RESEARCH · MARKET TRENDS

Market Trends

Vendor strategy, market structure, and where the money moves

Analysis of acquisitions, platform shifts, funding models, and adoption patterns across AI and cloud — the market read behind the press release.

19 ENTRIES

AGI Has Arrived. It Is Not What You Think: It’s Artificial ‘Gated’ Intelligence

Jun 30, 2026

The passport test, the kill-switch, and the restore-switch — what the Fable ban really says. A CloudDon Field Note, June 30, 2026.

Introducing agentmark: Cryptographic Provenance for AI-Generated Code

May 1, 2026

Published by CloudDon Research* · May 1, 2026

Is Kubernetes the AI OS?

Apr 6, 2026

What Cloud-Native Still Needs to Get Right?

2026: The Year the “Vibe Shift” Hits Reality

Mar 16, 2026

12 Uncomfortable Predictions for the Post-Hype Era

What are AI Agents doing on Moltbook?

Mar 11, 2026

Everyone is (or will be soon) building AI Agents. Nobody Is Watching What They Do When Left Alone. I Did. Here is Why You Should Care.

McKinsey’s Agentic AI FUD — Why Complexity Theater Will Kill Adoption?

Sep 24, 2025

<crossposting from my LinkedIn post>

Kubernetes in an AI-Native World: Can It Stay Relevant?

Aug 14, 2025

My observations from KubeCon India, 2025.

GenAI & AI Agents: Global Adoption, H1 2025

PREMIUMJul 31, 2025

Adoption benchmarks for GenAI and agentic AI in the first half of 2025 — deployment rates by industry, spend patterns, and where pilots are converting to production.

The Agentic AI Platforms Landscape: Major Players and Recent Breakthroughs

Jul 30, 2025

Evaluating the impact of AI Agents, one job at a time.

Funding Models for Agentic AI Startups: Emerging Early-Stage Trends

May 6, 2025

Introduction

Global Pulse on GenAI & AI Agents — Driving the Future of Work with GenAI and AI Agents

Jan 6, 2025

Generative AI (GenAI) adoption continues to surge around the globe — but what does that really look like at the organizational level? Our…

Quo Vadis, Kubernetes?

Apr 5, 2024

Is Kubernetes Relevant now?

How large the GenAI opportunity is & how to differentiate?

Jan 31, 2024

[Reposted from How large the GenAI opportunity is & how to differentiate? | LinkedIn]

VMware + Heptio — Win for PKS, Heptio Founders & Investors; Loss for Open Source & Cloud Foundry

Nov 14, 2018

TLDR: Heptio avoided being another Mirantis by taking up on this great offer

IBM + Red Hat: real winner is the enterprise customer

Oct 30, 2018

News

Cloud Native Transformations — Sling TV

Oct 18, 2018

Cloud Native Transformations at SlingTV

Waves of ‘Cloud-Native’ Transformations

Aug 22, 2018

Enterprise CIOs have been working on digitally transforming their IT infrastructure for a while now. Such digital transformations have…

Should Red Hat buy or build a database?

May 25, 2018

TL;DR — Yes. With data gravity influencing where workloads go, not having a database/ DBaaS offering will limit Red Hat’s success as more…

2018 — Tech Predictions: Cloud, Containers, AI, and more

Feb 14, 2018

2018 welcomed us with some of the scariest security vulnerabilities of all time: #Meltdown and #Spectre. As with all end of years, we a saw…