Nebius Is Buying the Inference Stack One Layer at a Time
AI Infrastructure Nebius licensed Clarifai's inference IP and brought in its engineering team. Combined with the Eigen AI acquisition, the Token Factory now…
Latest Analysis
Qualtrics Bought Press Ganey Forsta for Its Data, Not Its Dashboard
Analyst Post 6 minutes 2026-05-18 $6.75B Acquisition Price 41,000+ Healthcare Facilities on PGF Largest Tech Deal in Utah History The number that matters in the Qualtri…
Your Agent Knows Less Than You Think: Sierra's tau-knowledge Benchmark Exposes the Retrieval Gap
Agentic AI · Benchmark Analysis Sierra's tau-knowledge benchmark tests agents on messy, evolving knowledge bases. Even the best frontier model passes only 3…
Crossing $5 Billion in ARR Is Not the Story. Falcon Flex Is.
$5.25B FY2026 Ending ARR 120%+ Falcon Flex ARR Growth YoY 380+ Re-Flex customers Q4 FY2026 27 sec Fastest adversary breakout time 89% Rise in AI-enabled attacks, 2025 En…
Hold On To The Friend Who Talks Too Much
We are speaking thousands fewer words to each other every day, and devices, television, and digital convenience have quietly filled the silence. The people in …
AI and Your Job: What the Data Actually Says
AI and Your Job: What the Data Actually Says Every week another company announces layoffs and mentions AI in the same breath. Some of that is real. A lot of it …
The Alphabet Stack Is Not a Product Map. It Is an Exit Problem.
Enterprise AI · Platform Strategy Sundar Pichai's Alphabet controls the chip, the model, the browser, the search layer, and the autonomous vehicle. For ente…