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Leaders, gainers and unexpected winners in the Enterprise AI arms race
Results from our third annual CIO Survey
Jan 30
•
Sarah Wang
,
Justin Kahl
, and
Shangda Xu
157
6
10
State of Markets
Snapshots from the public and private markets on AI, company-building, and more
Jan 22
•
David George
78
7
9
"Above 30%, the market doesn't value growth."
The Idea of the Week, from David George
Jan 6
•
David George
67
1
4
Self-driving cars: social robots that save lives
Driving is a modern miracle.
Jan 5
•
Alex Immerman
70
6
10
How to Price and Package Your Gen AI Feature: Revisited
How some of the best SaaS companies are updating their pricing to compete in today's market.
Nov 25, 2025
•
Tugce Erten
76
7
Moats Before (Gross) Margins: Revisited
The great business fundamentals behind margins.
Nov 24, 2025
•
Alex Immerman
and
David George
149
15
Powerpoint is your therapist, Gamma is your coach
It's time to build.
Nov 11, 2025
•
Sarah Wang
and
Alex Danco
34
5
What VMware’s former CEO says you should prioritize after product-market fit
Raghu Raghuram on hiring from the school of get shit done, why scaling people is like building distributed software, and the one-way door problem of…
Oct 27, 2025
•
Emma Janaskie
31
4
Anatomy of an enterprise platform company
Everyone *says* they’re building a platform company, but the proof is in the P&L.
Oct 2, 2025
•
Sarah Wang
and
Justin Kahl
2
2
AI will supercharge modelbusters
How model improvements and declining costs can turn massive CapEx investment into a new generation of outperformers
Sep 3, 2025
•
David George
and
Santiago Rodriguez
1
Why winners win
What makes a breakout company, and how to tell if you’re on track to build one
Aug 5, 2025
•
David George
and
Santiago Rodriguez
3
2
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