September 2, 2025
Blogs
August 31, 2025
Google’s On-Prem AI Gambit: A Quiet Return to the Data Center
By Jim Lundy 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
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
Nvidia’s Juggernaut Quarter: A $46.7 Billion Triumph
By Jim Lundy Nvidia's Juggernaut Quarter: A $46.7 Billion Triumph The artificial intelligence gold rush continues to mint fortunes, and no company is selling more shovels than Nvidia. The chipmaker just a
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 offering
August 29, 2025
Cracker Barrel’s Swift U-Turn: A Lesson in Knowing Your Roots
By Jim Lundy Cracker Barrel’s Swift U-Turn: A Lesson in Knowing Your Roots In a world of constant rebranding and modernization, it's rare to see a company admit a mistake and hit reverse. Yet, that's precis
The Generative AI Race Tightens: Platform Differentiation Beyond Performance
By Adam Pease The Generative AI Race Tightens: Platform Differentiation Beyond Performance For much of the past two years, OpenAI’s ChatGPT stood apart from the pack. But new consumer data sugge
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 a point of
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 OpenAI’s foun
August 28, 2025
Google jumps ahead with Generative Video and Workspace Ultra Plan
By Jim Lundy Google jumps ahead with Generative Video and Workspace Ultra Plan The relentless pace of AI innovation continues to reshape the digital workplace. In a move that clearly targets creative and te
August 27, 2025
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. Ve
August 25, 2025
Is the AI Market in a Bubble or Just Catching Its Breath, GPT-5 Release Raises Questions
Is the AI Market in a Bubble or Just Catching Its Breath, GPT-5 Release Raises Questions By Adam Pease The narrative arc of generative AI has shifted dramatically in recent months. Once hailed as a transformative for
Grammarly’s Billion Dollar Bet: Is a New Interface Enough?
Grammarly's Billion Dollar Bet: Is a New Interface Enough to Stay Relevant? By Jim Lundy The world of writing assistants is heating up, and one of the original players is making a bold move to k
August 20, 2025
Databricks’ $100B Valuation: Will It Delay or Accelerate IPO?
Databricks' $100B Valuation: Will It Delay or Accelerate a Public Offering? Databricks has confirmed it has signed a term sheet for a Series K funding round. While the specific amount of new capital to be rais
An Unacceptable Risk: Meta’s AI Guidelines Reveal the Urgent Need for Regulation
By Jim Lundy An Unacceptable Risk: Meta’s AI Guidelines Reveal the Urgent Need for Regulation By Jim Lundy The rapid advancement of generative AI brings with it immense potential, but also profound ris
August 19, 2025
Adobe’s New AI-Powered Acrobat Studio Will Challenge Microsoft Copilot
By Jim Lundy Adobe's New AI-Powered Acrobat Studio Will Challenge Microsoft Copilot The humble PDF has been the cornerstone of digital documents for decades, a reliable but largely static container for in
August 16, 2025
NVIDIA’s new World Models: The Arms Race for Robotics AI Heats Up
By Jim Lundy NVIDIA's new World Models: The Arms Race for Robotics AI Heats Up The science fiction vision of robots that can perceive, reason, and act in the physical world is rapidly beco
August 14, 2025
GPT-5 Lands With a Pragmatic Pitch: Efficiency First
By Adam Pease GPT-5 Lands With a Pragmatic Pitch: Efficiency First OpenAI’s GPT 5 lands with a practical pitch: cheaper to run, better at code, and designed for scaled enterprise use, without pretending to re
Smart Communications Bets on AI Orchestration with Pendula Acquisition
By Jim Lundy Smart Communications Bets on AI Orchestration with Pendula Acquisition The landscape of customer engagement is littered with fragmented interactions and incomplete journeys, much to the frustra