Startups

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.

The Pricing Power of Agents
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.

One Billion Lost Packages
MARCH 10, 2026

The Org Chart Math Behind AI-Native Speed

Boris Cherny ships 20-30 PRs per day. A traditional engineer ships 3 per week. The difference isn't talent — it's communication overhead. Here's why AI-enabled startups are pulling ahead.

The Org Chart Math Behind AI-Native Speed
MARCH 7, 2026

The Sword of Damocles in Software

GitHub Copilot had 20 million users. First to market. Then Claude Code arrived and installs peaked within six months. If the sword can cut the leader, no one is safe.

The Sword of Damocles in Software
MARCH 2, 2026

Would You Buy Generic AI?

DeepSeek V3 matches GPT-5.2 on most benchmarks. It costs 90% less. AI has its generic drug moment.

Would You Buy Generic AI?
JANUARY 26, 2026

The Model T Comes to Silicon Valley

Ford's assembly line consolidated power : 253 automakers became 44. AI does the opposite, enabling millions of developers to build like behemoths. Expect thousands of new businesses & an explosion in second-order jobs.

The Model T Comes to Silicon Valley
JANUARY 10, 2026

Open APIs Are Over

Salesforce, Datadog & Epic are locking down APIs. AI accelerates development, enabling incumbents to compete with partners. Platform businesses minted billions, but that ground is shifting. Here's the offensive response.

Open APIs Are Over