Friday Tech News

Insights, Observations, and Trends in Enterprise Software | 03.14.2025

Author

Phil Moroni
March 14, 2025

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Good morning and welcome to another edition of Friday Tech News! I hope you’ve had a wonderful week.

We’ll cut straight to the chase with this week’s edition, it’s chalk full of the usual Agentic and GenAI updates + some great cyber updates. In particular, I think the GitHub announcement is huge for devs and security teams, but poses interesting questions on paying for such services and how their licensing models will work in the future.

The other big announcements came from ServiceNow, Databricks, and OpenAI. We saw some nice money and deal flow with some interesting companies gaining momentum (Knostic) and others losing steam (D-ID).

If you’re interested in chatting and being interviewed as a practitioner on the tooling you use to perform you job, any insights you have into Enterprise Tech, I’d welcome the chance to talk with you. Reach out by responding to this email.

Stay physically and digitally safe out there - you guys and gals rock for coming back to this every week.

Oh - and enjoy the 3 meme’s this week. I’d love to know which is your favorite.

Phil

OEM News & Updates 📰

  • Cohere released Aya Vision, a multimodal AI model that excels in tasks like writing image captions, answering questions about photos, etc…

  • Trained to allow the use of fewer resources while achieving competitive performance.

  • Aya is available for free through HuggingFace and WhatsApp.

  • They also announced several updates in this article as well aimed at driving down costs.

  • New Relic introduced Cloud Cost Intelligence to provide detailed insights into multi-cloud cost trends, drivers, and impacts. They’re officially entering into the FinOps space - but are we even calling it that any more?

  • Pipeline control - this new feature offers a powerful rules engine and data visualizations so enterprises can manage data quality and control effectively.

  • Visibility into the cloud remains a top priority for businesses

  • OpenAI has signed a 5 year deal worth almost $12B with CoreWeave, the data center provider for AI services.

  • CoreWeave is valued at approx. $350M

  • Observe has introduced Frontend Visibility, aimed at optimizing end user experiences. It uses open source agents and OpenTelemetry based SDKs to collect data from users’ browsers and mobile apps.

  • It correlates journeys with business metrics and backend performance to help DevOps teams understand incident impact and resolution.

  • Their Synthetic Monitoring continuously assesses the performance of web apps and API endpoints through tests run from various geos.

  • They’ve introduced a new suite of APIs and tools to help developers and enterprises build AI-powered agents more efficiently.

  • The new offerings such as Responses API, enable developers to leverage multiple built in tools within a single API call. The Agents SDK provides open-source tools for building and managing agents on models including non-OpenAI models.

  • Arista introduced a new Ethernet based AI load balancing solution called Cluster Load Balancing which uses RDMA queue pairs to optimize high bandwidth utilization between spines and leaves.

  • Their CloudVision Universal Network Observability platform now offers AI job-centric observability. This provides comprehensive visibility into AI job health metrics, network performance, and bottleneck issues.

  • Super fast speeds with this ethernet plug in designed for small AI clusters as well as massive deployments.

  • Databricks is introducing tools to help orgs scale and deploy AI agents into mission critical apps. This includes the extension of the Mosaic AI gateway for centralized management of AI models.

  • Their new “Genie Conversation API” suite allows devs to integrate NL based chatbots into in-house apps or popular tools like MSFT Teams and Slack.

  • Databricks remains hot.

  • This partnership combines Palantir’s AI platform with DB’s Data Intelligence Platform. Cool.

  • Aims to accelerate the production of AI apps and reduce TCO.

  • Delivers real time, AI powered autonomous workflows for customers across various sectors.

  • GitHub announced the unbundling of its Advanced Security product into two standalone offerings: GitHub Secret Protection and Code Security. Takes effect 4/1/2025 and does not appear to be an April fools joke.

  • GitHub Secret Protection: This product will focus on detecting and preventing secret leaks through push protection, secret scanning, AI powered detection, and security insights.

  • GitHub Code Security: This will help devs identify and remediate vulns faster using code scanning, Copilot autofix, security campaigns, dependency review actions, and tons more.

  • Yokohama features preconfigured AI agents designed to enhance enterprise workflows and maximize business impact. These AI agents operate on a unified platform for integration across different business functions.

  • Expands on their Knowledge Graph and Common Service Data Model (CSDM) to break down data silos. Allows AI agents to operate with a comprehensive view of the environment.

  • Their Agent Orchestrator and Agent Studio are now available with expanded capabilities to govern the complete AI agent lifecycle. Also comes with slick analytics and dashboards woo.

Articles I Liked This Week 💡

  • Will they keep growing at the clip we’ve seen? I think people are bullish on PANW despite the presence of some bearish trades.

  • CNAPP is being decomposed. James was right about a bunch of these new acronyms (CDR, DDR, ASPM, etc…) coming into popularity and people are rethinking the CSPM space in particular from my observations.

Tech Funding & M&A 💸

  • Knostic is an enterprise AI startup that focuses on enhancing AI security with need-to-know access controls. They’re from Tel Aviv.

  • Stability AI is a UK based company that’s best known for their text-to-image model, Stable Diffusion.

  • Getvisibility is a DDR and DSPM provider based in Ireland

  • IonQ is a quantum computing hardware and software company based in Maryland. They specialize in developing general purpose ion quantum computers and software for circuits.

  • Moveworks is a California based AI company that’s designed a technology that uses Natural Language Understanding (NLU), probabilistic machine learning, and automation to resolve requests. Huge bet for SNOW.

  • Pentera is a Boston based pen testing company originally founded in Israel.

  • NetApp is a NC based company specializing in enterprise storage solutions.

  • Peak AI is an AI company from the UK specializing in AI driven solutions to optimize business processes.

  • Omni is a BI platform based in San Francisco. Founded by Colin Zima (Chief Analytics officer from Looker), their platform allows users to run adhoc data analyses and much more.

Layoff | D-ID

Meme of the week 🤣

Three memes this week. It’s my favorite (well one of my favorite) things to explore every week, and my team at Phoenix produces FIRE memes on a weekly basis. Look for more memes in each edition moving forward.

Recommendations 👉🏻

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Thank you so much for making this a part of your Friday morning coffee time. I'm Phil Moroni, and I'm an Account Executive in the Information Technology industry here with another edition of Friday Tech News!

What is this? This is a newsletter that provides updates and insights on the latest trends and developments in the technology industry. I am a professional who specializes in supporting IT leaders in evaluating, investing, and managing people, processes, and technology tools that support their businesses.

Each week, I summarize relevant industry updates from popular Original Equipment Manufacturers (OEM's), software publishers, and managed providers. The goal of my research and newsletter is to keep you informed about current trends and events that may impact your business from a trusted and reputable source. It's just information I'm sharing, and I follow and work with hundreds of partners in the industry, keeping track of their growth, changes, and evolution so that you don't have to.

Bottom Line: As you focus on improving your business through digital initiatives, my commitment is to keep you informed of the fast-paced changes and trends taking place so that you can plan ahead and stay ahead of the game.

Key areas of focus for me are:

  1. Cloud Computing, Security, Trends

  2. Developer & Security Tools

  3. Networking & Infrastructure Tools

  4. End User Tools & Workspace Tech

  5. Emerging Technologies and Future Concepts

If you have any questions, would like information about any specific vendors I follow, or would like to have a conversation about any topic that is challenging you, I invite you to engage with me! I value feedback immensely and would love to know what you find valuable about this newsletter so feel free to reach out!

Thank you for reading and stay digitally and physically safe!

Phil

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