She’s the same analyst who called the internet boom, the rise of online ads, and the mobile shift, well before they went mainstream.
Her latest trends report is on AI and is packed with fabulous insights, but here’s what stands out in this full 340-page document:
|> Interest in AI agents has exploded, up 1,000%+ in just over a year
|> OpenAI is making more money while cutting compute costs
|> AI giants are hitting revenue milestones faster than SaaS ever did
|> Despite lower revenue per user, OpenAI’s valuation remains sky-high
|> DeepSeek shows how quickly China is narrowing the AI gap with the US
|> India tops the charts in AI chatbot usage, but as a consumer, not a builder
She was years away from publishing, but her instinct for spotting the next big wave is still on point.
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