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The S-1 reveals 85% gross margin and 900% NRR driven by consumption, but $390bn in compute commitments raise hard questions about long-term durability.
Arc shuts down December 22. Organizations have two months to migrate to Dia, Atlassian's AI-native browser built for enterprise teams.
With Home, Code, and Autopilot, Microsoft rebuilds its assistant into a unified enterprise app, and rewrites its pricing model in the process.
At its Fall 26 Spotlight in Boston, HubSpot shifts the CRM from storage to action: Smart CRM auto-sync, marketing agents, and an integrated AI workspace.
With $550M raised and a $15.5bn valuation, Harvey shows how owning your LLM layer is becoming the decisive competitive edge for vertical SaaS vendors.
Atlassian's record quarter, $1.77bn in revenue and +31% cloud growth, is resetting the bar for what B2B enterprise SaaS suites must deliver.
Block launches Buzz, an open-source collaborative platform unifying team chat, Git, and AI agents in a decentralized Nostr-based workspace.
Bhavin Turakhia is betting $30M of his own money on Neo, an AI-native enterprise suite designed from scratch to challenge Microsoft and Google.
As major US funds shift strategy, European B2B software companies face a familiar question: is growth capital still their Achilles' heel?
