One dev thinks this will become their second-highest cost, fears they’ll have to pass it on Exclusive SaaS-y accounting ...

Third-party developers currently pay Elon Musk's X as much as millions of dollars per year to in order to access the platform's API. However, it appears that Musk and company now want a cut of those ...

As previously reported, William Blair analyst Tim Mulrooney initiated coverage of APi Group (APG) with an Outperform rating. The company’s inspection work is mostly covered by statutory or insurance ...

Confluent’s shift to a consumption model will drive growth, in my opinion, by attracting new customers, improving satisfaction, and encouraging customers to increase their usage. Confluent’s new Flink ...

Recurring revenue models have significantly grown in popularity in recent years. With tech companies like Apple, Adobe and Microsoft adding or switching to subscription-based services, other ...

I maintain a strong sell on Snowflake due to sharply decelerating growth, declining net revenue retention, and heavy stock-based compensation dilution. Snowflake's consumption-based revenue model is ...

That mainstream deployment shaped user expectations in a way that later transitions struggled to accommodate. In August 2025, when OpenAI initially replaced GPT-4o with its much anticipated then-new ...