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State of the union on all cloud infrastructure.
Gap Widens
Enterprises use proprietary, closed-source models in production much more frequently than open-source alternatives. While open-source models are fast-followers, AI builders want to use the best models available. Google's Gemini models have gained the most in popularity in the last 12 months.
The Next Emerging Categories in Cyber
A new generation of attackers are utilizing AI to bypass existing infrastructure.
Valuation Divide
The gap between private and public multiples in infrastructure software has never been wider.
Public vs. Private LTM ARR Multiples
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