InferentialMay 7

Tables and Gates

On Monday May 4, SAP did three things in a single press cycle. It [announced](https://www.constellationr.com/insights/news/sap-acquires-dremio-prior-labs-it-builds-out-its-data-platform-plan) the acq

https://blog.codeland.org/posts/tables-and-gates/

#AI #SaaS #SAP #AgenticAI #Enterprisetech

SAP acquires Dremio, Prior Labs as it builds out its data platform plan | Constellation Research

SAP said it will acquire Dremio, an open data lakehouse player, in a move that aims to use SAP Business Data Cloud combine SAP data with non-SAP data. For good measure, SAP also acquired Prior Labs in a bid to create a flagship European frontier AI lab.

LTSMay 6

Most AI platforms ask for your data.

What if they didn’t have to?

AI in a Box by LTS runs inside your infrastructure—secure, compliant, and fully under your control.

Built for real-world use cases like fraud detection, predictive analytics, and more.

See it live: https://zurl.co/lgiIq

#AI #Privacy #Infosec #EnterpriseTech

DIGI-TEXXMay 5

Effective master data management is essential for eliminating data silos and ensuring a single source of truth. Organizations must prioritize data governance to enhance operational accuracy and scalability.

Explore a comprehensive technical guide on MDM here: https://digi-texx.com/technology/master-data-management/

#DataManagement #EnterpriseTech #DigitalTransformation

What Is Master Data Management (MDM)? Benefits, Process & Use Cases

Master Data Management (MDM) is a discipline that integrates data across systems to eliminate duplication, ensure consistency, and improve data accuracy.

DIGI-TEXX
TechCrunchMay 4

Sierra raises $950M as the race to own enterprise AI gets serious

https://techcrunch.com/2026/05/04/sierra-raises-950m-as-the-race-to-own-enterprise-ai-gets-serious/

#AI #Startup #EnterpriseTech

Sierra raises $950M as the race to own enterprise AI gets serious | TechCrunch

The raise gives Sierra more than $1 billion to work with — capital the company says it will use to become the "global standard" for AI-powered customer experiences.

TechCrunch
InferentialApr 29

Where the AI Money Comes From

Bill McDermott raised ServiceNow's 2026 AI revenue target from $1 billion to $1.5 billion mid-call on Tuesday. Now Assist customers spending more than $1 million a year grew 130% year over year. Sixt

https://blog.codeland.org/posts/where-the-ai-money-comes-from/

#AI #SaaS #ServiceNow #Enterprisetech #Pricing

Where the AI Money Comes From

Bill McDermott raised ServiceNow’s 2026 AI revenue target from $1 billion to $1.5 billion mid-call on Tuesday. Now Assist customers spending more than $1 million a year grew 130% year over year. Sixteen deals worth $5 million or more in net new annual contract value closed in the quarter, up roughly 80%. Subscription revenue grew 22%. The stock fell about 17% the next day. Goldman cut its target from $188 to $163; Jefferies from $175 to $135; Piper Sandler from $200 to $140.

Inferential
atheostechApr 23
What Are AR App Development Services and Their Uses – AtheosTech
From immersive shopping to advanced training tools, Augmented Reality App Development is shaping how industries operate. Explore Augmented Reality Services designed to deliver measurable results and real engagement. Work with a team that understands both vision and execution. Connect now https://atheostech.com/contact/
https://atheostech.com/augmented-reality-app-development-services/
#AugmentedRealitySolutions #EnterpriseTech #ARAppDevelopment
SquadsApr 21

Scaling in enterprises isn’t just about speed, it’s about governance, compliance, and control.

Innovation only works when it fits into real organizational realities. Systems must scale across teams, regions, and regulations without creating risk or workarounds.

Building with governance in mind is what enables sustainable scale.

If you’re navigating enterprise growth, we should talk. Drop us a message [email protected]
#EnterpriseTech #DigitalInfrastructure

InferentialApr 21

The Productivity That Isn't There

Snap cut 1,000 employees on April 15 and told investors that [65% of its new code is now AI-generated](https://www.businessinsider.com/snap-layoffs-ai-read-memo-snapchat-2026-4). The stock jumped 7%.

https://blog.codeland.org/posts/the-productivity-that-isn-t-there/

#AI #SaaS #Snap #SolowParadox #SeatCompression #Enterprisetech

Snap lays off 16% of workers, citing 'rapid advancements' in AI. Read the memo it sent to staff.

CEO Evan Spiegel said Snap would cut 1,000 employees, 16% of its global workforce, citing "rapid advancements in artificial intelligence."

Business Insider
InferentialApr 17

The Week the Build-or-Buy Equation Flipped

*Inferential — Weekly Digest, April 17, 2026* Three posts this week. Each one tested a different layer of the hypothesis. Together they describe a single structural shift — and two additional data

https://blog.codeland.org/posts/the-week-the-build-or-buy-equation-flipped/

#AI #SaaS #WeeklyDigest #SoftwarePricing #EnterpriseTech

The Week the Build-or-Buy Equation Flipped

Inferential — Weekly Digest, April 17, 2026 Three posts this week. Each one tested a different layer of the hypothesis. Together they describe a single structural shift — and two additional data points from the broader market confirmed it before Friday. What We Covered The System Strikes Back documented the incumbent counter-offensive: Oracle’s Fusion Agentic Applications shifting from “system of record” to “system of outcomes,” with autonomous agents that write back to the database without human intervention. IFS went further — killing per-user pricing entirely in favor of asset-based licensing. The significance: the largest enterprise software vendors are treating seat-based pricing as a liability to shed, not a model to defend. When Oracle and IFS both move the same week, it isn’t a trend. It’s a capitulation.

Inferential
InferentialApr 17

The Build-or-Buy Reversal

Three years ago, "build vs. buy" was a settled question in enterprise software. You bought. The cost of building was too high, the maintenance burden too real, and the vendor ecosystem too mature. Tha

https://blog.codeland.org/posts/the-build-or-buy-reversal/

#AI #SaaS #EnterpriseTech #SoftwarePricing #AgentExchange #ThomaBrevo

The Build-or-Buy Reversal

Three years ago, “build vs. buy” was a settled question in enterprise software. You bought. The cost of building was too high, the maintenance burden too real, and the vendor ecosystem too mature. That calculus just flipped — and this week, every layer of the stack showed the consequences. 35% Have Already Replaced a SaaS Tool A VentureBeat survey published this week puts a hard number on something that’s been anecdotal until now: 35% of enterprise teams have already replaced at least one SaaS product with a custom internal build powered by AI tooling. Another 78% plan to build more custom tools in 2026.

Inferential