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A driverless excavator at work near Austin, Texas. Photo: Courtesy Bedrock Robotics
The Electric

The Electric: These Driverless Construction Vehicles Could Speed the Data Center Boom

By Steve LeVine · Feb 16, 2026 4:30am PST
Trey Taparauskas’ construction company is flooded with new business from a sizzling boom in the aerospace and data center industries in and around Austin, Texas. A stark shortage of skilled equipment operators, though, has made it hard to meet all the demand. Trey Taparauskas’ construction company is flooded with new business from a sizzling boom in the...
Aneel Bhusri, CEO of Workday. Photo by Noah Graham/Getty Images.
The Briefing

Workday’s CEO Shuffle Is a Sign of Things to Come

By Martin Peers · Feb 9, 2026 5:00pm PST · 1 comment
Last week’s sell-off in software stocks is having an impact. Enterprise software firm Workday revealed Monday it had replaced its CEO, Carl Eschenbach, with co-founder and former CEO Aneel Bhusri, who is returning “to lead the company’s next chapter.” Bhusri, to be clear, has led the company for most of its chapters, having been either co-CEO or... Last week’s sell-off in software stocks is having an impact. Enterprise software firm Workday...
Nvidia CEO Jensen Huang. Photo by Fabrice/Getty Images
Applied AI

Nvidia CEO Becomes the Latest SaaS Defender—Sort Of

By Amir Efrati · Feb 5, 2026 10:30am PST · 2 comments
Simmering anxieties about AI’s threat to subscription software have turned into a raging nervous breakdown on Wall Street in the past week, thanks in part to Anthropic’s recent AI launches (and despite Anthropic's own love for SaaS apps). Even Palantir, which has lately posted blockbuster growth, has been caught up in the selloff.Enter Jensen... Simmering anxieties about AI’s threat to subscription software have turned into a raging nervous...