MARCH 1, 2026
Databricks Overtakes Snowflake
Databricks has overtaken Snowflake in revenue. AI turned unstructured data from liability to asset, flipping the data warehouse market.
Ai
FEBRUARY 26, 2026
Is AI Doing Less & Less?
Analysis of 14 production agent workflows reveals the optimal balance between deterministic code & LLM inference. 65% of nodes run as pure code, saving tokens & improving reliability.
FEBRUARY 24, 2026
AdSense for AI
Theory Ventures leads Koah's $20.5M Series A to build the monetization layer for AI applications. Every interface shift finds its answer in advertising.
FEBRUARY 19, 2026
9 Observations from Building with AI Agents
Practical lessons from a year building AI agent systems : prototype with frontier models, fine-tune for stable tasks, use static typing, & run competing agents as critics.
FEBRUARY 17, 2026
Will I Be Paid in Tokens?
My AI inference costs hit $100k annualized. Then I cut them 88% in a weekend. Technology companies are adding a fourth component to engineering compensation.
FEBRUARY 14, 2026
The AI Acqui-Hire Wave
While billion-dollar AI deals grab headlines, most AI acquisitions are undisclosed talent deals. The real AI talent war is happening quietly, at scale.
FEBRUARY 9, 2026
Can You Fly That Thing?
AI skills are programs written in English that give agents capabilities instantly. Like Trinity downloading a pilot program, skills encode institutional knowledge in executable form.
FEBRUARY 6, 2026
How Markets Price AI Risk
Public SaaS stocks reveal nuanced AI fears - vertical software & workflow companies face the steepest discounts while data & security remain resilient.
FEBRUARY 5, 2026
Google's 52x AI Growth
Google's Gemini processes 10B tokens/minute, up 52x YoY, while cutting serving costs 78%. Cloud revenue hit $17.7B, growing 48%.
FEBRUARY 2, 2026
Dissecting the Internet's Most Novel Creature
I crawled 98,353 posts from Moltbook, the AI-only social network. AI agents break the 1-9-90 participation rule but concentrate attention more than any human platform.
