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

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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

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