Author: Diana Foster

Perplexity’s publisher revenue share program sounds like a deal for media outlets. For Axios, whose business depends on direct ad sales to premium audiences, it may be quietly draining the commercial model.

Mercor’s AI hiring platform is bypassing traditional ATS workflows – and quietly cutting into Lever’s mid-market pipeline before deals even open.

Replicate’s per-prediction model marketplace is pulling production API traffic away from Hugging Face by making open-source model access simpler and more cost-predictable.

Windsurf’s AI-native IDE is creating real friction for JetBrains’ enterprise accounts. Here’s how Codeium is making the migration conversation happen.

Replit’s deployment features are pulling hobbyist developers away from Netlify by removing the friction of switching platforms. Here’s why Netlify is structurally exposed.

Rippling’s IT module bundles SSO and device management into its HR platform, quietly pulling mid-market companies away from Okta’s standalone identity product.

Albato is targeting Make’s mid-market agency base with white-label automation and predictable pricing – and the approach is working.

Airtable’s Cobuilder is generating internal apps directly from existing data, putting real pressure on Retool’s mid-market pipeline without making much noise about it.

Notion’s AI-powered forms are absorbing use cases that Typeform has owned for years – especially for internal research teams who already live in Notion.

Bland AI’s voice agent platform bundles telephony and AI into one API, directly targeting Twilio’s programmable voice business and the developers who built on it.