AI

Thursday is Podcast Day

Analyzing hundreds of tech & VC podcasts through MotherDuck's serverless data warehouse reveals mid-week publishing dominates & content depth has converged.

Thursday is Podcast Day

A Flash of Deflation

Gemini 3 Flash underprices state-of-the-art models by 70-79% while delivering similar performance across 20 benchmarks.

A Flash of Deflation

The Bifurcation in the AI Market

OpenRouter data reveals a market splitting in two : enterprises pay for precision in coding workflows while consumers flock to free alternatives for roleplay. Analysis of pricing power, use cases & retention across AI providers.

The Bifurcation in the AI Market

The Two Context Databases Powering Enterprise AI

Enterprises need a new system of record for AI agents. Context databases come in two varieties : operational & analytical. The key isn't the databases themselves, it's the feedback loops within them.

The Two Context Databases Powering Enterprise AI

Vercel's AI Sales Agent : 10 SDRs Down to 1 in Six Weeks

Vercel replaced 9 of 10 inbound SDRs with an AI agent in six weeks, using one part-time GTM engineer. Conversion rates held flat while speed improved. The future sales leaders predicted at dinner has arrived.

Vercel's AI Sales Agent : 10 SDRs Down to 1 in Six Weeks

Private Equity : The New Distribution Channel for AI Startups

AI startups are discovering PE-backed companies as their fastest path to market. With 14,300 portfolio companies seeking margin expansion & faster decision cycles, private equity has become the most efficient go-to-market channel in enterprise software.

Private Equity : The New Distribution Channel for AI Startups

The Scaling Wall Was A Mirage

Gemini 3's release and Nvidia's earnings confirm that AI scaling laws are accelerating. Pre-training gains combined with massive infrastructure buildouts signal a new era of model performance.

The Scaling Wall Was A Mirage