Enterprise Software · Collaborative Work Management Smartsheet's Contributor seat makes commenting and attachments free across all user model plans. The real story is what private ownership made possible. By Shashi Bellamkonda · May 3, 2026 $8.4B Blackstone + Vista take-private, Jan 2025 Apr 30 Contr…
Enterprise Software · Market Analysis The stock market is pricing enterprise SaaS as though ChatGPT is the replacement. The 2000s already ran that experiment. By…
Analysis 6 minutes 2026-05-03 Enterprise Network Strategy Nokia handed off a $200M revenue business for $20M in equity. Understanding what that price gap reveals a…
May 2026 AMD showed off its Ryzen AI Halo Mini PC the other day. Box is maybe the size of a thick book. 128 GB unified memory. Runs 200 billion parameter models…
I pay for five AI models. Claude Pro, Gemini Pro, Amazon Quick Plus, Grok (through X Pro), and access to GPT-5.5 and others through Abacus AI's router LLM.…
Independent Analysis · AI Infrastructure · Enterprise AI By Shashi Bellamkonda You know how AI-generated images always misspell words on signs? "Restuarant.…
Marketing Technology · Retail Media Amazon's advertising business posted $17.2 billion in a single quarter. Most marketers still think of it as a tool for b…