture.
AI Infrastructure RTX Spark is a superchip. The more consequential product is the agent policy layer NVIDIA and Microsoft are co-building beneath it. By Shashi B…
Latest Analysis
Salesforce Bought a Content Layer, Not a CMS
Enterprise AI Strategy · Platform Analysis Salesforce's acquisition of Contentful is possible at this speed because Headless 360 solved the integration prob…
Honeywell Technologies Is Not a Rebrand. It Is a Focus Bet.
Enterprise Technology · Industrial Automation Honeywell separates into two independent companies on June 29. The automation business keeps the HON ticker and th…
WEB INFRASTRUCTURE 1998 Adobe Lost. Microsoft Lost. Flash Lost. SVG Won. The format that outlasted the corporate format wars is now how language models write images. 1…
The Phone Book for AI Agents Already Exists. The Question Is Who Owns It.
Enterprise Infrastructure I took support calls at Network Solutions when domain names were new. The same infrastructure fight is starting over, this time for AI…
Agent Traffic Has a Different Shape. AWS Had to Rebuild Its Search Engine Around It.
AI Infrastructure & Cloud Platforms AI agents don't use software the way humans do. The infrastructure underneath your AI strategy was built for humans.…