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 Startup & Product Strategy
Analysis of AI business models, pricing strategy, and startup survival.
15 posts
The Token Divide: How AI Pricing Creates New Economic Inequality
Opus 4.6 Fast mode costs $150/output tokens. This isn't just pricing, it's the birth of a new economic divide where token access determines competitive advantage.
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.
OpenAI & Google's 2026 Declaration: The AI Price War Has Begun, and Now Is the Best Time to Jump In
OpenAI and Google are racing to launch affordable AI plans while Chinese competitors shatter price floors. Here's why this moment is your best entry point.
AI Startups Must Re-Find PMF Every 3 Months
Elena Verna of Lovable explains why traditional growth playbooks are dead in AI. Funnel optimization is only 5% of growth - the rest comes from shipping.
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 Code Skills Setup: 1 Person Doing the Work of 30
Six Claude Code skill combinations that let a small team run a full-stack business - from marketing and video to UI design and code quality.
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.
Every App Becomes an API in the Age of Personal Agents
Why YC and OpenClaw leaders believe software is being rebuilt for agents - and what it means for developers building products right now.
Everything Is Becoming a Skill: AI Is Now the One Using Your Service
With AI reading 50% of developer docs and bot traffic outpacing humans 3-to-1, services are racing to package their knowledge as agent skills. Here's what's driving the shift.
What Meta's Manus Acquisition Tells Us - Why Startups Can No Longer Afford to Stay Local
Meta acquired Chinese AI startup Manus for billions. This deal reveals a new reality: going global isn't a growth option - it's a survival strategy for every startup in the AI era.
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.
The Vibe Coding Era: Founders Are Becoming Editors-in-Chief, Not Coders
In 2026, the grammar of startups is changing. The founder's role is shifting from writing code to orchestrating AI - and taste is the new technical depth.
Xiaomi's AI Comeback Reveals a Harsh Truth About the Talent War
Xiaomi hired one key researcher from DeepSeek and instantly became a top-tier AI model developer. What this means for the industry's real moat.