Ai

Plastic User Interfaces

Salesforce and others are going headless. AI is making the user interface plastic — malleable to whatever the user needs, when they need it. The head isn't disappearing, it's becoming formless.

Plastic User Interfaces

The Unsustainable Subsidy

Three years of LLM pricing data: flagship prices dropped, then flipped upward, while budget models bounced back. Tokenizer efficiency softened the headline, but real costs are rising.

The Unsustainable Subsidy

The First Derivative of Inference

The fastest growing companies in AI & software all share one property. They are either selling AI directly, or they are reselling inference. At worst, the first derivative of inference.

What Would AI Email Cost?

State-of-the-art AI email costs $22-130/month, but smaller models & local inference can cut costs by 100x. The next 12-24 months will be defined by matching models to workloads.

What Would AI Email Cost?

2026 Theory GTM Survey

Join our 2026 GTM survey analyzing how startups adapt sales, marketing & AI. Get exclusive data on efficiency trends, AI deployment models, and the emerging impact of AI buyers.

2026 Theory GTM Survey

Localmaxxing

About half of agent tasks can run on a local 35B model. The real advantage isn't cost or privacy — it's latency. 2.1x faster means more iteration cycles per session.

Localmaxxing

AI at Discount

Anthropic trades at 17x EV/NTM on 165% growth, a 65% discount to Palantir. Capital intensity, profitability uncertainty & growth volatility explain the gap.

AI at Discount

Optimizing Software Factories

As engineering teams shrink and AI agents multiply, key-person risk becomes existential. The ratio you choose determines your team's shape and its fragility.

Optimizing Software Factories