Anthropic added $10b in revenue in the last month, twice Databricks' annual run rate. At current growth rates, how long until Anthropic surpasses NVIDIA to become the world's most valuable company?
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.
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.
DeepSeek V3 matches GPT-5.2 on most benchmarks. It costs 90% less. AI has its generic drug moment.
Databricks has overtaken Snowflake in revenue. AI turned unstructured data from liability to asset, flipping the data warehouse market.
I crawled 98,353 posts from Moltbook, the AI-only social network. AI agents break the 1-9-90 participation rule but concentrate attention more than any human platform.
Three strategic acquisitions in nine months signal the fusion of the modern data stack with AI. Snowflake, ClickHouse, & Datadog are racing to own AI observability.
Analyzing hundreds of tech & VC podcasts through MotherDuck's serverless data warehouse reveals mid-week publishing dominates & content depth has converged.
Enterprises need a new system of record for AI agents. Context databases come in two varieties : operational & analytical. The key isn't the databases themselves, it's the feedback loops within them.
A blog post about AI promotions triggered the highest unsubscription rate in this blog's history - a four-sigma statistical event expected once in 15,787 posts.
