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Desktop, Touch, Browser, Now AI? The Next OS in Computing
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December 16
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The Intelligence Imperative: How AI Went From Feature to Foundation
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December 13
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I Talk to Robots While Driving
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November 8
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The White Collar Revolution
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November 6
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AI Prompts as PRDs : Why Prompts Will Become Important IP Assets
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October 21
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The Premise of a New S-Curve in AI
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October 16
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A Challenge to SaaS Orthodoxy
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October 10
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Where is the Budget for AI Coming From?
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October 1
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Would You Listen to AI Generated Podcasts?
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September 30
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AI Advantage for Startups : Changing the Workflow through Services
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September 23
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Writing Software for Robots
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September 19
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The Rarity Shibboleth
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September 9
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Higher Levels of Abstraction
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August 26
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What Has Your GPU Done For You Today?
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August 23
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AI Public & Private Premia for AI Companies
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August 16
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Things that Used to be Impossible, but are Now Really Hard
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August 15
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Snowflake's 4 Areas of Investment in AI
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August 9
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The Ghost in the Machine : Invisible Ads in Generative Search
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August 6
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The 3 Attributes of an Attractive Market for AI
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August 5
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The Battle for AI Gravity
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July 25
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Agentic Systems' Sales Cycles
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July 22
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Punctuated Equilibrium in AI : Is it Better to Be A First Mover or A Last Mover?
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July 15
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The First of Your Newsletters
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July 1
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The Four Barriers to AI Adoption
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June 28
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What about Human Training?
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June 17
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AI Spending Patterns : It's Not What You Think
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May 17
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Are AI Companies Valued Differently Than Non-AI Companies?
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May 13
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A Series of Unfortunate Decisions
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May 9
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The Capex Conquest in the Cloud
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May 1
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Partnering with Dropzone: Automating Security Operations with AI
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April 25
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A Shift in LLM Marketing : The Rise of the B2B Model
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April 24
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My Favorite Uses of AI
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April 14
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Micromanaging AI
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April 5
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AI in the Hands of Software Buyers
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March 29
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AI SaaS Companies Will Be More Profitable
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March 21
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AI Design Patterns
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February 5
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Standard Issue AI
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February 2
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AI Drove the Largest New Bookings of Any New Product
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January 26
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5th Grade Outlining in Mrs. L's Class : Metawriting before the Age of AI
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January 21
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Open Source Models : What Can We Determine from Download Patterns?
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January 15
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