Subject
3 entries
Industry Analysis
Bookmarks
Generative AI's Act Two — Sequoia Capital
Sequoia's 'Generative AI Act Two' argues that one year after the ChatGPT moment, the real work begins: moving from demos and experiments to applications that deliver genuine business value. A VC thesis on where the durable opportunities in the generative AI wave actually lie.
State of AI Report
The State of AI Report is an annual analysis of the most interesting developments in AI across research, industry, politics, and safety. Co-authored by Nathan Benaich and Ian Hogarth, it's one of the most comprehensive yearly summaries of where the field stands.
The AI $100M Revenue Club
Gradient Flow's catalog of AI companies that had reached $100M ARR as of 2022 — a useful snapshot of which AI businesses had achieved meaningful scale before the generative AI wave. The list skews toward computer vision, cybersecurity, and vertical AI applications.