Startups

Vercel's AI Sales Agent : 10 SDRs Down to 1 in Six Weeks

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.

Vercel's AI Sales Agent : 10 SDRs Down to 1 in Six Weeks

Private Equity : The New Distribution Channel for AI Startups

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.

Private Equity : The New Distribution Channel for AI Startups

OpenAI's $1 Trillion Infrastructure Spend

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.

OpenAI's $1 Trillion Infrastructure Spend

Small Data Becomes Big Data

How I moved from local DuckDB to cloud with two letters, scaled from 50 to 2,000+ podcasts, & discovered infrastructure that grows without drama.

Small Data Becomes Big Data

Product-Market Fit is No Longer Static

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.

Product-Market Fit is No Longer Static

From A to B Without Inventing Letters

John McPhee's four-draft writing method transforms chaotic ideas into compelling narratives. Learn why the best writing happens when you separate creative thinking from critical evaluation.

From A to B Without Inventing Letters

The Math of Hypergrowth: Two Paths to the Same Goal

Analyzing Slack vs Atlassian reveals two paths to $27b valuations: hypergrowth in 7 years or steady compounding over 17 years. Explore how growth rates, time to market, & the CAP theorem of business create value through different strategies.

The Math of Hypergrowth: Two Paths to the Same Goal

Two Data Giants, One Revenue Milestone

Databricks forecast $4B revenue for FY2026 while Snowflake achieves $4.116B LTM. Nearly identical big customer counts (650 vs 654) but divergent growth trajectories & valuations in the AI-driven data platform race.

Two Data Giants, One Revenue Milestone