MAY 13, 2026
The 6 Messages That Actually Matter
Email volumes will explode. The inbox will disappear. Email will persist as an API.
Ai
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.
APRIL 28, 2026
The Three Questions in AI Sales
The new sales motion asks three questions : software budget, labor budget, & what ratio you want in three years.
APRIL 27, 2026
GPU Spot Prices Surge 114% in Six Weeks
GPU spot market data from Ornn shows B200 rental prices spiking from $2.31 to $4.95 per hour since early March. The spread over H200 has doubled & the timing aligns with frontier model releases.
APRIL 27, 2026
Technical Schematics: AI Tool Evolution
Technical schematics comparing fragmented human-centric tools with unified AI-centric tools, including token usage, tool calls, and workflow efficiency.