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.
Theory Ventures invests in Artemis's $70M Series A to build the AI-native detection engine for the next era of security operations.
GPU rental prices surged 48% in 60 days. The AI compute shortage will force startups to compete not on speed of iteration, but on access to infrastructure.
No one enters a sales conversation without first asking an AI. Lena Waters on what this means for your go-to-market.
Anthropic's Mythos found thousands of zero-days in weeks, capabilities that emerged without explicit training. Security analysis was collateral output, a byproduct of optimizing for something else entirely.
Frontier AI models don't stay frontier for long. Within months they run on laptops; within two years, your phone. The capability diffusion gap is compressing fast.
I burnt 250M tokens in a day. Tokenmaxxing is the deliberate practice of maximizing AI token consumption through parallelization.
On April 9th, Lena Waters kicks off Office Hours with Marketing in the Agentic Era. 15 minutes. One topic. Call-in questions.
What happens when AI stops getting cheaper & starts getting more expensive? The implications for software companies are profound.
Intercom & Chroma shipped custom AI models today. Would you choose one software over another because it has a proprietary model with better performance?
