Every Layer of the Network Is Becoming a Data Center
The Hybrid AI Stack: From Your Pocket to the Base Station The economics of owning AI inference extend beyond the desktop to every layer of the network, from dev…
Latest Analysis
SAP Buys the Lakehouse It Could Not Build
analyst_post 8 min 2026-05-04 Acquisition Analysis · Enterprise Data Platforms SAP needed an open lakehouse foundation to compete on agentic AI workloads. Building…
Cisco's Galaxy Mode: A Star Wars Stunt That's Actually a Strategic Masterclass
Original post by Aruna Ravichandran , SVP & CMO, AI, Networking & Collaboration at Cisco. Published May 4, 2026 on the Cisco Networking Blog . Every May t…
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…
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…