February investor memo: Cohere hit ~$240M in ARR in 2025, above its $200M target, with QoQ growth of 50%+ and gross margins averaging around 70% throughout 2025
Artificial intelligence startup Cohere has told investors that it's seeing momentum with enterprise customers, even as rivals like Google …
Anthropic and Accenture sign a three-year deal to sell AI services to businesses; the deal makes Accenture one of Anthropic's top three enterprise customers
The artificial-intelligence model maker and consulting firm say they can help businesses see a positive return on their AI investments
Google Cloud partners with Replit to expand the use of Google's cloud services and AI models and to jointly support AI coding use cases for enterprise customers
Adobe launches AI Foundry, a program that helps enterprise customers create bespoke, commercially safe, Firefly-based generative AI models trained on their IP
not just tweak it Patrick Seitz / Investor's Business Daily : Adobe Launches Company-Specific Generative AI Models Rebecca Szkutak / TechCrunch : Adobe launches a foundry service that builds custom ge...
Atlassian acquires developer productivity insight platform DX for $1B in cash and restricted stock; DX has 350+ enterprise customers and raised less than $5M
Welcome to Cautious Optimism, a newsletter on tech, business, and power. Supriya Roy / Times of India : Atlassian to acquire engineering intelligence firm DX in $1 bn deal Larry Dignan / Constellation...
Tel Aviv-based Cato Networks, whose tools help protect remote workforces, raised a $359M Series G at a $4.8B+ valuation, taking its total funding to $1B+
backed by consistent growth, over 3,500 enterprise customers, and innovation in SASE and AI security. 🔗 https://www.catonetworks.com/ ... [image] LinkedIn: Greg Eden : Big news for Cato Networks today...
OpenAI COO Brad Lightcap says the company hit 400M weekly active users in February 2025, up from 300M in December 2024, and 2M paying enterprise customers
OpenAI appears to be growing quickly despite increasing competition. — The San Francisco-based tech company had 400 million weekly active users …
IBM launches its open source Granite 3.0 models, including 2B and 8B general purpose versions and Mixture-of-Experts models, aimed at enterprise customers
Sean Michael Kerner / VentureBeat :
Mumbai-based Neysa, a provider of AI infrastructure to enterprise customers, raised a $30M Series A co-led by NTTVC, Z47, and Nexus Venture Partners
Jagmeet Singh / TechCrunch :
IBM launches its open source Granite 3.0 models, including 2B and 8B general purpose versions and Mixture-of-Experts models, aimed at enterprise customers
Make no mistake about it, enterprise AI is big business, especially for IBM. — IBM already has a $2 billion book of business related …