AI

Klarna S-1 Breakdown

On Buy Now Pay Later, Commerce networks, AI to drive efficiency and the comparison with Affirm

Mar 19 •

A few charts on where AI adoption is going

5 charts on AI model improvements and AI adoption

Feb 19 •

and

Charles Rubenfeld

How Big Tech Sees DeepSeek: Five Key Takeaways

On diffusion of innovation, the need for strong business models, lower inference costs benefiting apps and investing in infrastructure as a strategic…

Feb 10 •

The Rise of the Agentic Workforce

AI colleagues and teammates are everywhere

Jan 29 •

Five Lessons for Building Robust AI Agents from Coding Agents

What code generation and coding agents can teach us about building agents in other areas

Jan 22 •

A few themes for 2025

The obligatory 2025 predictions piece

Jan 8 •

Emerging Wedges in Vertical AI Startups

On voice, search, unstructured data parsing and content generation

Dec 16, 2024 •

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

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

Nov 11, 2024 •

Big Tech and Generative AI Q3 '24 Update

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

Nov 4, 2024 •

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

Machine Thinking, Fast and Slow

Oct 28, 2024 •

Cerebras S-1 Breakdown

On giant chips and customer concentration

Oct 14, 2024 •

OpenAI and Anthropic Revenue Breakdown

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

Sep 30, 2024 •

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