Grace Morain

A wave of profound uncertainty is crashing over Wall Street, forcing investors to abandon long-standing software investment theses as AI-native upstarts like Anthropic fundamentally rewrite the rules of enterprise value creation. The recent downturn in software stocks is not a reaction to weak

Beyond Bookings: The Dawn of an AI-Powered Travel Partner Once a disruptive startup that redefined travel lodging, Airbnb is now embarking on its next great transformation, positioning artificial intelligence not as a peripheral feature but as the very core of its future. The company is

We're joined today by Vijay Raina, a leading specialist in enterprise SaaS technology, to unpack the recent trillion-dollar software sell-off that has rattled investors. The market's reaction to new AI product launches suggests a widespread fear that artificial intelligence is poised to make all

The consolidation of the revenue enablement market has reached a definitive turning point, culminating in a landmark merger that positions two of its most prominent leaders, Seismic and Highspot, to redefine the industry’s future through a unified focus on artificial intelligence. This strategic

In the dynamic world of enterprise technology, the very definition of software is being rewritten by artificial intelligence. To help us navigate this monumental shift, we're joined by Vijay Raina, a leading expert in enterprise SaaS and software architecture. With a keen eye on the interplay

As a wave of economic pressure and vendor consolidation reshapes the enterprise software landscape, the observability sector is not merely staying afloat but is harnessing the very currents of technological change that threaten to pull others under. While many Software-as-a-Service (SaaS) companies

The most expensive question in the subscription economy is no longer "Why did they leave?" but rather "How did we fail to see them packing their bags in the first place?" For years, customer retention was an art of heroic saves and reactive firefighting, driven by anecdotal evidence and lagging

A New Chapter for AI Monetization: Balancing Innovation and Revenue The era of a completely free, ad-less ChatGPT experience is drawing to a close for some users, as OpenAI officially begins testing advertisements within its globally popular AI service. This strategic experiment, initially rolling

Our guest today is Vijay Raina, a leading specialist in enterprise SaaS technology whose thought leadership is shaping conversations around software architecture in the age of AI. We’re here to discuss a seismic shift on the horizon—a potential $500 billion collapse in the enterprise software

A staggering $400 billion evaporated from AI-related software stocks this week, leaving investors to wonder if the sector's meteoric rise has finally met its reckoning or if this is the entry point they have been waiting for. The recent market turbulence signals a critical inflection point for the