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Marketing Tech (MarTech) Sector Update
MarTech spend is set to hit $216B by 2027—our update dives into AI-led personalization, fragmentation of offering-specific platforms, and key PE deals within the space.


OpenAI offers to acquire AI-powered coding assistant Windsurf for $3 billion
OpenAI’s $3B offer to acquire Windsurf deepens its push into AI coding tools—gaining users, talent, and a stronger foothold in the rapidly expanding developer market.


Palo Alto Networks (PANW): Deep Dive & Company Teardown
Palo Alto Networks (NYSE: PANW): A deep dive into the cybersecurity giant’s platform strategy, AI integration, and how it's reshaping enterprise network defense.
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