Independent Analysis: AI, SaaS, and Revenue Growth Strategy

Food software doesn't get the attention it should. A lot of problems can be solved with AI and transactional software. GrubMarket’s acquisition of Procurant significantly expands its AI and software presence across the fresh food supply chain. The strategic value comes from consolidating transactional control. Procurant provides a widely used, cloud-native platform that major retailers and suppliers rely on to manage procurement, compliance, and trading. In practice, this platform functions as a digital “source of truth” for fresh produce transactions, touching a meaningful share of the U.S. food market. By integrating Procurant’s trading platform with GrubMarket’s existing tools - especially the WholesaleWare ERP and the GrubPay payment solution - GrubMarket moves toward owning the full financial and operational data pipeline. The Core Business Value: Systemic Lock-In The strength of this deal is in the unified ecosystem it creates: - Procurement to Payment in One Flow   Purchase ...

If you're using both ServiceNow and Microsoft 365, your employees live in two worlds. They manage workflows in ServiceNow. They communicate in Teams, schedule in Outlook, and write in Word. AI agents in each system don't talk to each other. Work gets stuck at the boundary between platforms. On November 18, 2025, ServiceNow and Microsoft announced integrations that eliminate that boundary. Now your AI agents can work across both platforms, meeting people where they actually work instead of forcing them to jump between systems. If you're already a joint customer, this changes how you deploy AI across your organization. Source: ServiceNow press release , November 18, 2025 announced at Microsoft Ignite What You Can Actually Do Now The integration delivers three practical capabilities for organizations using both platforms: Work from Microsoft 365, Trigger ServiceNow Actions ServiceNow's Now Assist will integrate with Micro...

  Think of OpenShift as a standardized, automated factory floor for building and running your company's software, no matter where it lives (your data center, AWS, Azure, Google Cloud, or edge sites). What OpenShift does Historically, companies ran applications on physical servers, then on virtual machines. Each application often had its own setup, its own tools, and its own way of being managed. This led to slow release cycles (months to roll out changes), high operational cost and complexity, and lots of manual work with risk of human error. Then came containers and Kubernetes (open-source software invented at Google) to standardize how applications run. Kubernetes is powerful, but it is complex raw technology. Enterprises needed security, governance, support, and a clear operating model on top of it. Red Hat created OpenShift as an enterprise-ready version of Kubernetes, adding the guardrails, automation, security, and support that large organizations expect. It has been adopted ...

A few months ago, I needed the cheapest possible flight to Hyderabad with one hard constraint: total journey time—including layovers—could not exceed 25 hours. Normally this is a 30-minute war: Kayak, Skyscanner, Google Flights, maybe Skiplagged, then the airline sites themselves—cross-checking durations, hidden fees, visa transit rules, the usual dance. Instead I opened a chat window and wrote one sentence to an LLM. Thirty seconds later I had four viable options, prices, exact durations, departure times—even which ones had working USB ports in economy (because the agent apparently knows I care). I picked one, paid (still had to jump to the travel-card site—one remaining friction point), calendar event created, boarding pass on the way. I never visited a single airline website. I never even saw an ad. That small act felt like crossing an invisible border into the website-less world. Websites aren’t going away, of course. They’re simply retreating backstage, becoming pure data reservoi...

While the spotlight remains on consumer-facing features - voice, images, personality—the enterprise AI landscape has quietly undergone a fundamental realignment. Recent surveys of technical leaders show Anthropic has emerged as the primary LLM provider for 32 % of enterprises (vs. OpenAI’s 25 %), capturing an even more dominant 42 % share in developer and agentic workflows.   This shift reflects deeper structural forces:   Anthropic’s revenue is ~80 % enterprise-derived, creating strong alignment with the demands of production-grade reliability and steerability.   Strategic capital from Google and Amazon Web Services, combined with Claude’s availability as the leading non-Microsoft model on Azure, has accelerated its deployment across the major cloud platforms.   Microsoft itself is actively diversifying its AI stack, expanding in-house model development (Phi series, MAI-1 efforts) and deepening partnerships beyond its original OpenAI investment—...

  Based on research from Seer Interactive (Authors: Nick Haigler, Garman Chan) and InfoTech Research Group Stop Celebrating Vanity Traffic. Start Tracking Intent. We’ve spent the last two years obsessing over a terrifying headline: "AI is stealing your traffic with zero-click answers!" Honestly, we were looking at the wrong number. Digital leaders need to stop focusing on the low volume of AI traffic and start celebrating its insane quality . If your team is still celebrating a massive spike in organic traffic from Google, let's be real: most of that traffic is low-intent noise. The non-obvious business consequence of AI is that it has become the world’s most efficient lead pre-qualification engine , funneling only the most high-intent users directly to your conversion page. This changes everything about content strategy. The Conversion Shock: 16% vs. 1.8% A recent case study from Seer Interactive, pointed out by my friend  Christian Ward of Yext , provide...