Major build-outs run in two phases, per Carlota Perez: the infrastructure, and then the applications that pay for it. The internet took seven years to close the gap, and AI is closing it in about half the time. Whether that is circular depends on how large the circle is.
Read moreGranola's VP of Sales on why AI-era teams run smaller & quotas run bigger : eight-figure deals in two weeks, quarterly comp plans, & a sales pod that splits by …
Yesterday brought significant data to assess precisely the health of inference business models, & the data suggests they are quite healthy, even before the …
Anthropic is the smallest & fastest-growing of the four clouds. At $1.5t to $2t, it would be valued equally to a standalone GCP.
Five frontier models now tie on intelligence within five points while their cost per unit spans 3.8x. Google's own silicon explains the gap, & every other lab …
Every year we run an AI survey. Four results surprised us : security became the top pain with the weakest tooling, builders route queries on cost but not on …
Bardia Shahali, VP of Sales at Granola, on how AI-era sales teams run smaller, ramp faster, and change who you hire and how you compensate reps.
AI models have commoditized as prices fall 41% while tokens surge 50%. The winning strategy is partnering, owning the interface, & harvesting routing data.
Vercel's COO on how the company actually built an inbound sales agent: a 125-line prompt written by the top SDR, six weeks of human QA, & the moment the prompt …
AI inference will pass the $161b database market on its way to ~$350b in 2027, mutating every application into an inference reseller & upending classic software …
Vibe-coding is growing software in parallel petri dishes. State machines and formal verification design it. In this new era, we'll need both.
Tokenized real-world assets are compounding at 53% a month, more than twice as fast as Anthropic. Stocks & commodities now trade on blockchains 24/7, powered by …
Anthropic & OpenAI both re-rated their run rates in 2026 by segmenting : a mandatory enterprise repricing against an 80% price cut on the cheapest tier.
GPU rental prices doubled in six months while inference prices kept falling. The reconciliation is efficiency : the hinge that turns scarce silicon into cheap …
Software engineering has evolved into systems architecture. 37signals, Artemis & SpaceXAI all report the same shift : agents write the code, engineers design …
The AI market's center of gravity is mid-tier inference, & three forces are driving its prices down : lab rivalry, open weights & fine tuning.
Machine-native models replace human-facing text generation with zero-token typed execution, cutting inference costs by orders of magnitude for basic programming …
New Berkeley data shows the right harness cuts the cost of the same result by 71% with no loss of accuracy. Two startups selling that result at the same price …
Vercel took its inbound SDR team from 10 to 1.25, automated 90% of sales development, & runs the whole thing for single-digit thousands a year. The SDR function …
Dario Amodei asked the industry to pace itself. Five camps answered, each with a price for what a pause would cost & none with a number for how long it should …
OpenAI's data reveals researchers log 3.1 agent-workdays for every 8-hour shift, burning up to $2.5m annually on inference. Software engineering is shedding its …
On February 6, 2026, agents consumed more tokens than humans & never gave the lead back. AI consumption arrives in three waves, each an order of magnitude …
AI data center buildouts will require an estimated $4t in debt financing over the next five years. Here is how that credit demand compares as a percentage of …
Meta's dual-tier AI pricing introduces an explicit barter : a 92% discount on inference in exchange for your data. Applying Michael Mauboussin's insight that …
AI doesn't just save time. It raises the ceiling of what the same effort produces. Will we accept the old baseline or push for the higher bar?