AI

2025

• Voice, Context & Control: The Three Pillars of Useful AI Email Jun 27
• Why Data is More Valuable than Code Jun 25
• The Multimodal Lake House : Partnering with Lance Jun 24
• Fighting for Context Jun 20
• The Data Decacorn Derby Jun 16
• The IPO Door is Swinging Open Jun 06
• Stuck in the Middle of AI Workflows Jun 05
• How Monte Carlo's Daily Revenue Model Rewrote Their Strategy May 30
• 1000x Increase in AI Demand May 29
• My Prompt, My Reality May 21
• When Will We Pay a Premium for AI Labor? May 16
• The Impact of AI on Education & What It Means for Work May 10
• A CEO of AI Applications Marks a New Era of AI Competition May 08
• 100 Trillion Tokens May 01
• When Every Employee Becomes an Agent Boss Apr 28
• Integrations as Competitive Advantage Apr 18
• My Bottleneck with AI Apr 14
• A Founder's Guide: Essential AI Implementation Advice for Startups Mar 28
• Halving R&D with AI & the Impact to Valuation Mar 17
• The Mirage in the Software Clouds Mar 14
• This Analysis Cost 27 Cents Mar 12
• Lopsided AI Revenues Mar 02
• What Happened to My Traffic? Feb 25
• The AI Elbow's Impact : What Reasoning Means for Business Feb 19
• AI Impact Curves Feb 09
• Google's Future in Search & AI Feb 07
• It Pays to be an AI Company Feb 03
• Darwin's Finches in AI Jan 29
• The AI Cost Curve Just Collapsed Again Jan 26
• Top Themes in Data in 2025 Jan 23
• What DeepSeek's Newest Model Means for AI Jan 21

2024

• Desktop, Touch, Browser, Now AI? The Next OS in Computing Dec 16
• The Intelligence Imperative: How AI Went From Feature to Foundation Dec 13
• I Talk to Robots While Driving Nov 08
• The White Collar Revolution Nov 06
• AI Prompts as PRDs : Why Prompts Will Become Important IP Assets Oct 21
• The Premise of a New S-Curve in AI Oct 16
• A Challenge to SaaS Orthodoxy Oct 10
• Where is the Budget for AI Coming From? Oct 01
• Would You Listen to AI Generated Podcasts? Sep 30
• AI Advantage for Startups : Changing the Workflow through Services Sep 23
• Writing Software for Robots Sep 19
• The Rarity Shibboleth Sep 09
• Higher Levels of Abstraction Aug 26
• What Has Your GPU Done For You Today? Aug 23
• AI Public & Private Premia for AI Companies Aug 16
• Things that Used to be Impossible, but are Now Really Hard Aug 15
• Snowflake's 4 Areas of Investment in AI Aug 09
• The Ghost in the Machine : Invisible Ads in Generative Search Aug 06
• The 3 Attributes of an Attractive Market for AI Aug 05
• The Battle for AI Gravity Jul 25
• Agentic Systems' Sales Cycles Jul 22
• Punctuated Equilibrium in AI : Is it Better to Be A First Mover or A Last Mover? Jul 15
• The First of Your Newsletters Jul 01
• The Four Barriers to AI Adoption Jun 28
• What about Human Training? Jun 17
• AI Spending Patterns : It's Not What You Think May 17
• Are AI Companies Valued Differently Than Non-AI Companies? May 13
• A Series of Unfortunate Decisions May 09
• The Capex Conquest in the Cloud May 01
• Partnering with Dropzone: Automating Security Operations with AI Apr 25
• A Shift in LLM Marketing : The Rise of the B2B Model Apr 24
• My Favorite Uses of AI Apr 14
• Micromanaging AI Apr 05
• AI in the Hands of Software Buyers Mar 29
• AI SaaS Companies Will Be More Profitable Mar 21
• AI Design Patterns Feb 05
• Standard Issue AI Feb 02
• AI Drove the Largest New Bookings of Any New Product Jan 26
• 5th Grade Outlining in Mrs. L's Class : Metawriting before the Age of AI Jan 21
• Open Source Models : What Can We Determine from Download Patterns? Jan 15

2023

• How to Improve Your LLM : Combine Evaluations with Analytics Dec 11
• Sudden Disturbances in Rapidly Moving Objects : The Implications of the OpenAI Fiasco Nov 20
• How Much Does it Cost to Use an LLM? Nov 16
• SaaS Competitive Advantage Through Elegant LLM Feedback Mechanisms Oct 03
• Centaurs & Cyborgs : The Jagged Frontier of AI Oct 01
• Building Applications with AI - Lessons from LangChain, Hearth, & Context.ai Sep 21
• The Dawn of AI : Pricing Power & Profits in NVidia's Business Aug 23
• The Paradox of AI and Data Roles: How Automation Will Increase Demand for Data Professionals Jul 28
• Producing Charts with AI Jul 17
• The Fracking of Information Jul 11
• Picking Teams in AI Jun 26
• Does an AI Premium Exist in the Fundraising Market? Jun 15
• What if Every SaaS App Spoke English? Jun 11
• The AI API : The Twilio Moment for Machine Learning Jun 06
• How Much More Efficient Should a SaaS Startup Be When Using AI? Jun 02
• The Publicly Traded Company Worth 250x More in 10 Years May 25
• Which AI Model Should You Pick for Your Startup? May 16
• Seeking a Distribution Advantage with AI May 12
• Tinkering with LLMs May 08
• When 1 is Bigger than 4 for AI May 03
• Why Every Startup Needs an AI Strategy Apr 19
• The 4 Questions Startups Should Ask Themselves about Building with Generative AI Apr 07
• Pulp Nonfiction : What I Learned Writing a Blog Post with ChatGPT Mar 02
• When AI Favors the Incumbents Feb 02