Opinion and market analysis on how AI is reshaping the productivity-software industry.
Microsoft's $2.5B Frontier Company and AWS's $1B FDE org are pouring engineers into the biggest customers on earth — leaving the long tail of small and mid-size businesses to figure it out themselves.
Record profits, near-1,000-a-day job cuts, and a handful of AI insiders minting generational wealth — the optics are starting to write their own politics.
PitchBook's fallen-unicorn list, shared exclusively with CNBC, names 75 SaaS companies — double the next category — as AI funding concentration leaves a generation of workflow software without a buyer or a bid.
Microsoft's Work Trend Index, released May 5, says agent usage has more than sixfold in eighteen months. The reshape-the-org figure is the one that matters.