The AI Sunstone
Kenny FraserThinking and writing about AI and business change.
| Platform |  | Pricing | Only free issues | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 171 | Founded | 7 years ago | Last Issue | 4 days ago |
| Active | |||||
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kennyfraser.substack.comLatest Issues
Anthropic IPO Part three: When the tide goes out
Perfect calm after sunset, Rosemarkie bay…
Anthropic’s IPO filing is much more than just the story of a fast-growing business. Will the bubble burst and if so when? There is no way of knowing - anyone who gives you a prediction is selling...
Anthropic IPO Part two: This time it’s different
Old salmon fishermen’s bothy at Eathie, Black Isel…
Anthropic’s balance sheet, and the notes sitting off it, echo past bubbles. But busts always come as a surprise. They depend on the things that history doesn’t teach us.
So I am more int...
Anthropic IPO Part one: Where to look
Post WW1 prefab, Shore Street, Cromarty …
Anthropic’s IPO filing runs to 289 pages. Almost everyone is arguing about one of them: the P&L. Mostly that means speculating about future revenue, then debting whether AI is a bubble.
History sa...
The weekly download: No 66
Crystal clear view of Arran from Western Gailes last weekend…
thinks the private sector is investing too heavily in AI. In AI and Everything Else, he uses the idea of crowding out to link AI investment to rising bond yields and strained pu...
The weekly download: No 65
Irvine beach this weekend - we don’t get many days this clear in October…
AI may make business change harder not easier. explains why in Winners, Losers and the Politics of AI Deployment. Solving the technical problems gets easier. That l...
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The writers behind this newsletter.
30 years advising technology businesses. Formerly a global leader in PwC Consulting. Writing about AI and what it means for business. Help you make better business decisions when everything is uncertainty.
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