← Back to PeopleDWInvestorDerrick WoodManaging Director at TD CowenLinkedInDerrick Wood is an analyst focused on enterprise software and SaaS/Cloud computing.1Mentions1Articles1OutletsCompanies CoveredAnthropic1Cursor1Gemini1GitHub1Google1LinkedIn1Meta1Microsoft1Mojang1Nvidia1OpenAI1Oracle1Salesforce1SpaceX1ArticlesMost recent firstMentioned InReferenced in coverageCNBC asked whether Nadella can reinvent Microsoft againCNBCcautiousOct 6, 2026“Analyst noting usage-based billing could significantly increase token bills similar to Claude Code pricing shift.”