AI

Gross Profit per Token

Meta's $2.5B Manus acquisition reveals a new AI valuation metric. Analysis of 6 companies shows gross profit per token correlates with value, not raw volume.

Gross Profit per Token

Scoring 2025's Predictions

Scoring the 2025 technology & venture capital predictions. A review of the IPO market, Google's AI surge, voice interfaces, VC investment levels, & data infrastructure consolidation.

Scoring 2025's Predictions

12 Predictions for 2026

12 predictions for 2026 : AI agents out-earn people, the web flips to agent-first design, stablecoins hit 30% of global payments, & Cloudflare becomes the gatekeeper for agentic payments.

12 Predictions for 2026

Thursday is Podcast Day

Analyzing hundreds of tech & VC podcasts through MotherDuck's serverless data warehouse reveals mid-week publishing dominates & content depth has converged.

Thursday is Podcast Day

A Flash of Deflation

Gemini 3 Flash underprices state-of-the-art models by 70-79% while delivering similar performance across 20 benchmarks.

A Flash of Deflation

The Bifurcation in the AI Market

OpenRouter data reveals a market splitting in two : enterprises pay for precision in coding workflows while consumers flock to free alternatives for roleplay. Analysis of pricing power, use cases & retention across AI providers.

The Bifurcation in the AI Market

The Two Context Databases Powering Enterprise AI

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.

The Two Context Databases Powering Enterprise AI

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