Blog
The AI Supercycle: Why The GPU Vs. XPU Debate Misses The Forest For The Trees
Recent hysteria of Google TPU leading to the demise of NVIDIA is as silly as the headlines that AI is a bubble soon to collapse. In reality, it is very early for AI. View original article
Read MoreGoogle’s Quiet Victory: Why The AI Browser Wars Were Over Before They Began
OpenAI’s Atlas browser aims to merge ChatGPT with web navigation, challenging Google’s AI dominance. But with Chrome’s market lead, OpenAI faces steep odds. View original article
Read MoreThe AI Bubble Paradox: Why OpenAI’s $500 Billion Valuation Proves The Opposite
Sam Altman warns of an AI bubble even as OpenAI nears a $500B valuation—signaling short-term froth but long-term infrastructure revolution. View original article
Read MoreBye SaaS—We Have Entered The Agentic Platform Companies Era
SaaS is on the way out and Agentic Platform Companies will rise to fill a gap and fix the holes that have been left by difficult to use enterprise software and SaaS. View original article
Read MoreAre LLMs At Risk Of Going The Way Of Search? Expect A Duopoly.
While I was excited about the prospects of a new industry with lots of competition, it increasingly is shaping up as a battle of multi-trillion-dollar market cap compa… View original article
Read MoreSmall Language Models – More Effective And Efficient For Enterprise AI
LLMs are the talk of the town, but businesses will find that small models enable AI adoption for business use cases at a lower cost while consuming less power. View original article
Read MoreDoes The Rise Of AI Agents Signal The End Of The App Economy?
The app economy is quickly coming to an end as AI powered agents take over the app experience and remove the need for so many apps focusing more on simplicity. View original article
Read MoreAs AI Growth Explodes—Will SaaS Come Crashing Down?
As software gets more commoditized in the AI era, speculation has grown about the future of SaaS and enterprise software. View original article
Read MoreThe State Of The AI Super Cycle – NVIDIA, Apple, And The Overall Demand For AI
We keep hearing about an AI super cycle, but skeptics keep saying its overdone. So, which is it? Is it the beginning, middle or end and which companies are participating? View original article
Read MoreGo Small To Go Big: Small Wins Prove AI Isn’t A Bubble
Analyzing the AI bubble debate: Is massive investment in GPUs and infrastructure justified? Exploring the timeline, adoption, and potential economic impact of AI. View original article
Read MoreLet's keep in touch...
Click below to join our list.
