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Generational

Kenn So

Deeply researched analysis of the business and technology of AI

Platform
Substack
PricingOnly free issuesPublishesWeekly
Issues289SubscribersRead generational.pub

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

Living & Working with AI

To close out SF Tech Week, I’m hosting a session on The Economics of AI — a chance to zoom out from the technical demos and product launches and look at the bigger picture. Researchers from OpenAI, Stanford, and others will present new data...

4 months ago
6
0

Agents at Work

Last year I published a framework to locate where AI agents would create value first. The method was simple: break work into tasks, map tasks to occupations, and use wage pools as a practical proxy for market size. The premise was that if a...

4 months ago
6
3

How to Invest in AI

We are in the middle of the AI super cycle. Chips, cloud, and model platforms have pushed the stock market to multiple record highs, and a second wave is moving through everyday software and early robotics. The question is no longer why inv...

5 months ago
11
0

What Windsurf and Scale AI Quasi-Acquisition teaches us

It's been about a year since I unpacked Big Tech's quasi-acquisitions of generative AI companies like Inflection, Adept, and Character.ai. In that piece, I broke down why these deals—structured as talent hires plus non-exclusive licenses ra...

7 months ago
8
0

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Authors

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  • Kenn So

    Writing Generational

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