A side-by-side reading of Gartner, IDC, McKinsey, Goldman Sachs, and major cloud earnings to separate durable AI demand from inflated TAM claims.
#generative ai
A market map of generative AI investment themes across semiconductors, cloud, power, data centers, software, security, and industrial applications, with short-term trade themes separated from longer-term demand.
A research report on learning a second language through life context, communicative tasks, noticing, output, feedback, and careful AI support.
Organize tacit knowledge from Polanyi, Wittgenstein, organizational knowledge creation theory, and knowledge management in the era of generative AI.