Search Intelligence

"Soft subscription backlog numbers show enterprise software demand is cooling despite Wall Street hype."

"AI labs are generating a new category of cybersecurity hazards with autonomous agents and then pitching enterprise software to fix them."

"The creator of modern enterprise software is suddenly realizing that wiping out the human payroll also wipes out the federal tax base."

"Massive enterprise software stacks remain the softest targets because patching critical infrastructure takes months while threat actors automate zero-day exploits in hours."

"Unprecedented private liquidity lets enterprise software leaders dodge public market scrutiny while competing directly with incumbents."

"Paying a 44x revenue multiple for a four-year-old company proves venture capital is perfectly willing to ignore historical enterprise software norms to fund vertical AI."