Are SaaS Moats Real Or AI Mirage? The Great Enterprise Software Debate

A fundamental tension is reshaping enterprise software investment, with veteran investors and AI evangelists offering starkly ...

L1 Capital International Strategy’s Q4 2025 Investor Letter

L1 Capital, an investment management firm, released its “L1 Capital International Fund” (unhedged) fourth-quarter 2025 ...

Taiwan Semiconductor Manufacturing Company Limited (TSM) Surged Following Strong Demand Conditions

L1 Capital, an investment management firm, released its “L1 Capital International Fund” (unhedged) fourth-quarter 2025 ...

Inside the high-stakes world of SailGP with star female strategist Tash Bryant

She’s become a poster girl for women in sailing but Tash Bryant’s ultimate goal is to be on an actual poster – arms crossed, ...

E-Learning Research Report 2026-2031: Extensive Product Portfolios, Robust LMS Platforms, and Institutional Partnerships Consolidate Market Leadership

The e-learning market, valued at USD 325 Billion in 2025, is projected to reach USD 665.06 Billion by 2031, growing at a CAGR ...

China graduates 1.3 million engineers per year, versus just 130,000 in the U.S. We need AI to bridge the gap

China now graduates roughly 1.3 million engineers per year, versus about 130,000 in the United States. This 10-to-one gap ...
The Sociable on MSNOpinion

Op-ed: If AI agents feel impossible right now, you weren't around for ERP

Every week there's another headline about AI agents coming for our jobs. But if you're actually trying to build one of t ...

Oracle's AI Bet: Equity Wins And Credit Waits

Oracle recognized the AI land grab accelerating in real time: a market rocketing from $80–100 billion today to $350–650 ...

Oracle sued by bondholders over losses tied to AI buildout

Oracle was sued on Wednesday by bondholders ​who say they suffered losses because the company ‌chaired by billionaire Larry ...

Amplifire Transforms Epic Training: New KLAS Case Study Shows 75% Reduction in Training Time

UC San Diego Health onboards approximately 1,000 clinicians annually, each requiring mandatory Epic training within two weeks of their start date. The goal was to improve efficiencies and ...

CoreWeave And The Ghosts Of Cloud 1.0

CoreWeave rides GPU scarcity with bare-metal AI compute, but hyperscaler silicon may weaken its moat. Click here to read my ...
Market.us Scoop

Bare Metal Cloud Market Size to Grow USD 102.4 billion by 2035

North America held a dominan Market position, capturing more than a 34.2% share, holding USD 4.2 Billion revenue.