AI

Would You Listen to AI Generated Podcasts?

Explore how Google's AI transforms blog posts into natural podcast conversations, featuring dynamic host interactions and content analysis. Is AI-audio the future of content?

Would You Listen to AI Generated Podcasts?

Writing Software for Robots

Explore how AI is transforming software development, with 50% of code at major tech companies now AI-written. Key impacts on SaaS tools, documentation & testing.

The Rarity Shibboleth

Explore how AI and LLMs excel at averaging data, but fall short on finding rare insights. Analysis of Microsoft's Azure growth and AI revenue trends reveals key limitations.

Higher Levels of Abstraction

Discover how AI-powered data analysis is transforming VC work: from 40-hour analyses to 90-minute insights. See how programming evolves into prompting for startups.

Higher Levels of Abstraction

What Has Your GPU Done For You Today?

Explore how enterprise AI adoption has shifted from security concerns to ROI focus, with insights on measuring GPU investments and automation gains.

AI Public & Private Premia for AI Companies

AI companies trade at 2x forward multiples of non-AI peers in public markets. GenAI startups raise at 1.5-2x higher valuations than traditional software companies.

AI Public & Private Premia for AI Companies

Snowflake's 4 Areas of Investment in AI

Discover Snowflake's 4-part AI strategy from Head of AI Baris Gultekin: Cortex LLMs, open source initiatives, secure data sharing, and native enterprise apps.