Hi everyone – welcome to your 3 Shifts Edition [AI-generated audio version].

First, Mary Meeker is back with another 300+ slide deck, her first Trends report since 2019 – this one focused on AI. We highlight what we consider to be the most interesting themes – and we did it by actually reading the deck and writing the brief (vs. running it through AI).

Next, AI players are racing to ink distribution deals, with social platforms and smartphone makers hoping to play kingmaker. Elon Musk’s xAI will reportedly pay out $300M to Telegram for a Grok integration, while Perplexity is partnering up with Samsung, Motorola, and maybe Apple.

Finally, companies like Morgan Stanley are using AI code assistants to rewrite legacy codebases written in Cobol, Fortran, and Perl. With 800B+ lines of legacy code still out there, this could be key to unlocking modernization – without breaking our financial systems.

Enjoy.

Tam

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