JULY 10, 2026
Three Years In
How AI reshaped the software stack, venture stage definitions, and the firms that win over three years.
Ai
JULY 9, 2026
8.9 Million AI Users
Ollama has become the largest developer platform for open models, with 8.9m developers & one million new installs each week. Today we announced our investment in the Series B.
JULY 8, 2026
The AI Preflight Check
An agent that forgets mid-sentence isn't a context-size problem. It's a memory-architecture problem. A preflight step, a skills library, & a watchdog fix it.
JULY 7, 2026
The $10B FDE Boom
Forward-deployed engineering has gone from a Palantir signature to an industry default. The total bill : nearly $10b in 12 months.
JULY 6, 2026
AI Worldviews
The Economist put 25 frontier AI models through the World Values Survey. The variance is real, the obvious groupings don't hold, & worldview may be the next line item on an AI RFP.
JULY 1, 2026
Most AI Work Can Wait
Prioritize routing over model choice. Most AI work runs on cheap local models.
JUNE 29, 2026
When AI Costs More Than the Engineer
Anthropic spends 2.3x payroll on compute. Top software firms spend 0.4x. Three scenarios for where the rest of the market lands by 2029.
JUNE 25, 2026
Full Sail on Asynchronous Inference
The inference market is the largest in software. We invested in Sail's Series A to build queuing infrastructure for long-horizon agents that run for hours.
JUNE 22, 2026
So You Want to Sell Inference
Reselling inference is a zero-margin commodity. The margin question comes down to cost-plus versus value-based pricing : one anchors to the inference line, the other decouples from it.
JUNE 17, 2026
Databricks Widens the Lead on the Yellow Brick Token Path
Databricks runs at $6.9b ARR growing 80%, widening the gap over Snowflake to $1.6b. Its AI products sit on the token path, where companies grow explosively even at scale.
