RESEARCH · FIELD NOTES
Dispatches from the room — conferences, summits, and briefings
On-the-ground analysis from Google Cloud Next, KubeCon, AWS re:Invent, Davos, and analyst summits. What was said, what it means, and what the stage-managed version left out.
13 ENTRIES
47% of Anthropic's 2025 revenue ran through Amazon and Google, its investors, suppliers, and rivals. The confidential IPO prospectus shows who really owns the customer. Read this post to learn more about Anthropic's rented reach and how it affects your AI spend.
Nobody shipped AGI on September 3rd. OpenAI shipped the first frontier model where the gates are the product: a real capability jump behind a classifier that stops tasks, a monitoring bill it has priced only for itself, and an interruption rate it has not posted. The toll is worth knowing. Make them post the rate.
I/O 2026 was the second half of a sentence Google began at Cloud Next — and the real news sat in two quiet decisions: where the agent runs…
Google Cloud Next ’26 and the three-year verdict on the agentic enterprise.
Reflections on Google Cloud Next ’25
Disclaimer: Google Cloud is providing me with a conference pass and support for travel and accommodation, as with the cases with all…
I will be in Davos all of next week around the WEF annual meeting 2025 and will be focusing on/ talking about building responsible GenAI/…
Every year, scores of startups find themselves to be replaced by feature announcements at AWS re:Invent 2024. Not this year — it was less…
Introduction
AWS is innovating across its GenAI stack, but it’s Day 1.
Reflections on Google Cloud Next ’24
Redis/ Redis Labs
--- !(https://cdn-images-1.medium.com/max/800/00F8V60Dn0P7gQngq.jpg) AWS re:Invent(https://reinvent.awsevents.com/) was a well attended one with more than 43K attendees. Here are my observations from the event. Discla