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The AI bubble is reaching a tipping point. Navigating what comes next will be essential. In September 2023, I published AI’s $200B Question. The goal of the piece was to ask the question: “Where is all the revenue?” At that time, I noticed a big gap between the revenue expectations implied by the AI infrastructure build-out, and actual revenue growth in the AI ecosystem, which is also a proxy for
ChatGPT unleashed a tidal wave of innovation with large language models (LLMs). More companies than ever before are bringing the power of natural language interaction to their products. The adoption of language model APIs is creating a new stack in its wake. To better understand the applications people are building and the stacks they are using to do so, we spoke with 33 companies across the Sequo
Illustration: Tyler Comrie Published March 22, 2023 Generative AI stands to change how work happens in one industry after another. But software engineering’s transformation isn’t done yet. Copilot has caught lightning in a bottle. GitHub’s AI-powered companion for developers, suggesting the code you might want to write next, is a hit in more ways than one. It’s beloved by engineers, attracting mor
Photography: BRYAN DERBALLA Published February 9, 2023 In June 2018, Ryan Dahl took the stage at JSConf EU in Berlin, the largest nonprofit JavaScript conference in the world. Despite it being a high-profile event (and the fact that the majority of the 1,500 conference attendees had filed into this particular warehouse just to see him), Dahl wore a loose-fitting black T-shirt and jeans and kept th
A powerful new class of large language models is making it possible for machines to write, code, draw and create with credible and sometimes superhuman results. Humans are good at analyzing things. Machines are even better. Machines can analyze a set of data and find patterns in it for a multitude of use cases, whether it’s fraud or spam detection, forecasting the ETA of your delivery or predictin
This was a presentation to our founders on May 16, 2022 to help them navigate current market conditions. We believe the current market environment is a Crucible Moment that will provide challenges but also opportunities for all of you. Many legendary companies are forged during challenging environments as competition thins, real businesses get built and the opportunity for innovation is seized by
Notion is growing an enduring business by nurturing the creative community.
Partnering with XBOW: The Gold Standard in Offensive Security
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