July 5 was my last day working at 451 Research & S&P Global Market Intelligence. After more than 20 years at 451 in two spells and 4.5 years after our acquisition by S&P Global, I’ve decided to move on to pastures new. A scrappy startup battling for its place in the analyst world, 451 weathered… Continue reading Moving on from 451 to pastures new
Gen AI keynote at Securities Finance Forum
New Year, new podcast
Starting 2024 as I mean to go on, with another look at the Generative AI market. This podcast is a great example of the breadth of our research into GenerativeAI - it's about the adjacencies to Gen AI too, such as the demand that energy generation required to train large language models can put on… Continue reading New Year, new podcast
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
Generative AI Digest
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
New podcast on scaling AI
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