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Veiled in morning mist
Some point in time observations about GenAI. What is it, how much is being invested, where is the value now and which industries face disruption?
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Kenny Fraser
Reading "AI Eats the World"
Thoughts and some great questions from Benedict Evans 2025 annual presentation. Everyone in tech should read this.
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Kenny Fraser
The AI slowdown is irrelevant
The pace of AI change is not unprecedented. Real change will be slower than people think for well understood reasons. Learn from past experience and…
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Kenny Fraser

November 2024

October 2024

The life sciences delusion
More investment in life sciences is tackling the wrong problem. Fixing healthcare means fixing the delivery mechanisms. That is where we need innovation…
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Kenny Fraser
AI reading and links from October
Things that made me think - the Palantir business model, why hard things take time and the life sciences delusion
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Kenny Fraser
2
Will AI kill SaaS?
Cost pressures are temporary. SaaS will face disruption driven by changing market needs. Focus on your customers to develop your strategy.
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Kenny Fraser

September 2024

Founder mode: Listen and change
Paul Graham's post has an important message. In Europe, we have the reverse problem too much manager mode too soon. We need to clean this stuff out…
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Kenny Fraser
2
Change is inevitable - Growth is optional.
Making AI work means change. Context, culture and legacy will make that hard and painful. You may as well unleash your curiosity and have fun along the…
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Kenny Fraser
ROI is the wrong way to think about AI
ROI is based on assumptions and metrics to drive control and accountability. You need to see the big picture. Follow your curiosity not the numbers
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Kenny Fraser
2
AI startups: Signals of change
Big tech dominance of the AI narrative is coming to an end. A collection of signals that a new wave of AI startups is building.
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Kenny Fraser

August 2024

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