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I didn't notice it at first but there in the back corner of my laptop, I've been assembling a little library. The library doesn't contain books, but scraps of text that explain what an AI should do. Visit Anthropic's home page & you'll find their ...

What it cost to have an assistant with you like in the movie Her? The cost of using AI has dropped precipitously, an order of magnitude every year. If the average American picks up their phone 144 times per day & engages with an assistant, each time ...

77% of enterprise AI usage are using models that are small models, less than 13b parameters. Databricks, in their annual State of Data + AI report, published this survey which among other interesting findings indicated that large models, those with . ...

After the election, the public markets have roared, but not equally. The broad software ecosystem has seen a relatively muted change in forward multiples. There's no statistically significant change in the days after the election compared to the ...

Over the weekend, I found myself in an hour-long conversation during my drive with an AI. We jumped from discussing Cooper Flagg's basketball stats at Duke to comparing Carlo Rovelli and Brian Greene's competing theories of physics to talking about . ...

The major areas of AI innovation automate white-collar work. Reviewing the BLS' data on employment for white collar work, I aggregated the data to these categories. It's striking that most of them already have a significant number of AI startups ...

"AWS' AI business is a multibillion-dollar revenue run rate business that continues to grow at a triple-digit year-over-year percentage and is growing more than 3x faster at this stage of its evolution as AWS itself grew, and we felt like AWS grew .. ...

On Monday, at TC Disrupt Colin Zima CEO of Omni, Jordan Tigani CEO of Motherduck, Daniel Svnova CEO of Superlinked & Toby Mao CTO of Tobiko Data who are leading the evolution of the Post Modern Data Stack discussed the trends they are seeing. Here .. ...

In yesterday's post, I calculated the profitability of public software companies. To calculate these figures, I built a little Rube Goldberg machine. I didn't download the data into Excel. Instead, I complexified things by sending the analysis to 4 . ...