Microsoft, Alphabet, Meta, and Amazon are investing tens of billions in data centers. AI infrastructure is now a key driver ...

Meta’s return on invested capital was 25% in the third quarter, a notable drop from the previous quarter, which set a record ...

With the introduction of OpenAI’s new AI social media app, Sora, the internet is about to be flooded with startling AI-generated videos.

Amazon’s stock is experiencing a remarkable surge, marking its best day since 2022. This upswing is largely attributed to a ...

Rapid Acceleration and Historical Parallels: AI adoption is faster than the internet/mobile eras across metrics (e.g., ChatGPT reached 100M users in ~2 months vs. Instagram’s 2.5 years). Meeker frames ...

AI models are now showing resistance to being turned off, according to a paper published by Palisade Research. “The fact that ...

Great content still wins in AI search, but AI queries are longer and far more complicated, according to Google’s Robby Stein.

For those unaware of Meeker's work, she's a venture capitalist and former Wall Street securities analyst, widely recognized for her ability to spot major industry trends before they become mainstream.

Workplace productivity and educational challenges get the headlines, but it turns out that ChatGPT and its ilk are more ...