JULY 20, 2026
Open Models Tack Toward the Frontier
Open-weight models keep catching closed frontier systems on Chatbot Arena Elo, 2023-2026, but have not materially led.
Startups
JUNE 29, 2026
When AI Costs More Than the Engineer
Anthropic spends 2.3x payroll on compute. Top software firms spend 0.4x. Three scenarios for where the rest of the market lands by 2029.
JUNE 12, 2026
A CEO's Cost of Capital Advantage
Some founders raise $100m on an idea. Others struggle for $2m. The difference is personal cost of capital, & Musk's SpaceX IPO proves its power.
JUNE 7, 2026
The Substitution Wave in AI
Frontier model prices keep rising while open-source crosses the good enough line. Coinbase, Lindy, Harvey & Cursor are substituting — & the savings go straight back into more tokens.
MAY 13, 2026
The 6 Messages That Actually Matter
Email volumes will explode. The inbox will disappear. Email will persist as an API.
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.
APRIL 28, 2026
An Often Forgotten Characteristic About Your Startup's Ideal Customer Profile
Learn why defining your startup's Ideal Customer Profile (ICP) isn't enough - discover 3 critical criteria for creating actionable ICPs that drive qualified B2B sales leads.
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.
