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API of the tiger
A new vendor category climbs the ranks. Plus, the "closed-door" housing market might stay closed.
Aug 25
Revenge of the SaaS
It's the revenge of the SaaS. AI is becoming a paid add-on for companies like Salesforce, Figma, Canva, and GitHub.
Aug 18
IPO tariff troubles
Tariffs unravel Shein’s $100B IPO prospects, but its secret strength is the fashion machine.
Aug 11
The million-dollar AI mistake
Everyone’s stressing over AI capex, but opex spending is even slipperier. Plus, the meaning of "token poor."
Aug 4
Big tech's hidden debt problem
As tech earnings near, focus is shifting to hidden (and not-so-hidden) AI debt. Plus, Wall Street's Super Bowl week.
Jul 28
A tale of two tech sectors
IBM’s unsavory earnings appetizer raises the capex reallocation question. Corporate America flies on Starbucks. And AI support bots are trending.
Jul 21

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