Circle S-1 Breakdown

Agentic Commerce is Coming: How AI Will Reshape Online Retail

Infrastructure in the Age of AI Gatekeepers

The AI TAM Expansion Opportunity

AI’s Higher Acceptance Bar and How to Clear It

A Few Themes from Explosive Growth AI Startups

Observations from the 2025 Enterprise Tech 30

Klarna S-1 Breakdown

Venture Firms Going Public

A few charts on where AI adoption is going

How Big Tech Sees DeepSeek: Five Key Takeaways

The Rise of the Agentic Workforce

Five Lessons for Building Robust AI Agents from Coding Agents

A few themes for 2025

Comparing the Financials of Databricks and Snowflake

Emerging Wedges in Vertical AI Startups

ServiceTitan S-1 Breakdown

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

Big Tech and Generative AI Q3 '24 Update

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

Cerebras S-1 Breakdown

OpenAI and Anthropic Revenue Breakdown: Breaking down revenue growth, the consumer subscription businesses and the importance of partnerships to the API business

AI's Impact on Software: Disruption or Expansion?: On the end of Software vs the 10xing of Software TAM

The Plummeting Cost of Intelligence: On smaller models, on-device inference and the path to zero cost intelligence

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