Enterprise AI Trends

Enterprise AI Trends

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OpenAI's Ad Business Is Misunderstood
The market is incorrectly pricing OpenAI's ad business for sentimental reasons
4 hrs ago • John Hwang
The Great Software Repricing: A Framework
A framework for thinking about the SaaS business model transition
Jan 16 • John Hwang
Claude Cowork nukes every startup playbook
Vibe coding allows slow incumbents to compete with startups
Jan 13 • John Hwang
Do software moats still exist? (ft. Claude Code)
Software moats need to evolve in the era of agentic coding
Jan 10 • John Hwang
The Last Mover Advantage in AI
In praise of procrastination (?)
Jan 6 • John Hwang
Claude Code Is MS-DOS. Who Builds Windows?
The right way to think about Claude Code, and what'd the next evolution of Claude Code will look like.
Jan 4 • John Hwang
Meta Buys Manus: Shifting Currents at Meta
What this deal does for Zuck, Wang, and Meta
Dec 30, 2025 • John Hwang
33 predictions for 2026 in AI: consumer, enterprise, AI capex, and more
Thoughts on what's the bankable trends are in AI
Dec 27, 2025 • John Hwang
Enterprise AI Trends
Enterprise AI Trends
"Enterprise AI Trends" is a publication about mainly three topics: 1) enterprise AI product and industry trends, 2) the challenges of AI adoption in enterprises and among consumers, and 3) the lessons learned selling AI in the field.
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