September 16, 2025
Author: Jim Lundy
September 15, 2025
Video’s PE Era: Bending Spoons Buys Vimeo
By Jim Lundy Video's PE Era: Bending Spoons Buys Vimeo A significant consolidation wave is quietly reshaping the enterprise video market. In the latest headline move, Italian app developer Bending Spoons announced it
September 13, 2025
The OpenAI Profit Push: A Rift with Microsoft?
By Jim Lundy The OpenAI Profit Push: A Rift with Microsoft? The tectonic plates of the AI industry are shifting once again. OpenAI, the powerhouse behind ChatGPT, has announced a landmark plan to transition into a fo
September 12, 2025
Apple’s Quiet Revolution: The Power of Seamless Integration
By Ken Dulaney Apple's Quiet Revolution: The Power of Seamless Integration Apple's recent event showcased its standard cycle of product updates, leading many to dismiss the announcements as merely "evolutionary, not
September 10, 2025
AirPods Pro 3: A New Challenge to Bose for Travelers?
By Jim Lundy AirPods Pro 3: A New Challenge to Bose for Travelers? The personal audio market has always been fiercely competitive, especially at the premium end where features like noise cancellation are pa
September 9, 2025
The Salesloft Drift Hack and The Need for Agent Security
By Jim Lundy The Salesloft Drift Hack and the Need for Agent Security The interconnected SaaS ecosystem that powers modern business is built on a network of non-human workers: chatbots, APIs, and
September 8, 2025
MidJourney, Warner Bros. and AI Indemnity
By Jim Lundy MidJourney, Warner Bros. and AI Indemnity The legal battle over generative AI and intellectual property is rapidly escalating, and enterprises need to pay close attention. In a move that signal
Anthropic’s $1.5B Fee Fails to Fix AI’s IP Problem
By Jim Lundy Anthropic's $1.5B Fee Fails to Fix AI's IP Problem On the surface, the news of Anthropic's historic $1.5 billion settlement with a class of authors seems like a monumental win for c
September 5, 2025
Google Dodges a Bullet, Keeps Apple Ad deal
By Jim Lundy Google Dodges a Bullet, Keeps Apple Ad deal The world of technology often feels like a high-stakes game, and for the past several years, Google has been playing against the house. In the latest turn of
Google’s On-Prem AI Gambit: A Quiet Return to the Data Center
Google's On-Prem AI Gambit: A Quiet Return to the Data Center For years, the narrative around advanced AI has been inextricably linked to the massive, hyperscale public cloud. Yet, a significant portion of enterprise an
Thoma Bravo buys Verint for $2B and merges Calabrio and Verint
By Jim Lundy Thoma Bravo buys Verint for $2B and merges Calabrio and Verint The Intelligent Contact Center (ICC) market is rapidly evolving from a collection of point solutions to a battle of integrated platforms. In
Hyland Aims to Automate the Enterprise
By Jim Lundy Hyland Aims to Automate the Enterprise Hyland, a long-standing player in enterprise content management, recently unveiled its Enterprise Context Engine and Enterprise Agent Mesh. These offerings aim to del
Cracker Barrel’s Swift U-Turn: Lessons Learned
By Jim Lundy Cracker Barrel’s Swift U-Turn: Lesson Learned In a world of constant rebranding and modernization, it's rare to see a company admit a mistake and hit reverse. Yet, that's precisely what the restaurant ch
The Generative AI Race Tightens: Platform Differentiation Beyond Performance
By Adam Pease The Generative AI Race Tightens: Platform Differentiation Beyond Performance The Generative AI race is on and it is tightening. For much of the past two years, OpenAI’s C
Alibaba’s AI Chip Strategy Advances
By Adam Pease Alibaba’s AI Chip Strategy Advances The global race for AI dominance is increasingly being fought at the silicon level, where access to high-performance chips has become
Microsoft Debuts Its Own AI Models
By Adam Pease Microsoft Debuts Its Own AI Models Microsoft’s AI division has introduced two new in-house models—MAI-Voice-1 and MAI-1-preview—marking a notable shift from its current reliance on OpenA
Meet Workspace Ultra: Google’s New AI Video Plan
By Jim Lundy Meet Workspace Ultra: Google's New AI Video Plan The relentless pace of AI innovation continues to reshape the digital workplace. In a move that clearly targets creative and technical professio
Showpad and Bigtincan to Merge: a New Titan emerges
By Jim Lundy Showpad and Bigtincan to Merge: a New Titan emerges Hot on the heels of the recent Clari and Salesloft merger, the revenue enablement market is undergoing another significant transformation. Vector Capit
AI Market: The GPT-5 Bubble Reality Check
AI Market: The GPT-5 Bubble Reality Check By Adam Pease The narrative arc of generative AI has shifted dramatically in recent months. Once hailed as a transformative force for enterprise productivity, it's now facing
August 25, 2025