Analysis
OpenAI Elastic Enterprise AI: Search, Security, Governance
Elastic expanded its OpenAI collaboration on July 30, 2026, pairing Elasticsearch retrieval with permissions, observability, and security workflows.
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Analysis
Databricks Pricing: DBUs, Billing, and Buyer Basics
Databricks pricing is pay-as-you-go, based on compute usage and metered in DBUs, with undiscounted list prices and Azure billing handled by Microsoft.
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Analysis
Microsoft Agentic Security Platform: Project Perception Launch
Microsoft launched Project Perception and MAI-Cyber-1-Flash, tying agent-based defense to its MDASH vulnerability-management harness and about 96% CyberGym claims.
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Analysis
Microsoft's Push Beyond OpenAI: Cost and Lock-In Signals
Microsoft's Excel, MAI-Code-1-Flash, and MAI-Cyber-1-Flash moves point to a more mixed model stack, with cost and vendor-dependency implications.
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Analysis
ServiceNow $40M stake in Indian banking software BusinessNext
ServiceNow took a roughly 5% stake in BusinessNext for $40 million at a $700 million valuation — a minority investment, not an acquisition.
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Analysis
Salesforce Pricing: Editions, Per-User Costs, and Add-Ons
Salesforce lists Sales Cloud prices from $25 to $550 per user monthly, but add-ons, credits, and Success Plans at 30% of license fees move the bill.
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