I spoke at a couple of S&P Global customer events recently, including the Securities Finance Forum in London. One of the attendees wrote a review of the event and said I "gave a really interesting and eye-opening keynote speech on the new realities of Generative AI," which was nice of them!

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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 →

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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

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I have been producing monthly updates on generative AI, covering product releases, funding/M&A and regulatory and political updates. The fourth one has been put outside the S&P paywall here.

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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 →

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