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.
Ai
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 23, 2026
Cursor, Kimi & the Open Source Imperative
When a $50 billion American company builds its flagship model on Chinese open-source weights, that's a sign of the criticality of open source to innovation.
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 18, 2026
The Robotic Tortoise & the Robotic Hare
Stripe launched Tempo today. I raced Claude against a local model on my laptop - and the simpler model won.
MARCH 17, 2026
The 12x Bet on AI
For every dollar hyperscalers earn from AI today, they're spending twelve dollars to build more capacity. That's the 12x bet embedded in $575 billion of capex this year.
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 13, 2026
Hello, Claude? Are You There?
The AI infrastructure shortage isn't chips anymore — it's power, data centers & memory. What happens when demand exceeds supply through 2028?
MARCH 12, 2026
One Billion Lost Packages
85 million US packages arrived damaged in 2024, a 30% increase. BackOps deploys AI agents that accelerate customer response times by 93% and automatically file 100% of eligible carrier claims.
