ULUK Insights

Competitive marketing analysis — what reports of real in-market advertising reveal about how B2B categories compete.

Monthly brief · AI Coding · New

Cursor's paid-media pivot in 30 days — May to June 2026

In May, Cursor was selling Teams credits with named enterprise proof. In June, the entire conversion creative is gone, replaced by Origin — a brand-new git forge. We re-scraped the library to show exactly what swapped, and what the move signals about category strategy and how fast B2B positioning is moving in 2026.

June 24, 2026 · 6-minute read Read →
Competitive analysis · AI Employees

How AI Employee Companies Advertise — A Competitive Breakdown

We compared Lindy and 11x. The two have made opposite paid-media bets at the same buyer: one workhorse creative at 58% rotation weight versus 21 distinct creatives across six concurrent themes. There is no consensus AI-employee approach yet.

June 2026 · 5-minute read Read →
Competitive analysis · AI Coding

How AI Coding Companies Advertise — A Competitive Breakdown

We analyzed Cursor, GitHub Copilot and Claude Code. Read together, they reveal a strange asymmetry: in a category where the buyer is shopping for an AI coding tool, only one of the three advertisers is actually advertising one.

June 2026 · 5-minute read Read →
Competitive analysis · B2B Fintech

How B2B Fintech Companies Advertise — A Competitive Breakdown

We analyzed Ramp, Brex, Mercury and Navan. Read together, they reveal four fundamentally different plays inside the same spend-management category. And a Capital One acquisition that just changed the math.

June 2026 · 5-minute read Read →
Competitive analysis · B2B Procurement

How B2B Procurement Companies Advertise — A Competitive Breakdown

We profiled Staples Business, ODP Business Solutions and Walmart Business. Read together, they reveal a category where one advertiser is fighting differently. And the others aren’t fighting back.

June 2026 · 5-minute read Read →
Competitive analysis · Identity Security

How Identity-Security Companies Advertise — A Competitive Breakdown

We pulled the data on Okta, Ping Identity, CyberArk and JumpCloud. Read together, they reveal a category mid-transformation. And a war over a single word.

May 2026 · 4-minute read Read →