The AI spending curve debate

Notes from a room full of AI leaders who can't agree on where the spending curve goes next. Also: Anthropic nerfed Fable, Altman's ominous IPO message to OpenAI employees, and more.

In addition to my Monday evening of programming with Yahoo, I’m excited to announce that I’ll be participating in a panel titled “Attention, AI and the Future of Marketing” with Joe Marchese of Human Ventures and Bryson Gordon, Microsoft’s CVP of global marketing, at the OpenAP Villa during Cannes Lions. Let me know if you want to attend.