AI

Big Tech x Generative AI Q3 '24 Update (Part 2)

How Meta and Microsoft's Generative AI investments are going so far

Nov 11 •

Big Tech and Generative AI Q3 '24 Update

How Amazon, Apple and Google's Generative AI investments are going

Nov 4 •

OpenAI's o-1 and Inference-Time Scaling Laws

Machine Thinking, Fast and Slow

Oct 28 •

Cerebras S-1 Breakdown

On giant chips and customer concentration

Oct 14 •

OpenAI and Anthropic Revenue Breakdown

Breaking down revenue growth, the consumer subscription businesses and the importance of partnerships to the API business

Sep 30 •

AI's Impact on Software: Disruption or Expansion?

On the end of Software vs the 10xing of Software TAM

Sep 23 •

The Plummeting Cost of Intelligence

On smaller models, on-device inference and the path to zero cost intelligence

Sep 16 •

The ROI on Generative AI

A few anecdotes of real, tangible ROI on AI in production from enterprises

Sep 3 •

Overbuilding in AI: A Modern Twist on an Old Tale

On overbuilding, demand signals and prior infrastructure buildouts

Aug 19 •

Big Tech's Guide to "M&A" in AI

Hire and License is the new Acquire?

Aug 5 •

The Evolution of SaaS Pricing in the AI Era

On selling work, value and outcomes

Jul 22 •

Three Archetypes of AI Application Startups

On copilots, autopilots and service-as-software

Jul 15 •

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