MAY 7, 2026
AI at Discount
Anthropic trades at 17x EV/NTM on 165% growth, a 65% discount to Palantir. Capital intensity, profitability uncertainty & growth volatility explain the gap.
Ai
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.
MAY 5, 2026
When Everyone Is a Key Person in Your Company
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.
MAY 3, 2026
All the AI You Need for 8 Ads per Day
Ad-supported AI is viable. A 4x B200 cluster breaks even with one search ad every 40 minutes or one content ad every 3 minutes. For heavier workloads, $10/month plus 8 ads per day covers a side project.
APRIL 29, 2026
Darwinian Specialization in AI
The $100B AI inference market is fragmenting into specialized workload types, just as databases evolved from one category into dozens. Here's the map.
APRIL 28, 2026
The Three Questions in AI Sales
The new sales motion asks three questions : software budget, labor budget, & what ratio you want in three years.
APRIL 27, 2026
GPU Spot Prices Surge 114% in Six Weeks
GPU spot market data from Ornn shows B200 rental prices spiking from $2.31 to $4.95 per hour since early March. The spread over H200 has doubled & the timing aligns with frontier model releases.
APRIL 24, 2026
Competitive Strategy in the Age of AI
Anthropic is executing Google's classic playbook : commoditize the complements to protect the castle. In 2026, that means destroying the revenue potential of SaaS categories to ensure the only line item is inference.
APRIL 23, 2026
Intelligence About Business
Omni raises $90M at $1.5B to power intelligence about the business, not just dashboards.
APRIL 21, 2026
A $10 Billion Call Option
xAI has the compute & the talent, but not the distribution. Cursor has the distribution & a coding model, but not the GPUs. Their partnership is a $10b bet that vertical integration wins in AI's most important market.
