While the software market has had a slow first half, in Q3’24 we are seeing an acceleration of cloud adoption, particularly when it comes to GenAI workloads. AWS and GCP continue to go through internal changes as they try to improve productivity; hiring is either stagnant or they are reducing headcount via PIPs. Azure remains the best place right now to sell AI, as they are close to reaching $10 billion ARR in AI-related workloads.

As SaaS has become the most important model for deploying software, middlemen have slowly been pushed out unless they offer additional value to the end customers.

Lacework was once considered a highly promising cybersecurity opportunity, reaching a valuation as high as $8.3 billion. Recently the company ended up being sold as a minor SKU line item to Fortinet for a fraction of that value. 

The soft 2024 and the future ahead visualised through the lens of CIOs, who need to make critical investment decisions.

The "Secure Future Initiative" is critical to the long-term success of Microsoft. Poor execution, however, is likely to lead to significantly reduced growth for Azure AI Service.

Analysing the tech sales culture at Salesforce based on their current hiring strategy.

Splunk is one of the most interesting companies in the cloud infrastructure software business in the last 10 years. 

While today Observability and SIEM products are considered core industry niches, at the time when Splunk went public (2012), this seemed less obvious.

As we progress towards the end of the year, it's essential to reflect on the state of GenAI adoption for Enterprise use cases.

This week I'm taking a second look at Samsara, a ​company that I reviewed extensively ​back in March. As one of the fastest growing tech companies that impacts real-world operations, it's interesting to see whether they've been able to continue to execute at the same level or this fiscal year has introduced challenges.

Text-to-action in the context of Large Language Models (LLMs) refers to the capability of these AI systems to interpret natural language instructions and generate actionable outputs or perform specific tasks based on those instructions.

This week we will explore the growth thesis for observability compared to the other parts of the cloud infrastructure software stack.

Snowflake is one of the most important players in cloud infrastructure software and until recently was seen as a mandatory part of the AI tech stack, together with Databricks. The goal of this article is to answer a simple question - is Snowflake an APPLY, OBSERVE or SKIP for a tech sales rep.

Let's take a look at the insider view at the intersection of tech, investment, AI, politics and the next wave of computing. This article is based on a lecture that was quickly taken down and scrubbed off the internet, but has significant relevance to tech sales.