Execution Is The Moat
The largest revenue pools in AI today were all dismissed as moatless commodities
Aspiring for Intelligence
The latest themes, trends, and news in the world of intelligent applications
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Every Sector Will Have a ‘Claude Code Moment'
How the Browser Becomes an Agent and Why We Invested in Polar Browser
Open Weights, Many Winners
AI is moving from a duopoly to a multipolar world of many winners
Own the Data Loop
The real AI moat isn't the model or the harness, but the data flywheel you build on both
Frontier No More?
Five compounding forces are challenging the centrality of frontier models. Are we at the end of the "model dominance" era?
Your Vendor Is Your Competitor
Why the frontier labs are aggressively adding services arms and what that means
Remembering S. "Soma" Somasegar
1966 – 2026. A tech titan, a wise mentor, a partner, and our friend.
The Vibe Coding Hangover
In a world where anyone can ship anything, product taste and design craft becomes the moat that matter
From Scarcity To Abundance
What does the world look like when we are no longer compute constrained?
The Price of Tokenmaxxing
Claude’s explosive growth and the real cost of intelligence
When AI Goes On The Offense
AI red teaming and offensive security is having its moment, and just getting started
AI Won’t Replace Innovation
Why frontier models will expand opportunity and where and how startups will win
Betty Crocker, AI, and Doing The Work
What a cake mix from the 1950s can tell us about AI adoption
The Price Is Wrong
What the great divergence in public SaaS and private AI tells us about what's happening in the markets
Traditional AdTech is Dead. Long Live AdTech For AI 📣
The rebirth of advertisements and AdTech in the age of AI
AI and the Front Door to Healthcare 🏥
From consumer entry points to provider platforms, how AI is reshaping care in 2026
10 Predictions for 2026 🥳
The Year of AI Liquidity?
Grading Our 2025 Predictions
Holding ourselves accountable before the holidays
What's Happening in the Private AI Tech Markets?
Are we in an AI bubble? Are we at the peak of the hype cycle?
The Great AI Premium
What does being tagged as an "AI company" get you in the public markets?
The Browser Becomes an Agent
OpenAI Atlas, Copilot Mode, Claude for Chrome, Perplexity Comet: The race to reinvent how we use the browser