February 12, 2026
February 11, 2026
Aragon Live Video Podcast 2-11-26
Cisco doubles down on Agentic Security
By Jim Lundy Cisco doubles down on Agentic Security Cisco recently announced a significant expansion of its security portfolio designed to address the unique risks of the autonomous agent era. These updates
Anthropic Claude Opus 4.6 Challenges Enterprise AI Leaders
By Adam Pease The release of Anthropic’s Claude Opus 4.6 marks a significant pivot in the battle for the intelligent desktop. As major players like OpenAI and Google prepare their own next-generation releases for
Microsoft Sales Push Ignores Copilot issues
By Ken Dulaney Microsoft Sales Push Ignores Copilot issues This blog overviews the recent leadership changes within Microsoft’s commercial sales organization and offers our analysis on why a "sales-first"
February 9, 2026
Spending Surges at Amazon, Microsoft & Google
By Jim Lundy Spending Surges at Amazon, Microsoft & Google The fourth-quarter earnings season for the major technology providers has concluded, revealing a massive shift in how the industry allocates capital. Whi
February 7, 2026
Amazon plans to invest $200B on AWS Cloud
By Jim Lundy Amazon plans to invest $200B on AWS Cloud Amazon recently shocked the financial markets by announcing a massive $200 billion capital expenditure plan for 2026. While the company reported a solid net prof
February 6, 2026
Aragon Live Video Podcast 02-04-26
The Digital Playground: Moltbook Ushers in the Era of AI Socializing
By Adam Pease On Wednesday, January 28, 2026, the AI landscape shifted from solitary assistants to a collective ecosystem with the launch of Moltbook. Developed by entrepreneur Matt Schlicht and announced during a w
Google: Record Revenue and the $185B AI Pivot
By Jim Lundy Google: Record Revenue and the $185B AI Pivot Alphabet recently reported its fourth-quarter and fiscal year 2025 results, marking a historic turning point for the search giant. The company achi
To Live and Die in AI: Varonis buys AllTrue
By Jim Lundy To Live and Die in AI: Varonis buys AllTrue The race to secure the autonomous enterprise has reached a fever pitch as data security and AI governance collide. Cybersecurity leader Varonis Systems recentl
February 5, 2026
2026 Top Technologies and 25 Women in tech Winners
February 3, 2026
OpenAI Codex Signals the Dawn of Agentic Ops
By Jim Lundy OpenAI Codex Signals the Dawn of Agentic Ops The shift from simple code completion to autonomous project orchestration is happening faster than many industry observers anticipated. OpenAI recently announ
January 31, 2026
Bending Spoons cuts at Vimeo and Brightcove
By Jim Lundy Bending Spoons cuts at Vimeo and Brightcove PE firm Bending Spoons is moving fast to centralize its video empire after finalizing the acquisitions of Brightcove in February 2025 and Vimeo in la
Cvent buys On24 and Goldcast – Video AI or bust
By Jim Lundy Cvent buys On24 and Goldcast - Video AI or bust Cvent is making massive waves in the industry with the back-to-back acquisitions of Goldcast and ON24 for a combined $700 million. These deals re
January 30, 2026
AI Assistants: Microsoft trails Google & OpenAI
By Jim Lundy AI Assistant Adoption: Microsoft trails Google & OpenAI The race for AI assistant dominance has entered a critical phase where raw user counts are clashing with monetization realities. Recent market
Microsoft Earnings Driven by Massive AI Factory Scaling
By Jim Lundy Microsoft Earnings Driven by Massive AI Factory Scaling Microsoft reported its second quarter earnings for fiscal year 2026, delivering a strong beat on both top and bottom lines as cloud revenue surpass
January 29, 2026
CES 2026: The AI Genome and Robot realities
By Ken Dulaney CES 2026: The AI Genome and Robot realities CES 2026 has concluded, and the sheer scale of the event remains undeniable. Attendance held strong at approximately 140,000 visitors, with a notab
January 27, 2026
OpenAI Prism Accelerates Scientific Discovery Through Workflow Integration
On Tuesday, January 27, 2026, OpenAI announced the launch of OpenAI Prism, a dedicated scientific workspace designed to bridge the gap between generative AI and rigorous academic research. Revealed during a press bri
January 23, 2026