AI

The Beginning of Scarcity in AI

GPU rental prices surged 48% in 60 days. The AI compute shortage will force startups to compete not on speed of iteration, but on access to infrastructure.

The Beginning of Scarcity in AI

Founders, Equip Your Agents

No one enters a sales conversation without first asking an AI. Lena Waters on what this means for your go-to-market.

Founders, Equip Your Agents

Emerging from the Mythos

Anthropic's Mythos found thousands of zero-days in weeks, capabilities that emerged without explicit training. Security analysis was collateral output, a byproduct of optimizing for something else entirely.

Emerging from the Mythos

When Will Anthropic Surpass NVIDIA?

Anthropic added $10b in revenue in the last month, twice Databricks' annual run rate. At current growth rates, how long until Anthropic surpasses NVIDIA to become the world's most valuable company?

When Will Anthropic Surpass NVIDIA?

Tokenmaxxing

I burnt 250M tokens in a day. Tokenmaxxing is the deliberate practice of maximizing AI token consumption through parallelization.

Tokenmaxxing

Marketing in the Agentic Era

On April 9th, Lena Waters kicks off Office Hours with Marketing in the Agentic Era. 15 minutes. One topic. Call-in questions.

Marketing in the Agentic Era

A New Axis of Competition

Intercom & Chroma shipped custom AI models today. Would you choose one software over another because it has a proprietary model with better performance?

A New Axis of Competition