South Korean TV

I spoke to South Korea's Sampro TV recently about AI, particularly Generative AI. Quite a bit of focus on the future of work but other issues were discussed too. They refactored what was a 1:1 interview into something more resembling a chatshow but I think it worked! https://youtube.com/watch?v=k-82AE1WokE&si=HLqwlvm3w1MLt3P0

New Generative AI Software Market Forecast

I've been working on a bottoms-up analysis of the Generative AI software market for the past few months with colleagues and we've now published our report. The headline is that the market is set to exceed $36bn in aggregate revenues by 2028, with a 58% CAGR between 2023 and 2028. The report is based on… Continue reading New Generative AI Software Market Forecast

A new podcast on AI/ML use cases and MLOps

I did another 451 research podcast recently, this time on use cases across the six industries I cover: finance, manufacturing, healthcare/life sciences, energy/oil & gas and telecommunications. We also spend some time talking about MLOps, which is key for enabling AI to scale. Get it on Apple, Spotify or wherever you get your podcasts.   … Continue reading A new podcast on AI/ML use cases and MLOps

New podcast on AI infrastructure

I've done another podcast for 451/S&P Global Market Intelligence - my fifth and the 42nd episode overall - on the AI & machine learning infrastructure transformation of the semiconductor industry, including a focus on AI chips, the explosion in the number of chip startups and the global chip shortages, among other things. It’s here on the S&P Global Market… Continue reading New podcast on AI infrastructure

New podcast on semicondutor market transformation

I recently had a great conversation with John Abbott and Eric Hanselman on the transformation of the semiconductor industry, including a focus on AI chips, the explosion in the number of chip startups and the global chip shortages, among other things. It's here on the S&P Global Market Intelligence site, or wherever you get your podcasts.