Trends

Whispers of the Future

Explore how OpenAI's Whisper dictation model transforms productivity, with 3x faster input than typing. Key insights on AI adoption, hardware demands, and SaaS implications.

Signs We've Touched the Bottom

Analyze key cloud & AI trends from Microsoft/Google earnings: 4x Azure OpenAI growth, steady cloud revenue, and shifting enterprise priorities in 2023.

The Fracking of Information

Explore how large language models are revolutionizing data extraction from unstructured documents, and why AI systems need multiple models to deliver value in venture capital.