MAY 18, 2026
Observations on Writing with AI
Why AI editorial councils fail & what makes writing authentic in an age of machine-generated prose.
Ai
MAY 15, 2026
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.
MAY 14, 2026
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.
MAY 13, 2026
The 6 Messages That Actually Matter
Email volumes will explode. The inbox will disappear. Email will persist as an API.
MAY 12, 2026
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.
MAY 11, 2026
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.
MAY 7, 2026
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.
MAY 5, 2026
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.
MAY 3, 2026
All the AI You Need for 8 Ads per Day
Ad-supported AI is viable. A 4x B200 cluster breaks even with one search ad every 40 minutes or one content ad every 3 minutes. For heavier workloads, $10/month plus 8 ads per day covers a side project.
APRIL 29, 2026
Darwinian Specialization in AI
The $100B AI inference market is fragmenting into specialized workload types, just as databases evolved from one category into dozens. Here's the map.
