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  • Tech Launch Perspective
    July 22, 2026

    Life sciences enterprises are moving beyond isolated generative AI pilots toward governed, multi-agent workflows that support clinical, commercial, and real-world activities. This shift is increasing demand for platforms that combine regulatory-grade data governance, enterprise interoperability, scalable…
  • June 26, 2026

    For decades, the enterprise technology industry operated on a simple principle: software companies built products, and services firms helped enterprises implement, customize, and operate them. The relationship was highly complementary, but the businesses themselves remained largely…
  • Blog
    June 22, 2026

    Artificial intelligence is creating a subtle but important shift in enterprise technology and services markets. Across both software providers and technology services firms, I am seeing a growing willingness among enterprises to replace incumbent partners. While…
  • Blog
    June 16, 2026

    For decades, the technology industry has operated with a clear division of labor. Software companies built products. Consulting firms, systems integrators, and outsourcing providers helped enterprises implement, manage, and optimize those products. That separation has been…
  • Blog
    May 07, 2026

    The rise of generative AI and agentic AI is rapidly changing how enterprises think about software pricing, value, and long-term technology investments. While market sentiment has recently pressured valuations across software and tech services firms, I…
  • Blog
    May 01, 2026

    Forward deployed engineers (FDEs) have become one of the most debated topics in enterprise technology, driven in large part by the visibility of Palantir’s model. As generative AI and agentic AI reshape enterprise architectures, many CIOs…
  • April 17, 2026

    Generative AI, enterprise AI transformation, and operating model changes are dominating boardroom conversations, yet the real adoption remains uneven. From my vantage point, the most important takeaway is this: AI will reshape nearly every business function, but progress will…
  • Blog
    April 15, 2026

    As generative AI reshapes enterprise technology, one reality is becoming increasingly clear: the Software Development Life Cycle (SDLC) is emerging as the epicenter of both value creation and disruption in the tech services industry. This is…
  • Blog
    April 02, 2026

    Artificial intelligence, generative AI, and agentic systems are rapidly reshaping enterprise technology, and nowhere is this more evident than in the software development lifecycle (SDLC). While much of the conversation around AI disruption has focused on…
  • Viewpoint
    March 31, 2026

    To keep pace with macroeconomic uncertainties, supply chain volatility, and growing business expectations, procurement leaders must deliver more than operational efficiency. The modern mandate calls for agility, intelligence, and measurable value. However, fragmented systems, siloed workflows,…
  • Viewpoint
    March 25, 2026

    Procurement has historically focused on cost savings and operational efficiency, supported by spend visibility and reporting tools. However, AI advances are fundamentally reshaping this model by enabling continuous, intelligence-driven procurement decision-making. Agentic AI introduces autonomy into…
  • Blog
    March 24, 2026

    The procurement technology landscape is expanding at a pace that reflects more than incremental digitization. Across sourcing, contracting, spend intelligence, vendor management, and accounts payable solutions, providers are proliferating, capital is flowing, and enterprises are broadening their digital roadmaps.  This proliferation has resulted in a diverse technology landscape marked by:  Traditional integrated suites anchoring…
  • March 23, 2026

    Generative AI, intelligent agents, and frontier models are giving rise to a new category of software that I believe will redefine how work gets done. For decades, we have built systems of record and systems of…
  • Blog
    March 17, 2026

    For years, procurement was defined by one outcome: savings achieved through negotiations, competitive bidding, and benchmarking. Later, technology -driven efficiency became an additional priority. With this, the performance improved, but the perception did not. Procurement remained operational, important, yet rarely strategic.  Now, the shift is unmistakable. Agentic Artificial Intelligence (AI) is changing…
  • Blog
    March 12, 2026

    Generative AI, intelligent agents, and frontier models are giving rise to a new category of software that I believe will redefine how work gets done. For decades, we have built systems of record and systems of…
  • Viewpoint
    March 03, 2026

    Procurement is at a pivotal inflection point. After a decade of digital transformation focused on automation, compliance, and analytics, many organizations have reached a plateau where process automation remains rule-based and heavily dependent on human intervention…
  • Blog
    Feb. 25, 2026

    For decades, software companies and services firms have made poor partners. There are very few examples of software businesses that have thrived long term inside services firms or vice versa. The oft-cited exception is Trizetto within…
  • Blog
    Feb. 19, 2026

    As we move deeper into AI transformation, there is a growing tendency to focus on the obvious productivity gains. Generative and agentic AI are clearly changing how work gets done. However, I believe the more consequential…
  • Blog
    Feb. 12, 2026

    Generative AI has delivered real value inside enterprises, but largely of the incremental kind. It helps individuals work faster, supports existing processes, and improves productivity at the margins. What it has not yet done, at least…
  • Blog
    Jan. 29, 2026

    The conversation around generative AI continues to be dominated by confidence and promise. Senior executives speak openly about the potential for better customer experience, better products, and fundamentally new business models enabled by AI. I share…

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