Daily Brief

Sharp daily takes on AI startup news — the great, good, and bad through an enterprise GTM lens.
Daily Brief

Salesforce Just Admitted What Enterprise Buyers Already Suspected About LLMs

Joseph Abraham
December 22, 2025
Daily Brief

TCS Finally Shows Its Cards on AI : Here's What the $1.5B Number Really Means

Joseph Abraham
December 21, 2025
Daily Brief

Resolve AI's $1B Valuation: The Great, Good, and Concerning About Hitting Unicorn Status on $4M ARR

Joseph Abraham
December 20, 2025
Daily Brief

Google Cloud's $10 Billion Palo Alto Networks Deal: The Security Play That Changes the Cloud Wars

Joseph Abraham
December 19, 2025
Daily Brief

Lovable Just Hit $6.6 Billion — Here's What Enterprise Buyers Should Actually Care About

Joseph Abraham
December 18, 2025
Daily Brief

MoEngage's $280M Mega-Round: The GTM Signals Hidden in the Secondary Stack

Joseph Abraham
December 17, 2025
Daily Brief

The Rise and Fall of Luminar: What a $3 Billion SPAC Darling's Bankruptcy Tells Us About Enterprise Risk

Joseph Abraham
December 16, 2025
Daily Brief

Nvidia's China Whiplash: When Demand Surges Faster Than Policy Can Keep Up

Joseph Abraham
December 15, 2025
Daily Brief

ServiceNow's $7B Armis Play

Joseph Abraham
December 14, 2025
Daily Brief

The AI Trade Just Got a Reality Check with Oracle and Broadcom

Joseph Abraham
December 13, 2025
Daily Brief

Google vs OpenAI's Same-Day Showdown

Joseph Abraham
December 12, 2025
Daily Brief

OpenAI's GPT-5.2 Is Here, But the Real Story Is What the "Code Red" Tells Us

Joseph Abraham
December 12, 2025
Daily Brief

The 'After-Code' Gap Is Real, And Harness Just Raised $240M to Own It

Joseph Abraham
December 11, 2025
Daily Brief

What CoreWeave's CEO Defense Tells Us About AI Infrastructure's Credibility Problem

Joseph Abraham
December 10, 2025
Daily Brief

Cursor Hits $1B ARR and Says 'No IPO'

Joseph Abraham
December 10, 2025