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Staying in the AI Flow: Insights from ~400 Public and ~45 Private companies in AI
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On this episode of the WTR Small‑Cap Spotlight, James Kisner, Technology Analyst at Water Tower Research, joins Tim Gerdeman, Vice Chair, Co‑Founder, and Chief Marketing Officer of Water Tower Research, to discuss the latest insights from WTR’s suite of AI research products. Kisner walks through key themes from the newest AI Flow Newsletter, describing what he calls a “whiplash” month — from viral bear‑case essays and a 4,000‑person layoff explicitly citing AI, to OpenAI’s record‑breaking $110B capital raise and the Pentagon’s unprecedented supply‑chain risk designation for…
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