Our original thinking on Cloud AI, enterprise software, and the forces reshaping the market.

September 1, 2026 | 5 min read

Clearstory: Cloud AI for the Construction Industry

Managing change orders is a high-stakes, multi-billion dollar problem requiring complex coordination across the construction ecosystem. By building a neutral platform that sits on proprietary industry data, Clearstory now processes over $3.5B monthly for 68% of top U.S. general contractors. With five new AI Agents automating the workflow, Clearstory showcases how vertical cloud pioneers capture compounding value in the AI era.

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May 19, 2026 | 4 min read

DataGrail — The First Agentic Data Privacy Platform

The AI, customer trust, business, cybersecurity, legal and financial stakes around data privacy have never been higher. As companies race to implement AI, having a purpose-built privacy platform like DataGrail is an absolute must.

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March 24, 2026 | 7 min read

Why Vertical Cloud Software Companies Will Thrive in the Age of AI

Vertical cloud companies are commanding roughly 2x the valuation multiples of their horizontal peers. Increasingly powered by AI, vertical cloud companies are becoming more defensible, more profitable, and more strategically valuable. For executives thinking about where they want to work next, and for investors seeking out attractive opportunities, vertical cloud deserves a hard look.

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December 15, 2025 | 8 min read

After the Learning Curve, AI ROI is Finally in Sight

After broad experimentation and billions invested, enterprises are finally discovering where AI for business can deliver measurable ROI. The learning phase, punctuated by pilot testing and vendor trials, has prepared organizations to deploy focused solutions that reduce costs and drive revenue. Now, with the rise of smaller, smarter language models, companies are poised to scale AI more efficiently and turn experimentation into execution in the months and years ahead.

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