AI is eating away at software’s superpower: profit-rich recurring revenue. The good news? Companies—and investors—are ...

IBM CEO Arvind Krishna wrote a letter to shareholders about a revenue miss. It's renewing months-old fears about a SaaSpocalypse.

Palantir's key risks include government contract exposure and competitive threats from Snowflake, Databricks, and AI labs.

Vint Cerf speaks on stage at The 23rd Annual Webby Awards on May 13, 2019 in New York City. Noam Galai/Getty Images for Webby Awards Vint Cerf retired from Google on July 7 after 21 years as the ...

Vision Capital Fund’s unaudited gross and net returns for Q2 2026 were +6.2% and +5.7%, respectively, versus +15.2% for the S ...

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