Timely insights, market analysis, and thought leadership from the Sherlund Partners team, built for decision-makers in AI and enterprise software.
Our monthly read on the AI value chain: infrastructure rallying on rising estimates, application software de-rating to the cheapest layer in the stack, and record hyperscaler capital spending ahead of a likely IPO supercycle.
Read More →AI, agentics, and automated coding will not kill software. They expand the market by enabling new automation and intelligence-driven workflows that produce a step function increase in productivity.
Read More →The LLM market is on a path toward commoditization. Durable value requires moving up the tech stack to deliver comprehensive platforms, rich ecosystems, and market leadership.
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