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A third of companies surveyed by McKinsey have now skipped buying a software product because agentic coding tools made building it internally viable. Before that becomes your default answer, here's a practical framework for actually deciding when building beats buying — and when it doesn't.
311 articles
Gimlet Labs just raised $300 million at a $3 billion valuation building software that runs AI workloads across multiple chip types instead of locking into one. As AI infrastructure costs grow, here's why chip-agnostic flexibility is becoming a real strategic option — not just a hedge — for organizations planning their AI compute strategy.
PwC and Palantir's expanded alliance zeroes in on a specific, well-known failure pattern in ERP transformation: bad data discovered too late. Here's why data quality — not the software selection itself — is the single biggest predictor of whether your ERP modernization stays on budget.
ChatGPT, Claude and Grok all went down within the same window on September 3, 2026 — three ostensibly competing AI services, correlated in failure. If your redundancy plan is 'we use more than one AI vendor,' this incident is worth a closer look at what's actually underneath each one.
Adobe's incoming CEO won't take over until December, and the stock still dipped on the news anyway — driven more by broader AI-disruption anxiety than the leadership choice itself. If a vendor you depend on announces a CEO change, here's how to separate genuine risk signals from market noise.
Nvidia's $13 billion acquisition of Hugging Face comes with a promise to keep the platform open — but promises made at acquisition announcement and terms of access years later don't always match. If your organization depends on an open-source platform that just got acquired by a company with its own commercial interests, here's what to actually monitor.
Guidewire beat every current-quarter estimate and still saw its stock fall nearly 20% on next-quarter guidance. If you're using stock reaction as a proxy for vendor health, that's exactly the kind of signal that can mislead you. Here's how to separate a guidance-driven stock move from an actual deterioration in the underlying business.
OpenAI's GPT-6 Astra shipped with a 2.5x price increase, a staged rollout, and a pointed emphasis on cybersecurity fixes tied to a previously disclosed delay. Before your organization upgrades to any new frontier model release, here's a practical checklist for separating genuine capability gains from headline hype — and for budgeting the real cost of adoption.
Crusoe's valuation tripled to $30 billion in 10 months — but it's backed by a specific, named $13 billion contract with Jane Street, not just growth expectations. Here's why that distinction matters when you're trying to tell real momentum apart from speculative froth in the current AI infrastructure funding wave.
Samsara didn't just grow revenue 30% — it added 20 customers worth $1 million or more in ARR in a single quarter. That specific number tells you something total customer count or even total ARR growth doesn't. Here's how to use large-customer-count metrics when sizing up a vendor.
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