Generative AI Tech Trends
GenAIExpertsEmployed AI experts from likes of Scale AI, Uber, Meta, Corning, PwC and Goldman Sachs, advising hedge funds and IBs for the last 3 years on AI. Now, sharing insights from those discussions to give a real-time view on where the smart money is going to.
| Platform |  | Pricing | Only paid issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 56 | Subscribers | Read | genaitech.net |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Elastic's $88B TAM in Search, Observability and Security Market And Offers 30–60% Lower TCO
In our recent deep-dive, we highlighted that many investors are eager to understand Elastic’s offering in greater detail.
Celestica's Four Strategic Moats and a 99% increase in Revenue: Why Celestica's White Box Switching Is Quietly Powering Gen AI Training at Meta
We know we promised our next piece would cover Elasticsearch—but after a strong wave of inbound questions on Celestica and its role in GenAI infrastructure, we’ve decided to bump it up in the queue.
40% of the Global 2000 Use Snowflake—and Why Snowflake is Getting Back into Popularity?
In our recent client conversations—we're seeing a surge of interest in two platforms in particular: Snowflake and Elastic. Once seen as complementary or niche, both are now being evaluated as foundational layers for AI readiness, cloud spen...
What OpenAI’s $250M NewsCorp Deal Signals & Perplexity–TIME Rough Revenue Uplift Analysis
Between 2022 and 2025, licensing data for AI model training evolved from a niche practice into a standard industry paradigm.
Authors
The writers behind this newsletter.
We are seasoned AI experts from top firms (Goldman Sachs, PwC, Meta,Uber, Scale AI), providing insights on generative AI's impact and trajectory. Expect expert knowledge from the frontline of AI tech without revealing any non-public info.
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