Startups

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 20, 2026

The Pricing Power of Agents

Agent pricing reveals whether you're solving scarcity or creating disruption - and the market rewards these very differently.

MARCH 15, 2026

You Are Responsible for Your Agent

Amazon lost $6.3M in orders from AI coding failures. Utah law eliminates the hallucination defense. Companies bear liability for their agents' mistakes.

MARCH 10, 2026

The Org Chart Math Behind AI-Native Speed

Boris Cherny ships 20-30 PRs per day. A traditional engineer ships 3 per week. The difference isn't talent — it's communication overhead. Here's why AI-enabled startups are pulling ahead.

MARCH 7, 2026

The Sword of Damocles in Software

GitHub Copilot had 20 million users. First to market. Then Claude Code arrived and installs peaked within six months. If the sword can cut the leader, no one is safe.

MARCH 2, 2026

Would You Buy Generic AI?

DeepSeek V3 matches GPT-5.2 on most benchmarks. It costs 90% less. AI has its generic drug moment.

FEBRUARY 27, 2026

The Game on the Field Has Changed

Block cut 40% of its workforce citing AI. The productivity game has changed, and every company needs to respond.

JANUARY 10, 2026

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.