WF Software Weekly—Almost There!

研报英文原文证据摘录

WF Software Weekly—Almost There!

ost notably a coding model —

coincidentally also aligning w/ GitHub's shift to usage-based billing this week. While MSFT's model

development efforts have been somewhat slower than peers, we think recent moves position

MSFT for greater model focus (OpenAI partnership shift, mgmt messaging R&D investment, new

MAI models, etc) esp while still holding rights to OpenAI's IP through 2032. Continue Reading...

• Expert Call Recap—Parsing Through the Agentic Shift: Our call with the co-founder of an agentic

startup highlighted uneven AI impacts to software cos, but offering a bullish view of vendors in

cybersecurity, workflow automation, and companies with deep domain expertise. Contact WFS

sales for replay. Software impacts will be nuanced: Agentic AI is seeing clearer adoption in key use-

case areas like coding and ITSM/ticketing, while roles like sales/front-office remain less clear. Value

continues to shift towards the orchestration and workflow execution layer, creating upside for

adaptable platforms (RPA market somewhat exposed). The expert highlighted FIG as a winner,

also pointing to Baseten and Fireworks in inference providers and Sierra and Decagon in agentic

pureplays. Continue Reading...

• SNOW: Republishing Our Cortex Code Checks Ahead of Snowflake Summit '26: Following a

strong 1Q, it's increasingly evident that Cortex Code strengthens SNOW's role as the center of

data gravity for enterprise data estates. Our prior checks (link) highlighted productivity gains and

plans to expand Cortex Code usage. Early signs point to greater SNOW consumption with Cortex

Code. Checks noted higher SNOW usage from more queries and additional data projects. One

check noted increasing app migrations 4x with Cortex Code and agentic coding while another