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Dive into a collection of past posts and rediscover timeless content.
$2T SaaS Bloodbath: Oracle's AI Agents vs Enterprise Software Economics

Apr 13, 2026

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3 min read

$2T SaaS Bloodbath: Oracle's AI Agents vs Enterprise Software Economics

How AI agents are destroying $2T in SaaS value and reshaping enterprise technology overnight

Yves Mulkers
Yves Mulkers
Sequoia's $1B Seed Bet: AI Talent Exodus Signals Enterprise Tremors

Apr 12, 2026

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3 min read

Sequoia's $1B Seed Bet: AI Talent Exodus Signals Enterprise Tremors

How a $1B seed round reveals the fragile foundation of enterprise AI strategies

Yves Mulkers
Yves Mulkers
Alibaba Drops AI Video Bomb: 72-Minute Data Breaches Expose $13B Market

Apr 11, 2026

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3 min read

Alibaba Drops AI Video Bomb: 72-Minute Data Breaches Expose $13B Market

Alibaba's secret AI video model and 72-minute data breaches reveal tech's new battleground.

Yves Mulkers
Yves Mulkers
SiFive's $400M RISC-V Bet Reshapes Cybersecurity's AI Arms Race

Apr 10, 2026

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3 min read

SiFive's $400M RISC-V Bet Reshapes Cybersecurity's AI Arms Race

An AI model too risky to release, $400M for alternative chips, and market tremors.

Yves Mulkers
Yves Mulkers
Eclipse's $1.3B Bet: Physical AI Will Eat the Industrial World

Apr 9, 2026

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3 min read

Eclipse's $1.3B Bet: Physical AI Will Eat the Industrial World

Venture capital shifts to physical AI, pharma commits billions, and enterprise readiness lags.

Yves Mulkers
Yves Mulkers
Coursera-Udemy $130M Merger Reshapes Enterprise Learning Forever

Apr 8, 2026

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4 min read

Coursera-Udemy $130M Merger Reshapes Enterprise Learning Forever

Two learning giants merge as AI upskilling becomes mission-critical for enterprises

Yves Mulkers
Yves Mulkers
$145K Court Fines Signal End of AI's Wild West Era

Apr 7, 2026

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4 min read

$145K Court Fines Signal End of AI's Wild West Era

Lawyers fined $145K for AI citations. Venture capital narrows. Institutions are fighting back.

Yves Mulkers
Yves Mulkers
White House vs Big Tech: AI's $Billion Energy Showdown

Apr 6, 2026

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4 min read

White House vs Big Tech: AI's $Billion Energy Showdown

Exclusive: White House demands ratepayer protection as AI infrastructure tensions escalate

Yves Mulkers
Yves Mulkers
$300B AI Venture Boom: Fortune Warns Investors Are Chasing Ghosts

Apr 5, 2026

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4 min read

$300B AI Venture Boom: Fortune Warns Investors Are Chasing Ghosts

Venture capital hits record $300B, but smart money sees a potential bubble brewing.

Yves Mulkers
Yves Mulkers
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Ins7ghts Daily, by Yves Mulkers

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