APRIL 10, 2026
Founders, Equip Your Agents
No one enters a sales conversation without first asking an AI. Lena Waters on what this means for your go-to-market.
Ai
APRIL 8, 2026
Emerging from the Mythos
Anthropic's Mythos found thousands of zero-days in weeks, capabilities that emerged without explicit training. Security analysis was collateral output, a byproduct of optimizing for something else entirely.
APRIL 7, 2026
When Will Anthropic Surpass NVIDIA?
Anthropic added $10b in revenue in the last month, twice Databricks' annual run rate. At current growth rates, how long until Anthropic surpasses NVIDIA to become the world's most valuable company?
APRIL 5, 2026
Pocket Power : From State of the Art to Your Phone in 23 Months
Frontier AI models don't stay frontier for long. Within months they run on laptops; within two years, your phone. The capability diffusion gap is compressing fast.
APRIL 1, 2026
Tokenmaxxing
I burnt 250M tokens in a day. Tokenmaxxing is the deliberate practice of maximizing AI token consumption through parallelization.
MARCH 31, 2026
Marketing in the Agentic Era
On April 9th, Lena Waters kicks off Office Hours with Marketing in the Agentic Era. 15 minutes. One topic. Call-in questions.
MARCH 30, 2026
Veblen & Jevon Walk Into a Data Center
What happens when AI stops getting cheaper & starts getting more expensive? The implications for software companies are profound.
MARCH 26, 2026
A New Axis of Competition
Intercom & Chroma shipped custom AI models today. Would you choose one software over another because it has a proprietary model with better performance?
MARCH 24, 2026
AI's Bundling Moment
The SaaS era rewarded unbundling & specialization. AI companies are rebundling into platforms because rapid model changes create cognitive burden for buyers assembling best-of-breed stacks.
MARCH 23, 2026
Cursor, Kimi & the Open Source Imperative
When a $50 billion American company builds its flagship model on Chinese open-source weights, that's a sign of the criticality of open source to innovation.
