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When Services Start Looking Like Software
The market's obsessed with who AI will disrupt, but seems far less interested in who it will elevate — outside the obvious supply chain players. At Energize, we're fortunate to sit in the middle of two of the most dynamic industries right now: energy and tech. On
AI Charts of the Week
A few charts that caught my eye this week in lieu of the usual longer form post. They touch on different corners of the market — enterprise AI adoption, software's share of productivity gains, and vertical software sales performance. 1. The most common AI use cases and barriers to
Applying Cloud Lessons to AI
It’s probably not a surprise that the questions at the top of my mind (at least the investing ones) right now all revolve around AI. What’s the risk of AI disintermediation? How will AI impact the company’s business model? Does this company have a moat around AI?
January Reads
A short, but hopefully valuable, post this week as I look to keep my 10 week writing streak intact. This week was full of travel for work so I didn't have the morning routine that eventually leads to a post. For this week, I'm passing along