Deep dive into SentinelOne and their struggle for a place under the (cyber) sun.

Most tech companies want to win. Some of them like to play on the edge of the acceptable. A few of them will go a step further.

The winners in cybersecurity often seem obvious in retrospect and typically there are very few of them.

Chainguard is one of the most interesting cybersecurity startups right now in the industry with one of the few with a strong product that reduces risk in the software supply chain.

The Stripe play for becoming the “default” programmable infrastructure of doing business.

This week we will take a look at the importance of containers in the context of deploying applications and the tech sales opportunity at Docker.

We are back to the regular deep dive into the hyperscaler (AWS/Azure/GCP) earnings calls as the guiding pulse of where the cloud infrastructure software market is going.

What happens when every company takes seriously that idea that they are a technology company and can just build stuff that solves real world problems?

With autonomous driving mostly a foregone conclusion, the next big frontier is humanoid robotics. If they are able to execute on that vision, Tesla has a path to becoming the most valuable company in the world.

Value accrues at the bottom of the stack, and that value is about to grow exponentially under a new administration. However, the implications go beyond just economics.

We are still far off from what companies used to spend at the peak of the tech bull market.

Deep dive into NVIDIA's strategy for 2025-2027 and it’s implications for tech sales.

Cybersecurity funding for early stage companies has seen a significant jump compared to the bear market of 2H'22 and '23.

2024 was a "building" year - the time when we set up the foundations that we will build upon going forward. It was not about easy wins or victory laps but grinding through the work that needs doing.

Fortinet has been in the business for 25 years and it really shows. Their strategy and scale is a reflection of iterative steps taken over the decades to build a comprehensive cybersecurity platform (on paper).

Nine months ago, I wrote about Palo Alto Networks and how they centered their business strategy around becoming THE security platform of choice. This was a big statement to make two years ago when they first started talking about it, and it remains one of the most audacious bets the cybersecurity industry has ever seen.

AWS re:Invent was the last major event of the year, and it set many expectations for how the competitive landscape will look over the next 12 months.

After dodging a $23 billion acquisition, Wiz is now going aggressively towards IPO. Is this the right time, right place for you to become a WIZARD?

The hottest topic in Enterprise AI adoption these days is Agents. It's time to look at what this actually means, why Enterprise customers find them relevant, and how the big boys are implementing them today.

In an industry full of largely anonymous and bland companies, led by “professional managers”, Palantir stands out in many ways.