Viewpoints

As Q3 ends, let’s review how software companies have performed, based on Clouded Judgement’s data from 29 companies: * Every company exceeded Q3 consensus estimates, with […]

Lightspeed, in partnership with Fortune, has released a list of the top 60 venture-backed cybersecurity companies (the Cyber60), as chosen by a survey of 200 US […]

Blockchain was a red-hot technology in 2021-2022, with VC investments skyrocketing from $4.2B in 2020 to $25.3B in 2021 (a 500%+ increase) and further to $29.4B […]

Coatue Management, a technology-focused fund, hosts every year the Coatue’s EMW (East Meets West) conference. EMW has become a significant event in the tech world, bringing […]

AI Neocloud refers to a new breed of cloud compute provider focused on offering GPU compute rental. The rise of the AI Neoclouds has captivated the […]

In the pre-cloud computing era, IT resources were hosted in data centers and most corporate activities took place at company offices. Enterprises would traditionally put perimeters […]

Alexis de Tocqueville, a Frenchman who traveled extensively in the US, wrote Democracy in America, widely regarded as the most influential book on sociology and political science […]

The Fed has just cut rates by 50 bps and is on track of further cuts. Without delving into the merits of the decision — since, […]

As even the rocks know, the key driver for economic growth is productivity. There are several metrics for business productivity, being revenues per employee a popular […]