Fortt Knox: Innovation Curated

AI's Promise Beyond Doubt: New Building Blocks for Work

Nvidia’s earnings defined the week in financial markets, as investors continue to fret over whether the hundreds of billions of dollars in spending will…

Nov 22 • 

Jon Fortt

2

AI or Bust: Software Founders Pick Investment Over Near-Term Profit

Investors are getting skittish about the bets a few companies are making to own the future of AI.

Nov 14 • 

Jon Fortt

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Will inference change the game in AI apps and infrastructure?

Once AI models are trained on corporate data, they need to get put to work making decisions.

Nov 8 • 

Jon Fortt

4

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Did Big Tech Earnings Refuel the AI Narrative?

Can agentic AI do the work of 1,000 people?

Nov 3 • 

Jon Fortt

2

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October 2025

Will There Be A Shakeout in AI Software?

I’ve got more reflections this week on recent conversations with founders/CEOs in software.

Oct 25 • 

Jon Fortt

1

March 2024

AMD's Lisa Su on 10 Years as CEO, and AI's Integrated Future

Jon Fortt and Lisa Su at AMD's Austin campus on March 11, 2024.

Mar 12, 2024 • 

Jon Fortt

PagerDuty CEO Jennifer Tejada on Boosting Developer Productivity with AI: Time Out

It’s been a challenging stretch for companies whose products are designed to help software developers do their jobs more efficiently.

Mar 10, 2024 • 

Jon Fortt

A Jobs Report and More Data on a Stretched Consumer

Here's a look at what I'll be watching this week in the markets.

Mar 4, 2024 • 

Jon Fortt

February 2024

A Key Inflation Reading Will Gut-Check the Market

After Nvidia's blockbuster earnings report, the next catalyst for stocks might be macro data.

Feb 26, 2024 • 

Jon Fortt

May 2023

Retail Sales Pressure Mounts: Plus, Enterprise AI and Healthtech Innovations

Arvind Krishna of IBM, Jennifer Nuckles of R-Zero, Jack Groetzinger of SeatGeek

May 16, 2023 • 

Jon Fortt

Earnings Delivered Mixed View of Economy; Next Up: AI Battles

Tony Xu of DoorDash, Charles Meyers of Equinix, Tim Chen of NerdWallet

May 8, 2023 • 

Jon Fortt

Bank Aftershocks, Earnings and Jobs: May Begins for Tech

Ali Ghodsi of Databricks, Pat Gelsinger of Intel, Mike Mahoney of Boston Scientific

May 1, 2023 • 

Jon Fortt

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