Mandeep Singh sees cloud providers as big beneficiaries in the AI boom while SaaS, IT and business services will feel pressure.
Posts published in “Generative AI”
An opinion piece by the chief legal officer and general counsel of 8am
Ryan Gavin says new MCP capabilities let Slackbot coordinate CRM data, analytics and AI agents from a single conversation.
An opinion piece by a data engineer II at Amazon
BofA analyst Vivek Arya says the bigger competitive risk is to AI model companies rather than AI infrastructure stocks.