AI adoption is not a one and done, it’s a journey that enterprises and software vendors alike are on, from assistants to agentic AI.

Why it matters: JB Hi-Fi's sales growth exceeded our expectations. We suspect JB Hi-Fi took share from its largest Australian ...

Adobe is a cash cow as the market is overestimating risks to the business from generative AI. Click here to find out why I ...

Over the last couple of years, the Palantir CEO has consistently said that LLMs, while useful, are commoditized products. During a recent interview, Karp doubled down on this idea as it relates to the ...

Palantir's Q4 earnings beat expectations, with revenue up 36% YoY and EPS up 75% YoY. Check out why I remain bearish on PLTR ...

On X, Figure CEO Adcock explains that "LLMs are getting smarter yet more commoditized" and have "quickly become the smallest piece of the puzzle" for Figure AI. The much harder part, he says, is ...

Super Micro Computer Inc. shares are on track for their longest winning streak in about six months ahead of a scheduled ...

The egg donation industry faces renewed concerns over regulation and exploitation as horrifying reports surface of a human ...

Executives at leading AI labs say that large language models like those from OpenAI and Big Tech firms risk becoming ...

“We really can all do better by re-evaluating our investment in quality and shifting to long-term sustainable thinking, ...

The rise of LLMs offers consulting firms an unprecedented opportunity to amplify their value. But this opportunity demands ...