Venture

$13b Run Rate & Doubling

Booking.com Microsoft announced earnings yesterday & the data painted a brilliant picture for the future of AI. Greater than 30% annual growth in back-to-back quarters is sensational for a $100b run rate business. Microsoft is projecting similar for next quarter.

Venture

Darwin’s Finches in AI

Booking.com Darwin’s finches sprinted to evolve when food sources changed. For decades, nothing—then sudden transformation. AI follows the same pattern & it’s accelerating. Every morning, I wake up wondering what breakthrough will propel the ecosystem forward. Last week, it was

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