Startups

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.

The Org Chart Math Behind AI-Native Speed

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.

The Sword of Damocles in Software

Would You Buy Generic AI?

DeepSeek V3 matches GPT-5.2 on most benchmarks. It costs 90% less. AI has its generic drug moment.

Would You Buy Generic AI?

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