OCTOBER 18, 2026
What if They're All Clouds?
Anthropic is the smallest & fastest-growing of the four clouds. At $1.5t to $2t, it would be valued equally to a standalone GCP.
AI
OCTOBER 13, 2026
Price War in the Chip Aisle
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.
OCTOBER 13, 2026
The Theory 2026 AI Survey Results
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.
OCTOBER 12, 2026
Sales in the Age of AI
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.
OCTOBER 7, 2026
A Change in AI Strategy
AI models have commoditized as prices fall 41% while tokens surge 50%. The winning strategy is partnering, owning the interface, & harvesting routing data.
OCTOBER 6, 2026
How to Automate Inbound
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.
OCTOBER 5, 2026
Inference Is the Most Important Market in Software
AI inference will pass the $161b database market on its way to ~$350b in 2027, mutating every application into an inference reseller & upending classic software unit economics.
OCTOBER 2, 2026
Do We Grow Software or Do We Design It?
Vibe-coding is growing software in parallel petri dishes. State machines and formal verification design it. In this new era, we'll need both.
SEPTEMBER 30, 2026
The Fastest Growing Market in Tech isn't AI
Tokenized real-world assets are compounding at 53% a month, more than twice as fast as Anthropic. Stocks & commodities now trade on blockchains 24/7, powered by Allium, which now runs Bloomberg's RWA terminal dashboard.
SEPTEMBER 29, 2026
Segmentation Drives Market Share Wins in AI
Anthropic & OpenAI both re-rated their run rates in 2026 by segmenting : a mandatory enterprise repricing against an 80% price cut on the cheapest tier.