1. What AI enterprise leaders care about Over the past month, I’ve conducted almost a dozen interviews with F500 enterprises on theirr AI deployment. Sharing some early findings here: 1. ROI is still unclear outside 09/17 00:18 ♡
2. The GenAI vs. Internet/Telecom Cycle As a % of world GDP, GenAI capex is already more than 2x the internet/telecom buildout. Both waves started at similar levels, but by Year 3 they had diverged significantly. So why 07/10 03:01 ♡
3. The Growing Cost of Intelligence (Part I) This is Part I of a two-part series on rising AI costs. Part I covers why costs are rising, why they matter, and how enterprises should respond. Part II will explore what this mean 06/05 00:33 ♡
4. From systems of record -> systems of intelligence The average public SaaS company is down ~40% from its highs. Even bellwethers like ServiceNow and Workday are trading near 3-year lows, despite revenues nearly doubling over the sa 03/20 00:56 ♡
5. 2025 AI BACKWARD PASS To download in pdf, click here . Introduction: AI’s progress in 2025 was largely a continuation of trends that were already taking shape in 2024 (download the 2024 Backward P 01/05 22:39 ♡
6. Where to invest in the AI agent ecosystem? With Google’s release of the Agent Payment Protocol (A2P) last month, the agent ecosystem is maturing. But the scaffolding is still incomplete. My view: most of the underlyin 10/03 21:37 ♡
7. Are private AI companies undervalued right now? Here’s a hot contrarian take: AI companies are massively undervalued right now... One way to see this is by comparing today’s top breakout GenAI companies with the brea 08/08 00:22 ♡
8. Translink AI Perspectives This summer, I traveled over 50,000 miles and met with more than 30 companies to discuss our latest views on the AI landscape. Sharing the presentation I used here: https://lnkd.in 07/12 07:28 ♡
9. The "555" AI List See below for a list of “555” AI startups — companies with >$5M in revenue, growing at least 5x y/y, and formed within past 5 years. 📈 The median revenue 05/19 22:36 ♡
10. Recent Reflections in AI It’s been a while since I had a brain dump in AI. So without further ado: Infrastructure: Chip-level bottleneck will give away to system-level bottleneck. Looking ahead, the 05/02 21:47 ♡
