Opinion
Big Tech's $9B forward-deployed engineering arms race leaves small business waitlisted
Microsoft, AWS, OpenAI, and Anthropic are pouring billions into embedding engineers inside Fortune 500s. SMBs need a different lane.
Section
Opinion
Opinion and market analysis on how AI is reshaping the productivity-software industry.
Opinion
The AI deployment arms race is a Fortune 500 story. SMBs are watching from the sidelines.
Microsoft's $2.5B Frontier Company and AWS's $1B FDE org are pouring engineers into the biggest customers on earth — leaving the long tail of small and mid-size businesses to figure it out themselves.
Opinion
The AI layoff wave is becoming a powder keg
Record profits, near-1,000-a-day job cuts, and a handful of AI insiders minting generational wealth — the optics are starting to write their own politics.
Opinion
'Disrupted or dead': the pre-ChatGPT SaaS unicorn class is being wound down in public
PitchBook's fallen-unicorn list, shared exclusively with CNBC, names 75 SaaS companies — double the next category — as AI funding concentration leaves a generation of workflow software without a buyer or a bid.
Opinion
78% of knowledge workers now use AI agents weekly. The bigger number is what changes after that.
Microsoft's Work Trend Index, released May 5, says agent usage has more than sixfold in eighteen months. The reshape-the-org figure is the one that matters.