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.
March 24, 2026 | 7 min read
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.
December 15, 2025 | 8 min read
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.
September 3, 2025 | 8 min read
Why Propel is the only viable choice for companies looking to move their product lifecycle management to the cloud.
May 6, 2025 | 4 min read
Global infrastructure spending is surging worldwide as organizations race to modernize. See how GoFormz's cloud AI digital forms platform is transforming field service management—helping global leaders like Veolia, Baker Hughes, and Elecnor digitize complex workflows and eliminate paper bottlenecks.
Further Reading
● Utilities Everywhere Face Rapidly Growing Workloads: They’re Getting It Done with KloudGin - February 2025
● AI for Business Users is Just Starting — Focus on High ROI Use Cases, Architecture, and Gross Margin - October 2024
● Why Mission-Critical Cloud Startups Are Powering Ahead in Today’s Uncertain Tech Economy - March 2024
● As a New Tech Cycle Begins, These 5 Trends Will Shape the Cloud Landscape in 2024 - March 2024
● The New 14-Year Cycle: Today’s Cloud Slowdown Is the Opportunity Startups Need to Build Tomorrow’s Winning Companies - June 2023
● The Great Migration and the Next 10-year Cycle in Cloud - April 2023
● Should I Exercise Options Before I Leave? - April 2023
● Peer Review Sites Are Changing the Way Business Buys Software - April 2022
● Transforming the Process of Making Business Connections - February 2022
● From Relocation to Real Estate, The New Normal of Remote Work - October 2020
● Keeping Employees Engaged and Productive During the Pandemic - October 2020
● How HR Leaders Are Rising to the Challenge of Covid-19 - October 2020
● 3 Reasons Why Directors and VPs Make Great Cloud Founders - July 2020
● Propel PLM: A Classic Series A Success Story - April 2018
● ServiceMax: A Classic Series A Investment Success Story - February 2017