Workiva is the type of SaaS company AI could disrupt. Reporting + compliance + governance is where AI is moving fast.

JFrog’s cloud business crossed $243M in revenue (up 45% YoY) driving overall growth to 24%.

Rule of scaling in 2026: you don’t scale alone.

Just as we’ve been tracking the “$2B Marketplace club”, Palo Alto Networks + Google Cloud announced a partnership expansion — and PANW crossing $2B in sales on Google Cloud Marketplace.

Netskope just showed that a partner-first GTM can win over Wall Street.

Alphabet reaching 3T today is an AI story, not a search story anymore. It just joined the $3T club with Apple and Microsoft, trailing Nvidia at $4T.

Last week Oracle rewrote the AI-cloud narrative.

Snowflake's stock surged 20% last week following its impressive Q2. At $80B market cap, few companies reaccelerate growth to 32%.

JFrog shares up 53% YTD - impressive performance for non-AI-native software (e.g. GitLab down 24% in the same period).