Over the past decade, the Department of Defense has tested internal software development through efforts like the Air Force’s Kessel Run, the Army ...

Rising credit spread volatility and renewed liquidity concerns, particularly in private credit and BDCs are refocusing ...

Intercom plans to expand Fin beyond customer service into sales and marketing—positioning it as a direct competitor to ...

Generative AI, intelligent agents, and frontier models are giving rise to a new category of software that I believe will ...

New AI-assisted development approach reduces costs and accelerates delivery timelines for modern JavaScript applications ...

Most AI discussions are still about tools and use cases. The real shift is structural: who owns the workflow, and who ...

Synopsys (SNPS) is a buy: discounted valuation, pricing power, secular EDA growth, and Elliott catalyst. Read more macro analysis here.

US providers of monolithic software like Epic Systems in hospitals endanger digital sovereignty and threaten to become a cost trap.