AI

The Mirage in the Software Clouds

Explore why public SaaS growth rates have plunged from 36% to 17% since 2023, and what this reveals about the changing dynamics of software markets.

The Mirage in the Software Clouds

This Analysis Cost 27 Cents

Discover how AI tools like Claude Code enable powerful data analysis and custom app development for just cents, transforming startup productivity and software creation.

This Analysis Cost 27 Cents

Lopsided AI Revenues

Discover which AI business segment dominates revenue: NVIDIA's $31B data center vs software & consulting firms. Key Q4 insights for founders & investors.

Lopsided AI Revenues

AI Impact Curves

Explore how AI impacts productivity across seniority levels, from junior to senior roles. Key insights on automation effects & business value in tech organizations.

AI Impact Curves

Google's Future in Search & AI

Explore Google's AI evolution: 1000x inference cost reduction, 4x compute efficiency gains, and 4.4M developers now using Gemini. Key insights for tech leaders.

Google's Future in Search & AI

It Pays to be an AI Company

Discover why AI startups command 40% higher Series A valuations and 2x public market multiples vs traditional SaaS. Key data on B2B tech valuations and growth trends.

It Pays to be an AI Company

Darwin's Finches in AI

Explore how AI evolution mirrors Darwin's finches - from massive models to specialized architectures. Key insights on accelerating innovation in AI development.

Darwin's Finches in AI

The AI Cost Curve Just Collapsed Again

DeepSeek's AI breakthroughs slash training costs by 90% and boost performance at 1/40th the cost. See what this means for startup economics in 2025.

The AI Cost Curve Just Collapsed Again

Top Themes in Data in 2025

Explore the dual forces shaping data in 2025: platform consolidation vs AI expansion. Key insights on cloud infrastructure, ROI trends & emerging tech stack strategies.