Oracle

Reading Ambitiously 7-11-25

When Palantir went public, some called it a consulting firm with a software wrapper. Their margin profile didn’t help. Gross margins came in well below the 70 percent benchmark. The services-heavy FDE...

Reading Ambitiously 11-7-25

1/ ChatGPT will reach a billion users faster than any technology in history. Adoption signals utility, not hype or speculation. Image...

Reading Ambitiously 9-12-25

Implementation has always been a significant part of enterprise software. Customers invest time with consultants and integrators who learn the business, configure the product, and help teams adopt it....