There has been a lot of chatter recently on the "ugly" gross margin profiles of fast-growing early-stage AI companies. Is this a point-in-time feature or a long-term bug?| nextbigteng.substack.com
Three years after the AI Big Bang early galaxies are forming in the Cloud AI universe, with plenty of “dark matter” still swirling.| nextbigteng.substack.com
Defense tech innovators are deploying into a new age of disruption, as major macro and structural shifts pave the way for a generational transformation.| nextbigteng.substack.com
Distinct from prior AI waves where enterprises had front-row access, consumers are at the frontlines playing an outsized role in defining today's AI frontier.| nextbigteng.substack.com
As debates swirl around plateauing LLM performance, "reasoning" paradigms are hailed as the next frontier for technological & commercial growth. How much of this is genuine progress vs excessive hype?| nextbigteng.substack.com
New AI research is being published every day and compounding at an unprecedented pace. How can one filter signal from noise? Are we fast approaching a plateau?| nextbigteng.substack.com
Sentiment is brewing in the public and private markets that it's the end of SaaS. Is a mass extinction event really imminent for the industry?| nextbigteng.substack.com
Are we at the start of the next wave of AI’s productivity promise?| nextbigteng.substack.com
So much has happened in the past 6 months since I first wrote about the open vs closed model race. In this follow-up, I cover how recent developments continue to fan the flames in this heated battle.| nextbigteng.substack.com
Usage-based pricing has grown in popularity across the software stack. Consumption models are poised to capture outsized gains during expansionary periods, but what happens when the tide turns?| nextbigteng.substack.com
In this final post of 2022, I revisit notable events which have defined this tumultuous year for cloud companies and offer some predictions on what the next big thing in SaaS might look like in 2023.| nextbigteng.substack.com
