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State of the union on all cloud infrastructure.
BREAKING Insight
Closing the Gap
While closed-source models remain the preferred choice, open-source models are closing the gap as capable alternatives.
BREAKING Insight
The next emerging category - AI security
A new generation of attackers are utilizing AI to bypass existing infrastructure. Enterprises desperately seek AI-native solutions, emerging new subcategories.
BREAKING Insight
Valuation Divide
The rise of AI tooling has sustained valuations in the private markets, keeping the gap with public market multiples as wide as ever.
Public vs. Private LTM ARR Multiples
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