Ovidiu Susan
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Thematic Analysis
Multi-company intelligence across one theme — cross-cutting patterns that only broad coverage reveals.
30
Apr
The AI Buildout Confirmed at the Hyperscaler P&L
23
Apr
Can Legacy Automation Vendors Adapt to Agentic AI? PEGA Adopts the 'Harness' Framework.
20
Apr
The AI buildout, status check: what TSM and ASML just confirmed
11
Apr
The Market Doesn't Understand How AI Agents Work — And It's Creating Opportunities
18
Mar
SaaSpocalypse vs Reality: What the Earnings Data Actually Shows
11
Aug
From Search to Synthesis: How AI Rewires the Content Value Chain
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