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Business spend signalsTop data points from our new Business Spending Report and what they signal for the future.—Sep 1
API of the tigerA new vendor category climbs the ranks. Plus, the "closed-door" housing market might stay closed.—Aug 25
Revenge of the SaaSIt'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 troublesTariffs unravel Shein’s $100B IPO prospects, but its secret strength is the fashion machine.—Aug 11
The million-dollar AI mistakeEveryone’s stressing over AI capex, but opex spending is even slipperier. Plus, the meaning of "token poor."—Aug 4
Big tech's hidden debt problemAs tech earnings near, focus is shifting to hidden (and not-so-hidden) AI debt. Plus, Wall Street's Super Bowl week.—Jul 28



















