Frontier labs, model releases, capability trends and the economics of inference.
28 articles
Salesforce’s $8B acquisition of Informatica marks a bold step to own the enterprise data stack in the AI era. By adding best-in-class data integration, governance, and MDM tools, Salesforce fills a critical gap in its platform and strengthens its AI infrastructure. The move positions Salesforce to u
Google is at a strategic crossroads as AI-native tools like ChatGPT and Perplexity begin to erode its long-standing dominance in search. With declining Safari search traffic and a $100B market cap swing, Google next move is uncertain. Christensen’s Innovator’s Dilemma is playing out in real time, fo
Critics argue OpenAI’s $157B valuation is overhyped, citing a lack of technical moat, intense competition from big tech and open-source models, and rapidly declining pricing power. Coupled with leadership turnover and an unsustainable 42x revenue multiple, the bear case sees OpenAI as more MySpace t
OpenAI's $157B valuation may seem extreme, but proponents argue it reflects its first-mover advantage, rapid user growth, and potential to reshape entire industries. With AI seen as a generational shift like the internet or semiconductors, traditional revenue multiples may underestimate its long-ter
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