Bloomreach Services Partner Ecosystem Analysis
Bloomreach is a digital experience and ecommerce software company focused on...
The AI Agent Orchestrator
Every wave of workplace automation has produced a new role to manage it. The...
Saviynt Services Partner Ecosystem Analysis
Saviynt is an identity governance and access management (IAM) software company...
From Time to Outcomes
How technology services firms get paid is changing. For most of the industry's...
AI as an Operating System
An operating system isn't defined by what you see. It's defined by what sits...
ServiceNow Partner Ecosystem Update
We previously discussed the ServiceNow services partner ecosystem (...
The Coming Explosion of Custom Software
For most of the software era, building an application required a team. A...
Denodo Services Partner Ecosystem Analysis
Denodo is a data management software company founded in 1999 as a university...
Q4 2025 Public Operating & Valuation Metrics Update
As investors in the tech services private markets, we track public companies’...
When Services Revenue Starts to Look Like Software
For decades, the distinction was clean. Software businesses generated...
Salesforce Services Partner Ecosystem Analysis Update
We covered the Salesforce services partner ecosystem previously (...
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The Capability of LLMs (and AI Agents) to Do
Most AI benchmarks measure what models know. METR, a Berkeley-based AI safety...