November 12, 2025
Author: Adam Pease
November 7, 2025
AWS Secures $38B OpenAI Partnership, Solidifying AI Infrastructure Dominance
By Adam Pease AWS Secures $38B OpenAI Partnership, Solidifying AI Infrastructure Dominance Amazon Web Services (AWS) and OpenAI today, November 3, 2025, announced a landmark multi-year, $38 billion strategic partners
Apple Taps Google Gemini to Power Long-Delayed Siri Revamp
By Adam Pease Apple Taps Google Gemini to Power Long-Delayed Siri Revamp Apple is finalizing a landmark agreement to license Google's Gemini AI, a move that signals a significant strategic pivot to salvage its delaye
October 29, 2025
Anthropic Supercharges Claude with ‘Agent Skills’
By Adam Pease Anthropic Supercharges Claude with 'Agent Skills' Anthropic has significantly upgraded its AI assistant, Claude, by introducing a new framework called Agent Skills. Announced on October 16, 2025, this r
October 28, 2025
Nvidia Invests $1B in Nokia, Targeting AI-Driven 6G and Data Center Dominance
By Adam Pease Nvidia Invests $1B in Nokia, Targeting AI-Driven 6G and Data Center Dominance In a significant strategic move, Finnish telecom giant Nokia announced on Tuesday, October 28, that it has secured a $1 bill
October 23, 2025
The Agentic Shift: OpenAI’s Atlas Browser Moves From Answering to Acting
By Adam Pease The Agentic Shift: OpenAI's Atlas Browser Moves From Answering to Acting OpenAI announced its ChatGPT Atlas browser at its developer conference on October 22, 2025, representing a notable step in the ev
October 20, 2025
Anthropic Enters Life Sciences with Claude for Research Acceleration
By Adam Pease Anthropic Enters Life Sciences with Claude for Research Acceleration Anthropic is expanding its reach beyond general AI applications with the launch of Claude for Life Sciences, a new platform designed
October 17, 2025
Walmart Brings Shopping to ChatGPT Through New OpenAI Partnership
By Adam Pease Walmart Brings Shopping to ChatGPT Through New OpenAI Partnership Walmart is taking a major step toward conversational commerce, announcing a deal with OpenAI that will let shoppers make purch
October 15, 2025
AMD and OpenAI Deepen Partnership to Scale AI Infrastructure
By Adam Pease AMD and OpenAI Deepen Partnership to Scale AI Infrastructure OpenAI’s demand for computing power continues to soar, and AMD is stepping in to help meet it. The two companies have signed a multi-year a
September 30, 2025
Sora 2: OpenAI’s Bold Move Into Social Media
By Adam Pease Sora 2: OpenAI's Bold Move Into Social Media Sora 2 is here. The generative AI race continues to accelerate, and OpenAI’s latest release underscores just how quickly multimedia capabilities are evolvi
September 11, 2025
BoxWorks 2025: AI Agents and the Enterprise Content Challenge
By Adam Pease BoxWorks 2025: AI Agents and the Enterprise Content Challenge At this year’s 2025 BoxWorks, CEO Aaron Levie doubled down on the role of generative AI in unlocking enterprise value. The spotlight was o
December 16, 2021
Ericsson Buys Vonage for $6.2 Billion As the Race for 5G Services Heats Up
View a PDF of this First Cut. Summary: Ericsson announced its entry into the UC&C and Intelligent Contact Center markets with the acquisition of Vonage for $6.2 billion. Ericsson indicated that the need for enterp
August 9, 2021
Your Product Managers Need Budgets For Research
by Betsy Burton I’ve been speaking with a number of product and program managers at technology/service providers (TSP) regarding needed features, capabilities, and enhancements. Many of these product managers are tryi
August 6, 2021
Watching Plants Grow Goes High-Tech with Computer Vision
by Adam Pease More buyers are gaining awareness of computer vision as the market expands to include new enterprise use cases. Nokia Bell Labs and AeroFarms recently announced their plans to deploy a computer vision syst
Cornerstone Goes Private in $5.2 Billion Deal
by Jim Lundy On August 5, Cornerstone OnDemand will be sold to Clearlake capital group for $5.2 billion. This comes on the heels of the merger last year between Cornerstone and Saba, and represents another example of pr
July 27, 2021
Defining Effective Metrics Based on Hybrid Causation & Correlation Data
by Betsy Burton I recently had a discussion with a client who shared some frustration because he felt that his management was creating more metrics and making conclusions based on metrics that he felt had little to do w
Introducing tPaaS Market: Open Call for Aragon Globe Submissions
by Betsy Burton For the past few months, we at Aragon Research have been talking and writing about a new emerging market that is an evolution of iPaaS. Aragon Research has identified the tPaaS market—Transformation Pl
July 23, 2021
Zoom Buys Five9 for $14.7 Billion and Sets the Stage for the Consolidation of UC&C and Contact Center
by Jim Lundy View a PDF of this First Cut. Summary: Zoom announced an agreement to acquire Five9 in an all stock $14.7 billion dollar deal this week. With a 25X revenue multiple, the deal signifies the beginning o
June 29, 2021
Computer Vision at the Grocery Store: Amazon Versus Trigo
by Adam Pease This last week, new developments were afoot in the world of computer vision for retail. Amazon, a major provider, and Trigo, a new market entrant, both revealed news about their seamless checkout solutions