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September 2024

A rare opening against Datadog
Plus: OpenAI's portfolio is getting a little big.
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Matthew Lynley
Meta's Llamas go local
Plus: Notion, one of AI's brightest stars, rolls out a fuller-fledged AI companion, and several additional executives leave OpenAI.
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Matthew Lynley
Putting the brakes on the AI hype
Enterprises are taking a more methodical approach when figuring out how to put AI tools into production—and considering much longer timelines.
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Matthew Lynley
AI in August: RBAC is back, data as a product, and something about a bubble
The data engineers are more important than ever these days.
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Matthew Lynley

August 2024

The point of lightning-fast model inference
We're obsessed with generating thousands of tokens a second for a reason—and it isn't just to wow end users with text showing up on a screen really…
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Matthew Lynley
The free tokens will continue until business improves
The SaaS-ification of AI continues, with OpenAI and Google ready to go full 2010s to get people on board. Plus, durable execution returns as a topic du…
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Matthew Lynley
About that AI bubble
AI can be far from achieving its potential, but it can also be really useful right now.
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Matthew Lynley
Revisiting that old Google AI memo
A few things have changed since a Google researcher sounded the alarm on Google's risk to open source AI in a leaked memo last year.
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Matthew Lynley

June 2024

The search for the next class of AI founders
Venture firms are trying to get creative to get in front of the next hottest AI startups. But they have to look in new areas to find them.
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Matthew Lynley
For Apple, it's RPA all the way down
Plus: the future of an AI data marketplace continues to potentially lie within Snowflake and Databricks—if they can convince customers of the value.
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Matthew Lynley
Lakes, catalogs, and Snowflake's full court press on AI
Snowflake is converging with its rival, Databricks, faster than ever before. And its new CEO is gearing up for a partial "pivot" into AI.
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Matthew Lynley
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