
A chart-heavy cloud + SaaS newsletter
| Platform | Pricing | Only free issues | Publishes | Weekly | |
|---|---|---|---|---|---|
| Issues | 167 | Founded | 4 years ago | Last Issue | 5 days ago |
| Active | |||||

We will get right into it:
ICONIQ (h/t Vivian Guo + team) released their latest July 2026 edition of the “State of AI” report (47 slides, ungated).
Their granular AI cost structure...
Our past curations of the best content (see 2025, 2H 2024, 1H 2024) have proven popular, so here are our selections for 1H 2026:
[NEW COVERAGE] “The state of the AI economy” - from Azeem Azhar ...
Our Guest: Guy Rubin is with Fullcast and was the founder and CEO of Ebsta. Guy is known for his deep work in GTM data, revenue insights, and sales efficiency. His latest discussion focuses on Fullcast’s 2026 State of GTM Benchmarks report,...
Before getting into the core newsletter, we wanted to flag this excellent new episode with Tim Sanders, Chief Innovation Officer of G2. The conversation spans strategic views of AI (like why executives only need to understand 30% of the tec...
Our Guest: Tim Sanders is the Chief Innovation Officer at G2 and a fellow at Harvard’s Digital Data Design Institute. A longtime researcher of market trends and business technology, Tim focuses on AI adoption, AI agents, and the rise of ans...
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The writers behind this newsletter.
SaaS analyst at @CloudRatings. Previously in software PE.
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