WSJ: “The internet transformed how people live and do business, but it took much longer than its enthusiastic early boosters would have predicted in the 1990s. For instance, it took a decade for U.S. home broadband to go from near zero penetration in 2000 to more than 60% of adults’ subscribing to it, according to figures from the Pew Research Center. The AI boom is different in many ways, but it could follow a similar trajectory: a burst of enthusiasm followed by a leveling-off as it bleeds into society and business, with the true scope of the benefits only clear years later.”
Business Standard: “Experts say companies will hire based on three key parameters going forward: tech expertise (knowledge of AI skills), domain expertise (banking, retail, life sciences), and client-specific expertise, which involves understanding the customer better through agentic AI. This approach requires deeper contextual knowledge, or “contextual engineering”, where engineers must understand not just what they are building with, but also what they are building for. The more contextual awareness an engineer or manager has, the better they can monitor code and agents, preventing errors before they occur.“
FT: “How exactly will AI change the nature of browsing? More automation implies less human intervention. Three different models for how this might evolve are starting to emerge. In one, AI embedded into a browser supercharges the user experience by taking over some of the browsing functions. You could, for instance, ask the AI to open multiple web pages to compare airline fares or look at several reviews of a new movie. The browser performs routine work and provides some hand-holding, but a person stays in charge…A second approach also involves AI taking on browsing duties, though it takes place from within an AI app…In the third, AI agents use purpose-built tools to work online, rather than operating through browsers that were designed for humans. They tap into online services or databases through APIs (or programming “hooks”), and they use new web protocols, with names like MCP and A2A, that are designed to facilitate “agentic” action online.”
SaaStr: “The core of Palantir’s valuation premium lies in an unprecedented growth story. As one analyst noted: “The growth is frigging breathtaking, right? It goes from 12% growth at about $2 billion revenue in 2023 to almost 45% growth at $4 billion in ARR.” This level of re-acceleration is rare. According to Rory’s analysis: “I look across 20 years about only one in three companies re-accelerate for one year and about one in nine, one in ten, re-accelerates for two years.” Palantir has now sustained significant re-acceleration for two-plus years at scale. The trajectory: 12% → 23% → 45% growth rates.”
