Workday, Inc. has put a name to something many teams feel every day but rarely articulate well: the strange sensation of moving faster with AI while somehow ending up in the same place, or occasionally even behind. The company’s new global research lands squarely on that tension. On paper, AI looks like a gift—most employees are clawing back one to seven hours a week, which is … [Read more...] about AI Productivity Paradox: When Speed Eats Its Own Gain
Voice AI as Infrastructure: How Deepgram Signals a New Media Market Segment
Deepgram has crossed a psychological and financial threshold that few infrastructure companies reach so cleanly. The company announced a $130 million Series C round at a $1.3 billion valuation, led by AVP, and the numbers almost feel secondary to the signal it sends: voice is no longer a feature layered on top of software, it is becoming the interface layer itself. Deepgram … [Read more...] about Voice AI as Infrastructure: How Deepgram Signals a New Media Market Segment
Spangle AI and the Agentic Commerce Stack: When Discovery and Conversion Converge Into One Layer
Commerce infrastructure is undergoing a structural rewrite, and it’s not happening at the checkout button. As ChatGPT Shopping, Google AI Overviews, social recommendation engines, and emerging autonomous agents increasingly shape buying decisions before a shopper ever lands on a brand’s site, the old separation between “discovery” and “conversion” is starting to look … [Read more...] about Spangle AI and the Agentic Commerce Stack: When Discovery and Conversion Converge Into One Layer
PlayStation and the Quiet Power Center of a $200 Billion Gaming Industry
Gaming crossed its inflection point quietly, without a single headline moment where everyone agreed something fundamental had changed. One year it was still being compared to movies, the next it was larger than Hollywood and music combined, and then suddenly those comparisons felt a bit tired, like measuring streaming services against DVD sales. At roughly $200 billion in … [Read more...] about PlayStation and the Quiet Power Center of a $200 Billion Gaming Industry
Adobe FY2025: AI Pulls the Levers, Cash Flow Leads the Story
Adobe’s latest numbers sketch a company shifting from “creative software incumbent” to “AI-native subscription machine,” and the market is likely to treat it that way—less like a discretionary software vendor, more like a hybrid utility with embedded AI monetization. The headline is the company’s record FY2025 performance, but the deeper signal sits in the durability of ARR … [Read more...] about Adobe FY2025: AI Pulls the Levers, Cash Flow Leads the Story
