Startups

Open APIs Are Over

Salesforce, Datadog & Epic are locking down APIs. AI accelerates development, enabling incumbents to compete with partners. Platform businesses minted billions, but that ground is shifting. Here's the offensive response.

Open APIs Are Over

Vercel's AI Sales Agent : 10 SDRs Down to 1 in Six Weeks

Vercel replaced 9 of 10 inbound SDRs with an AI agent in six weeks, using one part-time GTM engineer. Conversion rates held flat while speed improved. The future sales leaders predicted at dinner has arrived.

Vercel's AI Sales Agent : 10 SDRs Down to 1 in Six Weeks

Private Equity : The New Distribution Channel for AI Startups

AI startups are discovering PE-backed companies as their fastest path to market. With 14,300 portfolio companies seeking margin expansion & faster decision cycles, private equity has become the most efficient go-to-market channel in enterprise software.

Private Equity : The New Distribution Channel for AI Startups

The Math of Hypergrowth: Two Paths to the Same Goal

Analyzing Slack vs Atlassian reveals two paths to $27b valuations: hypergrowth in 7 years or steady compounding over 17 years. Explore how growth rates, time to market, & the CAP theorem of business create value through different strategies.

The Math of Hypergrowth: Two Paths to the Same Goal

Two Data Giants, One Revenue Milestone

Databricks forecast $4B revenue for FY2026 while Snowflake achieves $4.116B LTM. Nearly identical big customer counts (650 vs 654) but divergent growth trajectories & valuations in the AI-driven data platform race.

Two Data Giants, One Revenue Milestone