How The AI Bubble Will Burst

It's Finance, Again

Jan 6 • Kenn So

79

20

17

December 2025

AI Trends 2025

AI agents crossed the chasm

Dec 30, 2025 • Kenn So

53

5

10

October 2025

Living & Working with AI

Context for the Economics of AI at SF Tech Week

Oct 1, 2025 • Kenn So

6

1

September 2025

Agents at Work

830 jobs, 19,000 tasks, 1 million conversations, $10 trillion in wages

Sep 29, 2025 • Kenn So

7

3

1

How to Invest in AI

A practical guide for most individuals

Sep 18, 2025 • Kenn So

13

3

July 2025

What Windsurf and Scale AI Quasi-Acquisition teaches us

Top AI talent costs $200M per person

Jul 17, 2025 • Kenn So

8

June 2025

Building AI products with Zep AI

The memory layer for AI agents

Jun 13, 2025 • Kenn So

6

1

May 2025

Building AI products with Kapa.ai

From mountain biking to having OpenAI as a customer

May 21, 2025 • Kenn So

2

1

April 2025

Grain

An AI companion that grows with you

Apr 2, 2025 • Kenn So

8

2

1

February 2025

Memory in AI Agents

The next frontier after reasoning

Feb 21, 2025 • Kenn So

30

4

8

December 2024

AI Trends 2024

Power laws and agents

Dec 13, 2024 • Kenn So

86

3

22

November 2024

A Framework for Agentic Automation

Analysis of ~16,000 tasks across ~800 jobs

Nov 13, 2024 • Kenn So

22

2

2