Security looks like the third AI market after coding & customer support. Attacks on banks, certificate authorities & open source libraries have never been greater, & every category of security work now carries heavy token consumption. Greg Brockman thinks security spend should vastly outstrip software spend.
Major build-outs run in two phases, per Carlota Perez: the infrastructure, and then the applications that pay for it. The internet took seven years to close the gap, and AI is closing it in about half the time. Whether that is circular depends on how large the circle is.
Granola's VP of Sales on why AI-era teams run smaller & quotas run bigger : eight-figure deals in two weeks, quarterly comp plans, & a sales pod that splits by layer.
Yesterday brought significant data to assess precisely the health of inference business models, & the data suggests they are quite healthy, even before the pricing ladder has room to climb.
Anthropic is the smallest & fastest-growing of the four clouds. At $1.5t to $2t, it would be valued equally to a standalone GCP.
Five frontier models now tie on intelligence within five points while their cost per unit spans 3.8x. Google's own silicon explains the gap, & every other lab is now racing to build the same advantage.
Every year we run an AI survey. Four results surprised us : security became the top pain with the weakest tooling, builders route queries on cost but not on trust, one vendor hosts the sandboxes, & the audit trail moved to agents.
Bardia Shahali, VP of Sales at Granola, on how AI-era sales teams run smaller, ramp faster, and change who you hire and how you compensate reps.
AI models have commoditized as prices fall 41% while tokens surge 50%. The winning strategy is partnering, owning the interface, & harvesting routing data.
Vercel's COO on how the company actually built an inbound sales agent: a 125-line prompt written by the top SDR, six weeks of human QA, & the moment the prompt grew to 1,000 lines & had to be replaced by 14 rules in code.
