Investment Strategy

SpaceX revenue nearly doubled as Starlink and AI businesses surge, but the spending is far from over

SpaceX's debut financial results show revenue nearly doubling, powered by Starlink and AI, even as executives warn the investment cycle is still ramping up.

Anthropic and Blackstone's $1.5B venture Ode bets AI implementation beats model selection for enterprise value

Ode, a $1.5B Anthropic-backed joint venture, launches to embed elite engineers inside enterprises, arguing that implementation is where AI's real business value

Anthropic and Blackstone launch Ode, a $1.5B joint venture betting AI implementation beats model-building as an enterprise business

Ode with Anthropic launches as a $1.5B AI implementation firm backed by Blackstone, Hellman & Friedman, and Goldman Sachs, deploying elite engineers inside ente

SAP reshuffles spending and research to chase agentic AI returns

SAP is freezing non-AI hiring and travel while new research shows enterprise AI ROI jumping from 16% to 21% in 2026, with agentic AI expected to quadruple retur

Anthropic's $1.5B joint venture Ode puts forward-deployed engineers inside enterprise clients to close the AI implementation gap

Ode with Anthropic, a $1.5B joint venture backed by Blackstone, Goldman Sachs, and Hellman & Friedman, embeds engineers directly inside enterprises.

Apple Just Reclaimed the World's Most Valuable Company Title From Nvidia. Here Is What the Tech Rotation Means for Enterprise Strategy.

Apple reclaimed the title of world's most valuable company today, July 17, 2026, surpassing Nvidia at $4.91 trillion as a semiconductor sell-off and a broader technology rotation rewarded Apple's ecosystem durability over AI infrastructure spending. Here is what the shift means for enterprise technology strategy.

Buying AI tools isn't enough: two reports show strategy, not spend, drives enterprise returns

High-intensity AI adopters grew headcount 10%+ in 24 months, but 66% of workers got no guidance on using the time saved.

Enterprise AI's adoption gap: investment is up, but security, data, and accountability are lagging

86% of C-suites are raising AI budgets, yet only 32% report sustained impact. Prompt injection, shadow AI, and data gaps explain why.

Uber, Starbucks AI investments expose enterprise ROI gap

Uber burned its full 2026 AI budget in four months. Starbucks killed an AI inventory system after nine. Here's what enterprise operators must do differently.

AI cost reality bites: Uber, Starbucks, and the enterprise ROI reckoning

Uber burned its entire 2026 AI budget in four months. Starbucks scrapped its AI inventory system after nine months. Enterprise operators are now demanding proof

How AI Is Transforming Private Equity Deal Evaluation and Portfolio Strategy

Artificial intelligence is rapidly transforming how organizations evaluate risk, analyze markets, and drive operational efficiency. In financial services alone, global AI spending is projected to surpass $97 billion by 2027, reflecting how deeply data-driven technologies are reshaping decision-making. For private equity firms—where hundreds of potential investments may be screened each year—the ability to analyze information…

AI Is Reshaping Hiring Strategy And Critical Roles Are Shifting to Permanent Talent

Artificial intelligence is no longer a future-state discussion—it’s a present-day leadership priority. As enterprises accelerate the adoption of generative AI and automation tools, hiring strategies are evolving alongside broader business transformation. According to McKinsey’s 2025 State of AI report, 88% of organizations now report using AI in at least one business function, underscoring how…

Verizon Partner Network Co-Sell Connection 2025 Kick Off

The Co-Sell Connection 2025 webinar kicked off with a warm welcome from the host, Cesar Teran. The series aims to spotlight Verizon products and solutions and provide insights from top thought leaders to help navigate the evolving business landscape. Key Speakers and Topics In this session, Verizon’s partner leadership team, including Mark Tina the…

AI’s Exponential Influence: Beyond Speed to Societal Transformation

Michael Maniscalco, CTO of Applied Digital, anticipates the rapid acceleration of AI development, emphasizing that its growth is expected to be exponential and possibly beyond. Noting the surge in investments and the broad market interest, he underscores AI’s transformative potential not just in economic terms but in reshaping societal structures. Maniscalco cites examples such as…

The Economics of a Global Capability Center

As outsourcing costs rise, while finding the right talent is akin to locating a needle in a haystack, CIOs search for solutions to these present-day challenges. Thankfully, global capability centers may offer an answer. Dr. Patricia Connolly, Founding Partner and CEO at SMC Squared, and Jan Ross, Former CIO at nThrive, sat down to discuss…