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Salesforce founder and CEO Marc Benioff on stage, scowling.
AIAI agents from Anthropic and OpenAI aren’t killing SaaS—but incumbent software players can’t sleep easy
By Jeremy KahnFebruary 10, 2026
Google’s borrowing binge: $20 billion in new debt and a rare 100 year bond
NewslettersGoogle’s borrowing binge: $20 billion in new debt and a rare 100 year bond
By Alexei OreskovicFebruary 10, 2026
Anthropic isn’t done spooking SaaS investors
NewslettersAnthropic isn’t done spooking SaaS investors
By Alexei OreskovicFebruary 9, 2026
Google data center
Big TechBig Tech’s $630 billion AI spree now rivals Sweden’s economy, unsettling investors: ‘We’ve never invested this much on anything before’
By Jake AngeloFebruary 6, 2026
Gemini takes a bite out of ChatGPT share
NewslettersGemini takes a bite out of ChatGPT share
By Alexei OreskovicFebruary 6, 2026
Photo of OpenAI CEO of Applications Fidji Simo.
AIOpenAI announces Frontier, an AI agent platform for enterprises to power apps like Salesforce and Workday—but could it eventually replace them?
By Sharon GoldmanFebruary 5, 2026
The sky’s the limit for Google capex
NewslettersThe sky’s the limit for Google capex
By Alexei OreskovicFebruary 5, 2026
altman
AI‘I felt a little useless, and it was sad’: Sam Altman feels obsolete using his own AI tools—and he’s not the only one
By Nick LichtenbergFebruary 4, 2026
Disney, HP, and PayPal do the CEO shuffle
NewslettersDisney, HP, and PayPal do the CEO shuffle
By Alexei OreskovicFebruary 4, 2026
Elon Musk combines his wonder twins—SpaceX and xAI—into a $1.25 trillion mega mashup
NewslettersElon Musk combines his wonder twins—SpaceX and xAI—into a $1.25 trillion mega mashup
By Alexei OreskovicFebruary 3, 2026
AI is changing the CEO’s role—and could lead to a changing of the guard
MagazineAI is changing the CEO’s role—and could lead to a changing of the guard
By Phil WahbaFebruary 3, 2026
altman
AIOracle said it was ‘highly confident in OpenAI’s ability to raise funds and meet its commitments.’ Cue the stock fall
By Eva RoytburgFebruary 2, 2026
Start your engines: OpenAI and Anthropic race to IPO
NewslettersStart your engines: OpenAI and Anthropic race to IPO
By Alexei OreskovicFebruary 2, 2026
Apple delivers blowout earnings; gets bupkis
NewslettersApple delivers blowout earnings; gets bupkis
By Alexei OreskovicJanuary 30, 2026
Microsoft Chairman and Chief Executive Officer Satya Nadella (L), speaks with OpenAI Chief Executive Officer Sam Altman, who joined by video during the Microsoft Build 2025, conference in Seattle, Washington on May 19, 2025.
Big TechMicrosoft’s $440 billion wipeout, and investors angry about OpenAI’s debt, explained
By Eva RoytburgJanuary 29, 2026
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