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True Value

Twilio’s AI Boost Is a Double-Edged Sword

By Anita Ramaswamy · May 25, 2026 6:00am PDT
Twilio stock is on a run so incredible you’d think it was immune to the “SaaS apocalypse” plaguing enterprise software stocks. But investors are missing the bigger picture. The company, which sells software tools to help firms communicate with their customers via text messaging, phone calls and emails, has seen its shares rocket 36% so far this... Twilio stock is on a run so incredible you’d think it was immune to the “SaaS apocalypse”...
Art by Mike Sullivan
Artificial Intelligence

Microsoft Opens a New Front in the Fight Over Data for AI Agents

By Kevin McLaughlin · May 22, 2026 6:00am PDT · 2 comments
Microsoft has opened a new front in the AI data wars, blocking partners from connecting their data management tools to a popular product as it tries to defend its business software strength in the era of AI agents. The friction centers on Power BI, a Microsoft product nearly all Fortune 500 firms use to analyze data about their operations in... Microsoft has opened a new front in the AI data wars, blocking partners from connecting their...
Art by Mike Sullivan
AI Agenda

Cursor Sees Opening as GitHub Flounders

By Rocket Drew · May 21, 2026 7:10am PDT · 1 comment
Microsoft's GitHub unit has been on the defensive lately. Amid a series of outages and other snags, Jay Parikh, who oversees the software-project management platform, recently warned deputies that coding tools from Cursor and Anthropic could eventually make GitHub obsolete, my colleague Aaron wrote this week.Parikh was right to be worried.... Microsoft's GitHub unit has been on the defensive lately. Amid a series of outages and other...