







Every year, I produce a big presentation exploring macro and strategic trends in the tech industry. New in May 2025, ‘AI eats the world’.
The Scaling Era: An Oral History of AI, 2019–2025
An inside view of the AI revolution, from the people and companies making it happen.

Resetting on engineering expectations in the age of AI
I’m accepting new sponsorships for The Modern Leader for 2026. If you’re interested (or you think your company may be interested), you can learn more here.
State of AI 2026 | The Industry-Defining Report
Explore how AI is shaping the digital economy in 2026, with 80+ pages of data on ad spend, app downloads, web behavior, user demographics, and so much more.

The Scaling Era: An Oral History of AI, 2019–2025
An inside view of the AI revolution, from the people an…

The Era of Experience & The Age of Design: Richard S. Sutton, Upper Bound 2025
Inside the AI Index: 12 Takeaways from the 2026 Report | Stanford HAI
The annual report reveals a field hitting breakthrough capabilities while raising urgent questions about environmental costs, transparency, and who benefits from the technology.

AI is Creating Peak Software, Media is the Best Analogy
Let's learn more about the world's most important manufactured product. Meaningful insight, timely analysis, and an occasional investment idea.

70 years of AI hype
Quoting from Olivia Guest et al. (2025) "Against the Uncritical Adoption of AI Technologies in Academia."

March 2026 Global Dialogues Survey | Windfall Trust
Here’s what the world had to say about the AI economy

AI Becomes the UI: When business logic moves to the AI tier, dashboards fade, and agents become the interface
In 2025, the Innovation Office at ServiceNow underwent the first phase of its transformation to study and produce original, future-forward research and thought leadership around AI business transformation, the future of work, quantum, the future of industries, smart spaces, and prototype innovative possibilities never imagined on the ServiceNow platform.

Something Big Is Happening
A personal note for non-tech friends and family on what AI is starting to change.


I don't think AI will make your processes go faster
Explore the delirious rantings of Frederick Vanbrabant. A blog focused on the intersection of Enterprise Architecture, product, and business strategy.

AI Economy Institute - Microsoft Research
The AI Economy Institute (AIEI) is Microsoft’s flagship think tank dedicated to shaping an inclusive, trustworthy AI economy. We building a network of scholars and convening that network with our subject matter experts to explore how artificial intelligence is transforming work, education, and productivity – and making this knowledge base available to policy-makers, educators, and […]

AI Engineer's 2025 | Unsloth Documentation
Slides to our AI Engineer's Worlds Fair 2025 Workshop.

"AI" and Productivity
[I keep bringing these up on Bluesky, so I think it’s time to gather them up and make a post out of them.] This is a collection of articles...