
Deeply researched analysis of the business and technology of AI
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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...
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...
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...
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...
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