Saas

What is Chrome Worth?

Analyze Perplexity AI's $34.5B Chrome bid vs Safari's economics. Data shows true browser value could exceed $73B at $21 per user. Key metrics for tech leaders.

What is Chrome Worth?

The Mirage in the Software Clouds

Explore why public SaaS growth rates have plunged from 36% to 17% since 2023, and what this reveals about the changing dynamics of software markets.

The Mirage in the Software Clouds

A Challenge to SaaS Orthodoxy

Explore how Klarna's AI-driven shift from SaaS to internal tools challenges startup orthodoxy. Data shows when building beats buying in the $100M decision.

AI Reaccelerating Cloud Growth

Analysis of cloud growth trends: Microsoft & Google earnings show AI driving cloud reacceleration, with Azure AI adoption surging 67% to 18,000 organizations.

AI Reaccelerating Cloud Growth

Signs We've Touched the Bottom

Analyze key cloud & AI trends from Microsoft/Google earnings: 4x Azure OpenAI growth, steady cloud revenue, and shifting enterprise priorities in 2023.