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.
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.
Statistical analysis reveals evolving trends in founder ages across the startup ecosystem, with implications for investment patterns & ecosystem dynamics.
Analysis of internal Asana data reveals a statistically significant 'Agent Inflection Point' on Oct 12, 2025, where daily automated task volume tripled & shifted to higher-value work.
Vercel replaced 9 of 10 inbound SDRs with an AI agent in six weeks, using one part-time GTM engineer. Conversion rates held flat while speed improved. The future sales leaders predicted at dinner has arrived.
AI startups are discovering PE-backed companies as their fastest path to market. With 14,300 portfolio companies seeking margin expansion & faster decision cycles, private equity has become the most efficient go-to-market channel in enterprise software.
OpenAI has committed to over $1.09T in infrastructure spending from 2025-2035 across Broadcom, Oracle, Microsoft, Nvidia, AMD, Amazon AWS & CoreWeave. Year-by-year breakdown & analysis.
How I moved from local DuckDB to cloud with two letters, scaled from 50 to 2,000+ podcasts, & discovered infrastructure that grows without drama.
Between 2021 & 2024, classic software companies lost their product-market fit overnight. In the AI era, PMF is like United Miles—you must continuously re-earn it to maintain status.
Join us for an intimate conversation on building AI-native systems, maintaining velocity at scale, & the future of engineering with Calvin French-Owen, former CTO of Segment & OpenAI Codex leader.
