Browsing: Boom

A look at why Dotcom Bubble comparisons to the AI boom are off, vertical SaaS is up +3% last 12 months vs. horizontal SaaS down 35%, and other reflections on AI (Logan Bartlett/@loganbartlett)

Featured Podcasts Big Technology Podcast: Why OpenAI Killed Sora, Did Apple Just Save Siri?, Meta’s Big Loss The Big Technology…

Last year, China saw a boom in foundation models, the do-everything large language models that underpin the AI revolution. This…

Now, his WeChat feed and industry group chats tell a different story. Traders are more discreet in their dealings, and…