Analysis of AI business models, pricing strategy, and startup survival.
17 posts
The NYT story about Medvi's two-person, $430M operation looks like AI creating a business from scratch. Dig in, and the real lesson is about funnel compression on borrowed infrastructure.
Four projects shipped in the last two months show what happens when AI agents handle not just coding but earning, orchestrating, and running entire companies.
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.
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.
Meritech Capital's analysis of 100+ public software companies reveals a stark valuation gap between AI-executing and non-AI firms.
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.
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.
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.
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.
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.
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.
Why YC and OpenClaw leaders believe software is being rebuilt for agents - and what it means for developers building products right now.
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.
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.
Menlo Ventures' 2025 enterprise AI report reveals the old SaaS playbook is dead. Here are three market shifts every startup must confront.
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 hired one key researcher from DeepSeek and instantly became a top-tier AI model developer. What this means for the industry's real moat.