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May 03 2026 03:05 AM
Google Cloud, AWS, Microsoft Azure: The AI vertical integration race
Amazon Web Services’ launch of the Connect family of business applications and Amazon Quick, Google Cloud Next 2026 announcements and hyperscale cloud first quarter results all lea...
May 01 2026 10:05 AM
Atlassian makes its case: Context is our strategic moat
Atlassian's third quarter earnings made that case that agentic AI is good for the company, SaaSpocolypse fears are overblown and context is king. ...
April 30 2026 01:04 PM
Apple Q2 better than expected, but supply chain constraints, memory costs loom
Apple reported better-than-expected fiscal second quarter results due to services growth. Apple's various product categories excluding the iPhone were also ahead of Wall Street est...
April 30 2026 07:04 AM
How Meta is thinking about AI models, ROI, CapEx
Meta's first quarter results handily topped expectations and came with the usual rise in capital expenditures. The company is expecting $58 billion to $61 billion in second quarter...
Insights News
September 30, 2026
Caterpillar's AI autonomy efforts accelerate, but domain knowledge drives returns
Caterpillar said its autonomous equipment efforts are accelerating, but the company is focused on using its domain knowledge as the differentiation as it trains models.
Larry Dignan
Insights News
October 5, 2026
CarMax aims to advance AI and bridge digital and store experiences
CarMax is leveraging Auros, which can now add human intelligence to AI and digital experiences.
Larry Dignan
Insights News
September 30, 2026
How Capital One evaluates, governs its AI agents
Capital One walked through how it is evaluating and governing AI agents in production at scale. The company built its own system architecture to wrangle its agents.
Larry Dignan
Insights News
October 2, 2026
McDonald’s strategy bets on AI, digital capabilities
McDonald's laid out its three year roadmap with a plan called McDonald's Next that includes a heavy dose of AI, an $8.5 billion investment in improvements and 250 basis points of restaurant efficiencies.
Larry Dignan
Insights News
July 26, 2026
How UnitedHealth Group sets its AI stack, targets 1,000 use cases
UnitedHealth Group has more than 1,000 AI use cases in play, key technology partnerships and a solid governance framework. The bet: AI returns on individual use cases can add up to millions of dollars and ultimately billions of dollars that UnitedHealth's scale.
Larry Dignan
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