JULY 10, 2026
Three Years In
How AI reshaped the software stack, venture stage definitions, and the firms that win over three years.
Data Infrastructure
DECEMBER 8, 2025
Streaming Comes into the Fold
IBM acquires Confluent for $11.1 billion at 10x revenue. Analysis of the real-time data streaming leader's growth, profitability & strategic fit with IBM's AI portfolio.
