Booking.com 77% of enterprise AI usage are using models that are small models, less than 13b parameters. Databricks, in their annual State of Data + AI report, published this survey which among other interesting findings indicated that large models, those

Booking.com After the election, the public markets have roared, but not equally. The broad software ecosystem has seen a relatively muted change in forward multiples. There’s no statistically significant change in the days after the election compared to the month

Booking.com Over the weekend, I found myself in an hour-long conversation during my drive with an AI. We jumped from discussing Cooper Flagg’s basketball stats at Duke to comparing Carlo Rovelli and Brian Greene’s competing theories of physics to talking

Booking.com The major areas of AI innovation automate white-collar work. Reviewing the BLS’ data on employment for white collar work, I aggregated the data to these categories. It’s striking that most of them already have a significant number of AI

Booking.com “AWS’ AI business is a multibillion-dollar revenue run rate business that continues to grow at a triple-digit year-over-year percentage and is growing more than 3x faster at this stage of its evolution as AWS itself grew, and we felt

Booking.com In yesterday’s post, I calculated the profitability of public software companies. To calculate these figures, I built a little Rube Goldberg machine. I didn’t download the data into Excel. Instead, I complexified things by sending the analysis to 4