MAY 29, 2026
Skill Distillation
How a personal AI agent built on markdown skills lets a frontier model teach smaller, local models to do real work, without retraining.
Ai
MAY 27, 2026
Software After AI
Software is no longer about UX & data. It is about the harness, the layer that turns an LLM into a reliable agent. Seven components define the new stack.
MAY 26, 2026
Agent Gravity : Who's Running Your Agents
If data gravity defined the last decade, agent gravity will define this one. As AI agents become the primary interface to enterprise data, the platforms that run them will capture an outsized share of value — & they're already locking the doors.
MAY 22, 2026
Plastic User Interfaces
Salesforce and others are going headless. AI is making the user interface plastic — malleable to whatever the user needs, when they need it. The head isn't disappearing, it's becoming formless.
MAY 20, 2026
The Unsustainable Subsidy
Three years of LLM pricing data: flagship prices dropped, then flipped upward, while budget models bounced back. Tokenizer efficiency softened the headline, but real costs are rising.
MAY 18, 2026
Observations on Writing with AI
Why AI editorial councils fail & what makes writing authentic in an age of machine-generated prose.
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.
