5 AI Predictions for 2026: Agents, Chips, and Historic Exits
From the SaaSpocalypse to model-specific silicon, five bold predictions for where AI is heading in 2026, with roughly 50% confidence of getting them right.
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AI Adoption Now Divides Enterprise Value by 4x - The Data Is In
Meritech Capital's analysis of 100+ public software companies reveals a stark valuation gap between AI-executing and non-AI firms.
In the AI Era, Defending Revenue Behind Expensive Subscriptions Is a Dead Strategy
a16z's Glass Slipper Effect and Bessemer's AI Supernova report reveal why AI startups are burning GPU costs as marketing - and why pricing walls will kill you faster than losses.
ChatGPT Is Android, Claude Is iOS
Why $300B evaporated from SaaS stocks as ChatGPT and Claude race to become the AI app store - and what the 2008 mobile wars tell us about what comes next.
Claude in Excel Is a Declaration of War on AI+X Startups
Anthropic's Claude in Excel reveals the gap between AI-augmented and AI-native - and why most startups building 'AI + X' products won't survive 2026.
The Vertical AI Illusion - What It Actually Takes for Startups to Survive in 2025
Menlo Ventures' 2025 enterprise AI report reveals the old SaaS playbook is dead. Here are three market shifts every startup must confront.