Daniel Newman

Sam Altman warns of an AI bubble even as OpenAI nears a $500B valuation—signaling short-term froth but long-term infrastructure revolution.

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.

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...

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.

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.

As software gets more commoditized in the AI era, speculation has grown about the future of SaaS and enterprise software.

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?

Analyzing the AI bubble debate: Is massive investment in GPUs and infrastructure justified? Exploring the timeline, adoption, and potential economic impact of AI.

As Sequioa, A16Z, and Goldman Sachs raise questions about the impact that AI is having on business, we look at how AI’s proliferation will happen via 3 network effects.

The shift from traditional search to LLM driven search is here. Google has announced it will sunset infinite scroll. Is Google making way for the next era of serach?

AI has taken over, but perhaps 2024 will be the year that brands figure out how to close the gap in using AI and generative AI to meet increasing consumer demands.

As generative AI becomes more prevalent in our day to day lives, it will also impact our careers and change how companies hire and retain talent.

Following this year’s Davos conference, a recap of Artificial Intelligence trends and 2024 market perspectives from seven global technology industry leaders.

It’s been a big year for AI both societally and commercially. The following is a brief history of the year in generative AI, and what it means for us moving forward.

Meta has made the decision to offer ad-free subscription is to comply with changing European regulations. A look at the new offerings and how they may evolve.

There has been some major news this week in the unified communications (UC) space with Mitel acquiring Unify becoming the world’s second largest UC company.

This year at Oracle CloudWorld, the company advanced its generative AI strategy across its cloud infrastructure, apps, and platforms. Exploring this year’s announcements.

Microsoft made major updates to its AI strategy with announcements around Copilot, Surface, Windows, and more at its New York City event on September 21, 2023.

This year at Salesforce’s annual Dreamforce conference the company showed off its AI strategy including its Copilot, its Einstein 1 platform and more.

Qualcomm recently released a white paper titled, “The Future of AI is Hybrid.” In this piece we explore why role edge has to play with AI and why AI will be Hybrid.