In July of 2025, 700M users were sending 18 billion messages each week. The speed of adoption is unprecedented. About 10% of our global...

Google gave us an update of Gemini - their "universal AI assistant" during the Pixel 10 smartphone rollout on August 20, 2025 at a live...

In late August, Taco Bell recently announced that their rollout of AI voice assistants to take drive-thru orders had mixed results. It...

The AWS Summit in NYC balanced product announcements with customer stories and demos, showing both AI's potential and its current...

More articles this past week with headlines around CEOs talking about how AI will eliminate jobs. Latest article in the WSJ on July 3rd...

In the absence of knowledge or insights based on high quality data, humans may not make the best decisions. I say "may" because they are...

I had the opportunity to listen to John Lewenstein of Anthropic give a talk at Figma’s Config event in early May 2025 in San Francisco....

Augie Thumm took over his father’s bike shop (Thumm’s) in my home town of Warren, Ohio when I was just out of college. My parents bought...

There has been a lot of buzz this year surrounding AI Agents - how they code, will replace humans, how humans will manage teams of AI...

I recently reviewed two pieces of academic research on the impact of use of GenAI tools on a human's critical thinking abilities. The...

Amazon (including AWS) is investing heavily (billions - hundreds) in generative AI. This is no secret given its public plans for chips,...

The San Francisco Examiner published a summary of Pitchbook’s Q1 2025 Global VC First Look . A few key take away’s: 1) VC fundraising is...

Whisk is a "new experimental tool that lets you use images as prompts to visualize your ideas and tell your story." Everyone knows the...

Technologists leave consumers out of the agentic AI conversations - still.

Background: I had the privilege to host a panel of female executives in sports management for a panel discussion at Oakland Roots and...

Apple launched its smartphone portfolio's latest device (16E) on February 19, 2025. As an analyst, I’ve covered Apple for nearly 20...

To be clear, the technology is impressive - its aspirations, capabilities, and more. Using it involves too much friction today for most...

Too many genAI stories lack a human component. It feels a bit like Kevin Costner’s 1995 movie Field of Dreams. “Build it, and they will...

Search is a big business. Google has grown its revenue from search ad revenue from $45B in 2014 to $175B in 2023. During the same time...

Physical Intelligence raised $400M in “early stage funding” in November 2024. In doing so, they pulled the spotlight back towards...