Sunday, August 30, 2026

Gross Retention

Archive

38 articles

2026

Google and Meta Show Courts Favoring Behavioral Remedies Over Breakups, With Margin Effects Unquantified

Google/Wiz clearance signals possible pivot toward remedies in FTC and DOJ vertical tech merger review

AI Is Reversing SaaS Buyer Power

Nike and Canvas Move the Security Budget Inside the Firewall

Satellites Leave the Venture Sideshow

The 190-Gigawatt AI Data-Center Pipeline Is Bigger on Paper Than in Power

Zhipu Open-Sources GLM-5.3-Flash Under an MIT License at $0.15 per Million Input Tokens, Pressuring What Closed-Model Vendors Can Hold at Renewal

The Expensive GPU Waiting Room

AI Is Splitting the Venture Software Market in Two

The GPU Shortage Is Breaking the Hyperscaler Lock

AI’s Next Chip Bottleneck Has a Memory Problem

AI’s Trust Deficit Is Becoming an Investor Liability

The One Gap Open-Weight LLMs Cannot Close: Someone to Sue

Cyber Insurance Premiums Are Falling While Breaches Are Rising. That's a Signal.

Every On-Prem LLM Is Inference Revenue a Hyperscaler Will Never See

Elastic Went Back to Open Source. Now It Has to Prove the Fork Didn't Already Win.

The Open-Weight LLM Performance Gap Is Closing at One Month Per Quarter

ServiceNow's Real Moat Is the Workflow Graph — and AI Is About to Make It Unbreakable

eBPF Is Quietly Replacing the Linux Kernel Module

MongoDB Is the Default Database for AI Agents — and the Market Hasn't Priced It

Oracle's Cloud Business Is a $22 Billion Run-Rate That Nobody Is Pricing In

Rust in the Linux Kernel Shipped Production Drivers — and the Memory Safety Argument Is Winning

The SaaS IPO Pipeline for H2 2026 Is the Strongest Since 2021

Small Language Models Are the Real Enterprise AI Story

Zscaler's Premium Valuation Is the Price of a Structural Moat That Gets Deeper Every Quarter

The Best AI Developer Tools Assumed an AI-First Workflow. The Legacy Tools Are Bolting AI onto Yesterday's Paradigm.

SAP's RISE Program Is the Biggest Enterprise Software Migration in History. The Execution Risk Is as Big.

The SEC's 4-Day Cybersecurity Disclosure Rule Created a Permanent Demand Floor for Security Software

The Antitrust Scrutiny of Cloud Bundling Is Following the Same Script as the 1990s Browser Case

Microsoft 365 Copilot's Enterprise Numbers Are Softer Than the Press Releases Suggest

Private Equity's Software Portfolio Is Generating Bond-Like Returns With Equity Risk

The Most Important AI Benchmark in 2026 Is Not MMLU — It's SWE-Bench Verified

CrowdStrike's Outage Paradoxically Strengthened the Bundling Strategy

Salesforce Agentforce Is the Most Credible AI Monetization Story in Enterprise Software

Shopify's Enterprise Pivot Is an Offensive Against Amazon, Not a Retreat From SMBs

Cybersecurity’s New Math: Cheaper Attacks, $5 Million Cleanups

Vertical SaaS Has a Blast-Radius Problem

California’s Antitrust Break With Washington Could Add a New State-Level Veto to Tech M&A