The track record

open called 14 September 2026 · judged by 13 November 2026

Miro will announce a strategic shift or new product focus under Bending Spoons' ownership within the next 60 days.

The acquisition by Bending Spoons and the significant valuation reset indicate a likely strategic pivot or new product direction to redefine Miro's market position.

open called 14 September 2026 · judged by 13 November 2026

Canva will announce a partnership or integration aimed at enhancing its productivity suite within the next 60 days.

Canva's recent push into office productivity and collaboration, along with its investment in Sharon AI, suggests a strategic move to strengthen its suite through partnerships or integrations that enhance its ecosystem.

open called 14 September 2026 · judged by 29 October 2026

Grafana Labs will release a new open-source tool or feature related to AI or machine learning within the next 45 days.

Grafana Labs has been actively expanding its open-source projects, including AI marketplace work and machine learning roles, indicating a continued investment in AI-related open-source development.

open called 14 September 2026 · judged by 13 November 2026

New Relic will announce a partnership or integration specifically focused on enhancing AI observability capabilities within the next 60 days.

New Relic has been actively expanding its AI observability offerings, as seen with the introduction of New Relic Autopilot and AI Observability. This suggests a strategic focus on AI, making a partnership or integration to bolster these capabilities likely.

open called 7 September 2026 · judged by 22 October 2026

PagerDuty will announce a new automation feature targeting enterprise security or developer tools within the next 45 days.

PagerDuty's recent product motion, including posts on Scoped OAuth for Public Apps and PD Automation Runner, along with new repositories, indicates a push towards integrating automation with security and developer tools, suggesting an upcoming announcement in this area.

open called 7 September 2026 · judged by 6 November 2026

Datadog will launch a dedicated AI observability product or feature within the next 60 days.

Datadog's recent actions, including the addition of a product page for 'LLM as a Judge,' AI-focused blog posts, and AI Platform hiring, indicate a strategic focus on AI workloads as both a monitored surface and a workflow layer. This suggests an imminent launch of a dedicated AI observability product or feature.

open called 1 September 2026 · judged by 16 October 2026

Sentry will introduce a new AI-focused feature or product enhancement within the next 45 days.

Sentry's recent focus on AI, including launching pages on monitoring AI agent spend and session replay, suggests continued investment in AI capabilities.

open called 1 September 2026 · judged by 31 October 2026

PagerDuty will announce further cost-cutting measures or organizational changes within the next 60 days.

PagerDuty's recent actions, including workforce reduction and management changes, indicate a focus on improving margins and operational efficiency, suggesting potential for further cost-cutting measures.

open called 14 September 2026 · judged by 29 October 2026

Commercetools will announce a new partnership or integration specifically related to AI agents within the next 45 days.

Commercetools is actively tightening its language and focus around AI agents, as evidenced by recent changes in branding and content, making a related partnership or integration announcement likely.

open called 14 September 2026 · judged by 13 November 2026

Shopify will launch a new feature or integration specifically enhancing custom storefront development using Tailwind CSS within the next 60 days.

Shopify's acquisition of Tailwind Labs indicates a strategic focus on enhancing custom storefront capabilities, suggesting that a new feature or integration leveraging Tailwind CSS is likely to be introduced soon.

open called 7 September 2026 · judged by 22 October 2026

Commercetools will announce a new partnership or integration focused on enhancing AI capabilities within the next 45 days.

Commercetools' recent changes in AI packaging and the removal of self-serve tiers indicate a strategic shift towards more controlled, possibly partner-driven AI solutions.

open called 7 September 2026 · judged by 6 November 2026

Shopify will introduce a new AI-driven feature specifically targeting in-store sales integration within the next 60 days.

Shopify's recent moves, such as enhancing POS capabilities and linking online intent to in-store completion, suggest a focus on integrating AI to bridge online and offline sales channels.

open called 1 September 2026 · judged by 31 October 2026

Shopify will launch a new AI-driven feature specifically targeting fulfillment or logistics within the next 60 days.

Shopify's recent public statements and press coverage emphasize AI in their shopping strategy and future fulfillment plans, indicating a likely move to integrate AI into logistics operations.

open called 1 September 2026 · judged by 31 October 2026

Commercetools will announce a developer-focused AI toolkit or SDK within the next 60 days.

Commercetools has shifted its messaging towards AI agents and is actively hiring AI engineers, indicating a strategic focus on AI-driven commerce solutions. This suggests an upcoming release targeting developers to integrate AI capabilities.

open called 14 September 2026 · judged by 29 October 2026

Databricks will publicly release performance benchmarks for its adaptive instructed-retriever model within the next 45 days.

The internal speed tests for Databricks' retrieval model have been highlighted in coverage, suggesting a forthcoming public demonstration to solidify its claims of speed and efficiency.

open called 14 September 2026 · judged by 13 November 2026

Snowflake will announce a new AI-focused feature or product enhancement specifically targeting regulated industries within the next 60 days.

Snowflake's recent moves, including adding high-profile regulated customers like Pacific Life and Novo Nordisk, and the change in pricing page to emphasize isolated environments, indicate a strategic focus on serving regulated industries with AI capabilities.

open called 7 September 2026 · judged by 6 November 2026

Snowflake will expand its AI capabilities by launching a new AI-driven feature or tool for enterprise customers within the next 60 days.

Snowflake's recent earnings and customer case studies highlight its commitment to AI and cloud demand. The introduction of CoCo and customer success stories suggest a strategic focus on enhancing AI offerings, likely leading to new feature launches.

open called 7 September 2026 · judged by 22 October 2026

Databricks will announce a new enterprise-focused AI governance feature within the next 45 days.

Databricks has been actively positioning itself as a leader in AI governance, with recent announcements around Genie One features and security enhancements. The focus on governance suggests further developments in this area are imminent.

open called 1 September 2026 · judged by 16 October 2026

Databricks will introduce a new developer tool or SDK aimed at improving AI agent creation within the next 45 days.

Databricks' recent activities, including the release of multiple SDKs and repositories, suggest a continued focus on expanding their developer tools, particularly in the realm of AI agent creation.

open called 1 September 2026 · judged by 31 October 2026

Snowflake will announce a new governance or security feature specifically targeting enterprise AI within the next 60 days.

Snowflake's current focus on trusted data and governance, as highlighted by their recent activities and CEO's statements, indicates they will continue to strengthen their position in enterprise AI by enhancing governance and security features.

open called 14 September 2026 · judged by 29 October 2026

Workday will launch a new AI-driven compliance training product within the next 45 days.

Workday's recent emphasis on AI and compliance training, as evidenced by their AI learning platform for compliance training, indicates a likely move to formalize this offering into a distinct product.

open called 14 September 2026 · judged by 14 October 2026

Rippling will announce a significant new office opening or expansion in a major US city within the next 30 days.

Rippling's recent activity, including the reported near-finalization of a 30,000 square foot office deal in Chicago and headcount increase in Singapore, suggests a strategic focus on expanding physical presence to support growth.

open called 7 September 2026 · judged by 6 November 2026

Workday will launch a new AI-driven compliance training product targeting public sector clients within the next 60 days.

Workday's recent AI initiatives and addition of state and local government customers indicate a focus on integrating AI into compliance solutions for the public sector.

open called 7 September 2026 · judged by 6 November 2026

Rippling will announce a significant expansion of its office space in a major US city within the next 60 days.

Rippling's recent appointment of a global paid media agency and reports of a near-deal for office space in Chicago suggest a strategic push for physical expansion to support its growing operations.

open called 1 September 2026 · judged by 31 October 2026

BambooHR will announce a new partnership or service aimed at expanding its HR expert services within the next 60 days.

BambooHR is positioning itself as an 'HR partner' by expanding its expert services, as shown by recent service launches and platform improvements. This indicates a continued focus on enhancing its service offerings.

open called 1 September 2026 · judged by 31 October 2026

Rippling will announce a new AI-driven financial management feature within the next 60 days.

Rippling is actively expanding its AI capabilities beyond HR into finance, as evidenced by its recent launch of the AI Spend Console and integration with Apex Fintech Solutions. This suggests a strategic focus on enhancing financial management through AI.

open called 14 September 2026 · judged by 29 October 2026

Proofpoint will announce a strategic partnership or acquisition related to data security within 45 days.

Proofpoint's reported talks with Varonis and its recent focus on expanding AI-powered investigations and SOC capabilities suggest an active interest in consolidating its position in data security, likely leading to a strategic move to enhance its offerings.

open called 14 September 2026 · judged by 13 November 2026

CrowdStrike's price cut on Falcon Go and Falcon Pro will lead to a reported increase in SMB customer acquisition within 60 days.

The significant reduction in pricing for Falcon Go and Falcon Pro, combined with added features like IT Hygiene, positions CrowdStrike to attract smaller businesses that previously found the products too expensive, making it a strategic move to capture a broader market segment.

open called 7 September 2026 · judged by 6 November 2026

Palo Alto Networks will introduce a new AI-driven feature or product specifically targeting incident response automation within the next 60 days.

Palo Alto Networks' acquisition of Console and its focus on AI security suggest an emphasis on automating security operations, including incident response, which aligns with their recent strategic moves and market positioning.

open called 7 September 2026 · judged by 6 November 2026

CrowdStrike will announce a new partnership or integration specifically focused on enhancing AI-driven cybersecurity for operational technology (OT) environments within the next 60 days.

CrowdStrike has been expanding its capabilities in AI-driven cybersecurity, particularly with its recent focus on agentic security and partnerships like the one with Cognizant for OT cybersecurity. This indicates a strategic move towards strengthening its position in the OT security market.

open called 1 September 2026 · judged by 31 October 2026

SentinelOne will announce a strategic partnership or acquisition aimed at improving its profitability outlook within the next 60 days.

SentinelOne's stock decline despite revenue beats indicates pressure to improve profitability, likely prompting strategic moves to address this.

open called 1 September 2026 · judged by 31 October 2026

Okta will announce a new AI security feature focused on agent identity management within the next 60 days.

Okta's recent launch of Agent SSO and its acquisition of Permiso highlight its focus on AI agent identity security, suggesting further developments in this area.

open called 14 September 2026 · judged by 29 October 2026

Adyen will announce a new partnership or product specifically targeting the Indian market within the next 45 days.

Adyen's recent expansion in India after receiving payment licenses and its focus on localizing and verticalizing its offerings indicate a strategic move to strengthen its presence in the Indian market.

open called 14 September 2026 · judged by 13 November 2026

Stripe will launch a new product or feature focused on stablecoin integration within the next 60 days.

Stripe's recent hiring of a new executive focused on stablecoins and its pattern of expanding into areas like AI routing and agentic commerce suggest a strategic push towards integrating stablecoins into its offerings.

open called 7 September 2026 · judged by 22 October 2026

Adyen will announce a new fraud prevention or identity verification feature within the next 45 days.

Adyen's recent catalog changes emphasize a shift towards higher-order commerce problems like fraud and identity verification, indicating a likely focus on enhancing these capabilities.

open called 7 September 2026 · judged by 6 November 2026

Stripe will launch a new AI-focused product or service targeting start-ups within the next 60 days.

Stripe's recent acquisitions of Clerky and OpenRouter, along with its hiring focus on AI and stablecoins, suggest a strategic move towards enhancing its offerings for AI-native companies, particularly in the start-up sector.

open called 1 September 2026 · judged by 16 October 2026

Adyen will announce a new regional partnership or initiative in EMEA within the next 45 days.

The appointment of Nicole Olbe as EMEA President with a focus on regional growth strategy signals Adyen's intent to strengthen its presence and initiatives in the EMEA region.

open called 1 September 2026 · judged by 31 October 2026

Stripe will launch a new AI-driven payment routing feature within the next 60 days.

Stripe's acquisition of OpenRouter and partnership with DBS to develop AI agent payment rails indicate a strategic focus on integrating AI into payment infrastructure, suggesting an imminent product launch in this area.

open called 14 September 2026 · judged by 29 October 2026

Zendesk will announce a new partnership focused on multilingual voice support within the next 45 days.

Zendesk's recent focus on real-time voice translation and multilingual support suggests they are positioning themselves as leaders in this area, making a partnership announcement likely to enhance their capabilities and market reach.

open called 14 September 2026 · judged by 13 November 2026

Intercom will stabilize its pricing model for the Fin AI Agent within the next 60 days.

Intercom's frequent pricing changes suggest they are experimenting to find an optimal pricing strategy. This indicates a likely resolution and stabilization soon to avoid customer confusion and improve adoption.

open called 7 September 2026 · judged by 22 October 2026

Zendesk will launch a new AI-powered customer service feature specifically targeting agent efficiency within the next 45 days.

Zendesk's recent focus on refining its AI messaging and the addition of numerous AI-related content and product pages suggest an imminent feature launch aimed at enhancing agent productivity, aligning with its repositioning as an AI-powered customer service platform.

open called 7 September 2026 · judged by 6 November 2026

Intercom will stabilize its AI outcome-based pricing at $19 per seat per month plus $0.99 per outcome within the next 60 days.

Intercom's recent pricing fluctuations suggest they are testing market reactions to find an optimal price point. The repeated adjustments between $19 and $29 indicate a likely settling at the lower end to encourage adoption while maintaining the outcome-based charge.

open called 1 September 2026 · judged by 1 October 2026

Intercom will stabilize its outcome-based pricing model within 30 days, ceasing the oscillation between $19 and $29 per seat.

The rapid changes in Intercom's pricing indicate experimentation to find the optimal price point, but the need for stability in customer perception will likely lead to a settled pricing structure soon.

open called 1 September 2026 · judged by 31 October 2026

Zendesk will announce a new partnership focused on AI integration within 60 days.

Zendesk's recent activity in AI content and development, along with the departure of the Head of Zendesk Ventures, suggests a strategic shift towards strengthening AI capabilities, likely through partnerships.

open called 14 September 2026 · judged by 29 October 2026

GitHub will launch a new enterprise security feature or enhancement for Copilot within the next 45 days.

GitHub's recent focus on enterprise security, as seen with AI Scan for pull request APIs and the expansion of GitHub Advanced Security, suggests continued emphasis on enhancing security features for enterprise clients.

open called 14 September 2026 · judged by 13 November 2026

Replit will announce a new enterprise-focused feature or partnership within the next 60 days.

Replit's recent moves, including opening an international office, Accenture's investment, and partnerships with major companies like Salesforce and Slack, indicate a strong push towards enterprise solutions.

open called 7 September 2026 · judged by 7 October 2026

Vercel will launch a new pricing tier or package specifically targeting AI developers using its sandbox and gateway features.

Vercel's recent updates, including support for Cursor Cloud Agents and the expansion of its AI Gateway, indicate a focus on attracting AI developers. Introducing a tailored pricing tier would capitalize on this momentum and provide a clear offering for this growing segment.

open called 7 September 2026 · judged by 22 October 2026

GitHub will announce a major partnership or integration with a large enterprise software provider to expand Copilot's reach in enterprise workflows.

GitHub's recent focus on expanding Copilot's enterprise capabilities, as evidenced by new customer logos and case studies, suggests a strategic push to deepen enterprise adoption. A major partnership or integration would align with this strategy to further embed Copilot into enterprise environments.

open called 1 September 2026 · judged by 16 October 2026

Vercel will introduce a new pricing tier or feature specifically targeting enterprise customers within the next 45 days.

Vercel's recent moves, including hiring for enterprise-focused roles and enhancing its AI Gateway, indicate a strategic push towards capturing more enterprise clients, necessitating tailored offerings.

open called 1 September 2026 · judged by 31 October 2026

Cursor will announce a major partnership or integration with a cloud provider within the next 60 days.

Following its acquisition by SpaceX and the launch of Cursor Origin, Cursor is positioning itself as an independent platform. Partnering with a cloud provider would strengthen its infrastructure capabilities and market position, especially after losing OpenAI's support.

open called 14 September 2026 · judged by 13 November 2026

HubSpot will launch a new feature or integration specifically focused on AI-mediated search visibility within the next 60 days.

HubSpot's recent product changes, including the addition of AI-related pages and integrations, indicate a strategic focus on AI-mediated search and visibility, suggesting an imminent feature launch in this area.

open called 14 September 2026 · judged by 13 November 2026

Salesforce will announce the acquisition of Listen Labs within the next 60 days.

Salesforce is reported to be in discussions to acquire Listen Labs, and the withdrawal of Listen Labs from a funding round suggests the acquisition talks are advanced.

open called 7 September 2026 · judged by 6 November 2026

HubSpot will announce a new AI-driven feature specifically targeting social media campaign management within the next 60 days.

HubSpot's recent moves, including partnerships with Snapchat and TikTok, suggest a focus on integrating AI with social media platforms to enhance campaign management and lead conversion, differentiating its AI strategy from Salesforce's enterprise focus.

open called 1 September 2026 · judged by 16 October 2026

HubSpot will launch a developer-focused tool or feature within the next 45 days, as indicated by its recent GitHub activity and website changes.

HubSpot's creation of new GitHub repositories and shift towards developer-facing content suggests an upcoming launch aimed at enhancing its developer ecosystem.

open called 1 September 2026 · judged by 31 October 2026

Pipedrive will announce a new AI-driven feature or integration within the next 60 days, leveraging its recent acquisition of Outfunnel.

Pipedrive's acquisition of Outfunnel and its focus on engineering and machine learning roles suggest an imminent push to enhance its AI capabilities and integrate sales and marketing automation features.

open called 14 September 2026 · judged by 29 October 2026

Airtable will launch a new cross-team workflow feature within the next 45 days.

Following its acquisition by Bending Spoons, Airtable's messaging has shifted towards cross-team workflow consolidation, indicating a strategic focus on enhancing its platform for unified workflows, which will likely result in new feature launches.

open called 14 September 2026 · judged by 13 November 2026

monday.com will announce a major CRM partnership or integration within the next 60 days.

monday.com is expanding its enterprise surface with a focus on CRM functionality, as evidenced by the addition of 47 product pages related to CRM and AI agents. This suggests a strategic push into the CRM space, likely involving partnerships or integrations to strengthen their offering.

open called 7 September 2026 · judged by 6 November 2026

Airtable will consolidate its messaging to focus on being the 'connected workspace for every team' within the next 60 days, as it seeks to establish a clear post-acquisition identity.

Airtable's shifting homepage messaging indicates an ongoing strategic decision-making process. To solidify its market position post-acquisition, Airtable is likely to settle on a clear, cohesive message that resonates with its broad user base, with the 'connected workspace' theme offering the broadest appeal.

open called 7 September 2026 · judged by 22 October 2026

Atlassian will announce a new AI pricing tier or adjustment within the next 45 days, further refining its usage-based model.

Atlassian's recent move to a usage-based pricing model for AI features suggests they are actively refining their pricing strategy to balance predictability and cost control. Given the competitive landscape and the need to align with customer expectations, further adjustments or new tiers are likely as they gather more data on usage patterns.

open called 1 September 2026 · judged by 16 October 2026

Airtable will announce a new partnership or integration focused on AI-enhanced collaboration within the next 45 days.

Airtable is actively repositioning itself with AI-focused messaging and customer proof, indicating a likely move to strengthen its AI capabilities through partnerships or integrations.

open called 1 September 2026 · judged by 31 October 2026

Monday.com will further differentiate its AI capabilities by introducing a new AI feature exclusive to its Enterprise tier within the next 60 days.

Monday.com has been actively testing and adjusting its pricing and packaging, particularly around AI features, suggesting a strategic move to differentiate its offerings at higher tiers.