MAY 13, 2026
The 6 Messages That Actually Matter
Email volumes will explode. The inbox will disappear. Email will persist as an API.
Startups
MAY 5, 2026
Optimizing Software Factories
As engineering teams shrink and AI agents multiply, key-person risk becomes existential. The ratio you choose determines your team's shape and its fragility.
MARCH 30, 2026
Veblen & Jevon Walk Into a Data Center
What happens when AI stops getting cheaper & starts getting more expensive? The implications for software companies are profound.
MARCH 26, 2026
A New Axis of Competition
Intercom & Chroma shipped custom AI models today. Would you choose one software over another because it has a proprietary model with better performance?
MARCH 24, 2026
AI's Bundling Moment
The SaaS era rewarded unbundling & specialization. AI companies are rebundling into platforms because rapid model changes create cognitive burden for buyers assembling best-of-breed stacks.
MARCH 20, 2026
The Pricing Power of Agents
Agent pricing reveals whether you're solving scarcity or creating disruption - and the market rewards these very differently.
MARCH 15, 2026
You Are Responsible for Your Agent
Amazon lost $6.3M in orders from AI coding failures. Utah law eliminates the hallucination defense. Companies bear liability for their agents' mistakes.
MARCH 10, 2026
The Org Chart Math Behind AI-Native Speed
Boris Cherny ships 20-30 PRs per day. A traditional engineer ships 3 per week. The difference isn't talent — it's communication overhead. Here's why AI-enabled startups are pulling ahead.
MARCH 7, 2026
The Sword of Damocles in Software
GitHub Copilot had 20 million users. First to market. Then Claude Code arrived and installs peaked within six months. If the sword can cut the leader, no one is safe.
MARCH 2, 2026
Would You Buy Generic AI?
DeepSeek V3 matches GPT-5.2 on most benchmarks. It costs 90% less. AI has its generic drug moment.
