For decades, companies paid others to manage their data. Now the leverage is shifting, and enterprise software is under threat. Phenom outlined what comes next.

Roundtables with senior business leaders in San Francisco and New York revealed a consensus: AI isn't just threatening SaaS, ...

Uber accelerates incident detection, DCAI speeds up AI training and cluster efficiency, and Nebius improves MTBF in large-scale distributed AI training-all powered by Clockwork’s first-of-a-kind ...

A few weeks ago I wrote about the impending death of software as a service (SaaS). The thesis is straightforward. Agentic AI enables enterprises to build their own purpose-built tools, and when ...

This trio of elite companies dominates the AI supercycle, and will continue to win for the foreseeable future.

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