Generational
Kenn SoDeeply researched analysis of the business and technology of AI
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 291 | Subscribers | Read | generational.pub |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
How The AI Bubble Will Burst
A bubble occurs when asset prices detach from underlying value and then collapse. The challenge is that we can only confirm a bubble in hindsight—at the time, elevated prices might reflect genuine value or speculative excess, and distinguis...
AI Trends 2025
The AI Trends 2025 report is here—fully updated through 12/30/2025. It’s 100+ pages covering everything from the macro picture down to scaling laws, with proprietary analysis throughout. There’s also a market map of over 1,800 AI startups, ...
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...
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...
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Authors
The writers behind this newsletter.
Writes deeply researched analysis on the business & technology of AI at Generational. Also invests in AI companies and builds AI products.
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