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

Five Key Learnings from Google’s Antitrust Ruling : On default payments, the $20B in capex needed to replicate Google search and Bing's $100B investment in search

Overbuilding in AI: A Modern Twist on an Old Tale: On overbuilding, demand signals and prior infrastructure buildouts

Big Tech's Guide to "M&A" in AI: Hire and License is the new Acquire?

The Evolution of SaaS Pricing in the AI Era: On selling work, value and outcomes

Three Archetypes of AI Application Startups: On copilots, autopilots and service-as-software

Unpacking Apple Intelligence: A few takeaways from the Apple Intelligence announcement

Unpacking Software Softness: On Macro, Buying Behavior, AI confusion and lowering guidance

Takeaways from OpenAI and Google's May announcements: On multimodal models, reducing cost/latency and AI everywhere

Lessons from Jim Simons: On the Magic of Rentech's Medallion Fund

Startups and Timing: On the "Why Now" for startups

Observations from the 2024 Enterprise Tech 30 : A few observations from the latest Wing Enterprise Tech 30 list

Section 174 and its Impact on Tech Startups: On Expensing vs Amortizing R&D for Taxes