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Art by Mike Sullivan.

Amazon Curbs Misleading Markdowns Ahead of Prime Day Sale

By Ann Gehan · Apr 3, 2026 10:16am PDT

Amazon is taking steps to curb misleading markdowns on its retail site ahead of its annual Prime Day sale this summer, steps that could cut down on eye-popping Prime Day deals while addressing complaints that some discounts are overstated. Over the next two months, Amazon will closely track what shoppers have been paying for items in the run-up... Amazon is taking steps to curb misleading markdowns on its retail site ahead of its annual Prime...

Melanie Perkins, Canva co-founder and CEO. Alisha Jucevic/Getty Images.

Why Canva Was Smart to Hold Off on an IPO

By Anita Ramaswamy · Mar 19, 2026 6:00am PDT · 1 comment

A couple of years ago, design software firm Canva was one of the hot startups to watch, on everyone’s list of IPO candidates. But it sat out last year’s IPO class and now finds itself in an awkward spot. Not only is software out of favor with investors, who fret about how AI will disrupt it, but giant offerings coming from SpaceX, OpenAI and... A couple of years ago, design software firm Canva was one of the hot startups to watch, on...

Fal AI Co-Founder Burkay Gur. Getty Images.

Video Hosting Startup Fal in Funding Talks at $8 Billion Valuation

By Katie Roof · Mar 18, 2026 9:52pm PDT · 1 comment

Fal, a fast-growing cloud service for accessing and storing AI models that generate images, video, and audio, is in talks to raise $300 million to $350 million, according to a person with direct knowledge of the fundraise. The deal, which would nearly double the company’s paper valuation to around $8 billion from a financing three months ago,... Fal, a fast-growing cloud service for accessing and storing AI models that generate images,...

Palantir CEO Alex Karp via Getty

Palantir Has What OpenAI and Anthropic Want

By Laura Bratton · Mar 17, 2026 12:50pm PDT · 1 comment

Palantir CEO Alex Karp via Getty

Palantir Has What OpenAI and Anthropic Want

By Laura Bratton · Mar 17, 2026 12:50pm PDT · 1 comment

Anthropic and OpenAI have leaned heavily into serving businesses with AI agents that automate white collar tasks and software that helps businesses manage these agents. The two AI developers are even competing to sign up private equity firms to create joint ventures that would sell AI to the PE firms’ portfolio companies, my colleagues... Anthropic and OpenAI have leaned heavily into serving businesses with AI agents that automate...

Sunday Insights

Figma and HubSpot CEOs Say They Aren’t Fazed by Risks From AI Agents. Their Disclosures Say Otherwise

By Laura Bratton · Mar 15, 2026 8:00am PDT · 7 comments

Leaders at enterprise app makers such as Figma, Workday and HubSpot have downplayed threats from AI that could crimp their growth, a concern that has pressured their stocks for months. But the securities filings those leaders sign every quarter are beginning to note the competitive risks the companies face from AI agents, which their customers... Leaders at enterprise app makers such as Figma, Workday and HubSpot have downplayed threats from...

Shantanu Narayen, Adobe chairman and CEO. Stefani Reynolds/Bloomberg via Getty Images.

Adobe CEO’s Departure and Enterprise Software Stress

By Martin Peers · Mar 12, 2026 5:00pm PDT · 2 comments

The Saaspocalypse may have claimed another scalp! Adobe said Thursday its longtime CEO and chair, Shantanu Narayen, had decided to give up the job as soon as his replacement can be found. Less than two months ago, Adobe had given Narayen an annual grant of stock, to vest based on the company's stock performance 2028, suggesting the board wasn’t... The Saaspocalypse may have claimed another scalp! Adobe said Thursday its longtime CEO and chair,...

Assaf Rappaport, co-founder and CEO of Wiz. David Paul Morris/Bloomberg via Getty Images.

Google-Wiz Completion Could Greenlight More Tech M&A

By Katie Roof · Mar 12, 2026 4:00pm PDT

Google completed its $32 billion purchase of Wiz this week, finalizing a real windfall for those who invested in the cybersecurity startup. But even the tech investors who missed out on backing Wiz stand to benefit.After many years of regulatory challenges from the U.S. and abroad, the ability for a big tech company to complete a mega deal... Google completed its $32 billion purchase of Wiz this week, finalizing a real windfall for those...

Anthropic CEO Dario Amodei via Getty Images

Anthropic and OpenAI Take Different Stances On Disrupting Software Incumbents

By Laura Bratton, Stephanie Palazzolo and Aaron Holmes · Feb 24, 2026 11:58am PST · 1 comment

Anthropic CEO Dario Amodei via Getty Images

Anthropic and OpenAI Take Different Stances On Disrupting Software Incumbents

By Laura Bratton, Stephanie Palazzolo and Aaron Holmes · Feb 24, 2026 11:58am PST · 1 comment

Anthropic on Tuesday unveiled new details of how businesses could use its Claude Cowork AI software to access and use data stored in enterprise apps, including DocuSign, LegalZoom and Salesforce. Given the recent market jitters about the disruptive impact of AI on these software firms, you’d think the news would have depressed stocks even more.... Anthropic on Tuesday unveiled new details of how businesses could use its Claude Cowork AI...

Art by Clark Miller

Microsoft and Other Software Firms Plot Defense Against New OpenAI, Anthropic Threat

By Kevin McLaughlin, Aaron Holmes and Nick Wingfield · Feb 24, 2026 6:00am PST · 5 comments

Earlier this month, on an investor call for software company HubSpot, a Wall Street analyst asked CEO Yamini Rangan a question that was on the mind of practically everyone who follows the software business closely: How did HubSpot plan to respond to clients who use agents to pull their data out of HubSpot’s customer management software and... Earlier this month, on an investor call for software company HubSpot, a Wall Street analyst asked...

OpenAI CEO Sam Altman. Prakash Singh/Bloomberg via Getty Images.

Software Quandary: Are OpenAI and Anthropic Frenemies or Foes?

By Martin Peers · Feb 23, 2026 5:00pm PST

When does a frenemy become a mortal threat? That question should be top of mind for executives atop enterprise software firms, such as ServiceNow, Salesforce and Snowflake, each of which at various times has announced partnerships with OpenAI. And yet OpenAI seems to be doing everything it can to put at least some of these firms out of business.... When does a frenemy become a mortal threat? That question should be top of mind for executives...

OpenAI CEO Sam Altman. Prakash Singh/Getty Images.

OpenAI Boosts Revenue Forecasts, Predicts $111 Billion More Cash Burn Through 2030

By Sri Muppidi and Stephanie Palazzolo · Feb 20, 2026 2:44pm PST · 1 comment

OpenAI recently hiked its revenue outlook for the next five years, predicting that it would generate about 27% more than previously forecast from sales of its ChatGPT subscriptions, AI models, and newer business lines such as advertising and hardware, according to financial forecasts. But it warned it will burn more than twice as much cash... OpenAI recently hiked its revenue outlook for the next five years, predicting that it would...

Bill McDermott, CEO of ServiceNow. Photo by Victor J. Blue/ Getty Images

What Investors Are Missing About ServiceNow

By Anita Ramaswamy · Feb 11, 2026 6:00am PST · 2 comments

Bill McDermott, CEO of ServiceNow. Photo by Victor J. Blue/ Getty Images

What Investors Are Missing About ServiceNow

By Anita Ramaswamy · Feb 11, 2026 6:00am PST · 2 comments

Software stocks have started to recover after last week’s disastrous sell-off, but hardly enough to reverse a rout that has plagued the sector since fears that AI would render its products irrelevant took root. Several big-name software stocks, including ServiceNow, Adobe and Workday, are now trading at their lowest valuations in a decade. That... Software stocks have started to recover after last week’s disastrous sell-off, but hardly enough...

Anthropic CEO Dario Amodei via Getty

Anthropic and JPMorgan Seem to Agree That AI Isn’t Eating Enterprise Apps Yet

By Amir Efrati and Kevin McLaughlin · Jan 27, 2026 11:37am PST

AI has been a frequent bogeyman to software stocks in the past year, with investors worried that AI agents could erode seat-based subscription pricing models and long-term growth. Shares of big incumbents such as Salesforce, Workday, Hubspot, ServiceNow and Adobe are down anywhere from 29% to 58% in that time frame, prompting some analysts... AI has been a frequent bogeyman to software stocks in the past year, with investors worried that...

Art by Mike Sullivan

AI Clogs Exits for PE-Backed Software Firms

By Valida Pau · Jan 27, 2026 6:00am PST

Private equity firms are struggling to sell the software companies they acquired in a buying frenzy in 2021 and 2022, even though they enjoyed a rebound in sales for such companies last year. The lack of deals could force more PE firms to sell their holdings at a lower price, or even at a discount to the original deal price. Sales did pick up... Private equity firms are struggling to sell the software companies they acquired in a buying...

Screenshots of Runway videos via YouTube.

AI Videos Nearly Indistinguishable From Real Videos, Runway Finds

By Rocket Drew · Jan 21, 2026 7:00am PST

Runway today is releasing its latest AI model, Gen-4.5, that can generate videos from an image. The model, from the startup that specializes in image and video-generating models, is impressive but is likely to underscore growing concerns about AI-generated deepfakes.To measure the model’s performance, Runway asked over 1,000 people to... Runway today is releasing its latest AI model, Gen-4.5, that can generate videos from an image....

Art by Mike Sullivan.

Google Flips OpenAI’s Shopping Strategy on Its Head

By Ann Gehan · Jan 13, 2026 1:09pm PST · 1 comment

Art by Mike Sullivan.

Google Flips OpenAI’s Shopping Strategy on Its Head

By Ann Gehan · Jan 13, 2026 1:09pm PST · 1 comment

Google’s latest AI pitch to retailers is simple: Google isn’t planning to take a cut of purchases made through its Gemini AI chatbot and search results. Instead, it plans to make money from its AI shopping push by selling a new type of ads to retailers. That approach is opposite that of OpenAI, which announced checkouts inside ChatGPT in... Google’s latest AI pitch to retailers is simple: Google isn’t planning to take a cut of purchases...