A lot of the current discourse about AI comes from a fatalistic position of total surrender of agency: "tech is moving in this direction and there's nothing anyone can do about it" (suspiciously convenient for those who stand to benefit most) But in a free society, we get to

It's important to note that Anthropic still doesn't have multi-modal capabilities. They are not working towards AGI. Their models don't generate images, audio, or video. They are fighting on different fronts than OpenAI, Google, and xAI. They are eating coding (coders) and

Workday co-founder and returning CEO Aneel Bhusri this evening (earnings call): "You've all heard the narrative out there that HR and ERP will be replaced or relegated to the background by AI. I personally just don't see that happening. Our application domains are really, really

Software engineering changed more in the last 3 months than the preceeding 30 years. Everything about running a software company needs to be rethought from first principles.

🚨 Anthropic just replaced the jobs of your HR team, finance analysts, engineers and designers. Anthropic has launched Cowork, and it replaced your entire enterprise software stack in one update. Here's what's new: Admins can now build private plugin marketplaces and

We spent twenty years optimizing how to write software. The next twenty might be about deciding what software deserves to be written at all. For the last decade, we cared about clean abstractions, reusable components, proper architecture, modularity, maintainability. All of

Seat based pricing now just screams: “automate”

Diffusion LLMs at 5x speed over autoregressive models is a fundamental architecture shift, not an incremental improvement. If this holds at scale, we're looking at a new class of real-time AI applications that were previously too latency-constrained to build.

"The AI is the Computer" is the kind of framing that defines eras. Just like "the network is the computer" shaped cloud computing, this will shape how we think about compute, interfaces, and product design for the next decade.

AI writing better AI algorithms than humans. This is the recursive improvement loop that researchers have been theorizing about for years. AlphaEvolve is exactly the kind of breakthrough that accelerates everything else downstream.

The valuation question is the right one. If AI companies make most jobs redundant, who buys the products these companies sell? The irony of building technology that could shrink your own addressable market is the elephant in every AI boardroom.

45 seconds to fully enrich a list of companies. This is the new standard for sales intelligence. The teams still manually researching prospects in 2026 are leaving money on the table every single day.

This is the new M&A calculus. Stock dips 15% on AI disruption news, jumps 20% on AI integration news. The market is literally telling every CEO: integrate AI or watch your valuation erode.

Small businesses are the biggest untapped market for AI. Not the flashy enterprise deals, but the local service company that can now automate scheduling, invoicing, and customer follow-ups without hiring extra staff. That's where the real GDP impact is.

This is profoundly true and has massive implications for enterprise AI strategy. The early adopters focused on efficiency (doing old things faster). The next wave will be about discovery (doing entirely new things). That's where the competitive moats get built.

Level 5 is where it gets fascinating. Invisible anticipation means the system knows what you need before you do. The trust architecture required for that is the real moat. Stripe is one of the few companies positioned to build it.

The energy question is the real constraint on AI scaling. Florida is actually well positioned here with its solar capacity and growing data center footprint. The states that solve power infrastructure fastest will attract the next wave of AI investment.

The pricing race between AI providers is just getting started. At $1.75 input / $14 output, the economics of agentic workflows become viable for mid-market companies too. This is what democratization of AI actually looks like in practice.