1+ hour, 3+ min ago  (1026+ words) After a remarkable financial rebound, Anaplan faced its next challenge - the "Saa S Apocalypse." Charlie Gottdiener, chief executive officer of Anaplan, believes the Saa S Apocalypse is overblown. Rather than adversely affecting all enterprise software companies, it will sort the…...

4+ hour, 35+ min ago  (666+ words) Do you remember PC-DOS? Monochrome? As a person of a certain age, you probably get a wave of nostalgia when you see (usually in the movies) that black CRT screen, a glass bubble with little green letters and characters printed…...

6+ hour, 1+ min ago  (1844+ words) In today's column, I do some myth-busting by taking apart a prevailing assumption that attaining artificial general intelligence (AGI) and artificial superintelligence (ASI) will of necessity happen on a spontaneous basis. The prevailing wisdom is that AGI or ASI will…...

8+ hour, 48+ min ago  (931+ words) The highest-conviction positions in this layer tend to have three characteristics: distribution moats (existing enterprise relationships through which AI products can be deployed at scale), vertical specificity (deep domain expertise in the workflow being automated, making the product harder to…...

14+ hour, 3+ min ago  (263+ words) More than 40 years later, Boy George is once again championing an idea a lot of people find hard to swallow. For Boy George, the process was unexpectedly emotional. Now, he tells audiences on stage: "I lost this kid for a…...

14+ hour, 34+ min ago  (733+ words) Forbes Why The AI Chip Boom Is Punishing South Korea's Government Bonds South Korea's booming AI memory chip industry, driven by Samsung and SK Hynix, is paradoxically making its sovereign bond market the world's worst performer. The surge in chip…...

16+ hour, 9+ min ago  (446+ words) Just a few years ago, sustainability reporting was considered an inevitability. The concept of sustainability reporting, or some variation, has existed for decades. Following the 2015 signing of the Paris Agreement, environmental activists started looking at it as a tool to…...

18+ hour, 2+ min ago  (336+ words) I've been around markets for a long time, and some things do not change. Most investors are trained to analyze companies. They study revenue, margins, balance sheets, guidance, and valuation. They compare one business with another and decide which one…...

19+ hour, 58+ min ago  (601+ words) The targets include data centers and manufacturing facilities, both of which now sit at the center of Washington's race to expand AI industrial capacity. In effect, FERC is asking whether today's transmission tariffs and study processes are built for an…...

20+ hour, 18+ min ago  (842+ words) Artificial intelligence is creating a subtle but important shift in enterprise technology and services markets. Across both software providers and technology services firms, I am seeing a growing willingness among enterprises to replace incumbent partners. While it is still early,…...