AI's Business Model: The First hit is Always Free
People don't understand "come on" pricing, market share capture, and models hitting good enough.
SVIC Newsletter
We talk about tech without the hype. Based on the SVIC podcast (https://www.youtube.com/@svicpodcast) hosted by two tech veterans (VP of Eng and M&A Professional).
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Latest posts
ChatGPT at 3: 15 Truths Everyone Still Gets Wrong
Everyone’s arguing about AI’s future, but few grasp how ChatGPT quietly rewired the industry’s economics, timing, and power dynamics. Here’s what the market keeps missing, distilled into 15 quick hits
Oracle’s 400% Debt Balloon: Wall Street’s Biggest Margin Play
Amazing to see Oracle's stock go up 23% over the last few days but that required them to increase their debt by 400%.
The $610M Atlassian–Browser Co. deal: a bet that AI will unify SaaS, not fragment it.
Atlassian is buying The Browser Co. for $610M, betting that the future of SaaS is about AI remixes, not siloed apps.
ChatGPT Inspires Hate, Gemini Inspires Nothing
ChatGPT gets love and hate because it has personality; Gemini gets indifference because it doesn’t. In products, as in love, indifference isn’t safety, it’s death.
Why WindSurf Joined Google & The Valley Doesn't Understand M&A
Google didn’t steal WindSurf, they outmaneuvered everyone. While the internet spread rumors, Google used a license-and-release deal to pay $2.4B, give all employees a payout, and avoid antitrust.
The Great App Remix: How ChatGPT Will Gut the App Economy
The days are numbered for serially using apps. ChatGPT is starting to turn them into background functions no more tapping, switching, or digging. Just say what you want, and ChatGPT does the coordination. The interface is disappearing. This is how we’ll use tech from now on, users will win, many app titans will suffer.
OpenAI Pays $116 Million Per Head, Google I/O 2025: Tokens, Tiers, and Vaporware
Hey Everyone!
Law Professor Thoughts On Google & Facebook's Legal Problems, All-In Podcast's Tariff Insanity
Hey Everyone!
Coreweave: AI Cash Cow or The Next WeWork?
Hey everyone,