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.
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.
The AI market is sizzling with innovation, but when will market share stabilize? An exploration of switching costs, model improvements, & the moment the fat congeals.
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.
A developer's journey through hitting AI code generation limits & exploring alternatives like API billing, other vendors, & local models.
Datadog's platform transition drives remarkable consistency: 25% YoY growth for 12 straight quarters, 120% net dollar retention recovery, 84% multi-product adoption, & 15 AI native customers >$1M ARR as security suite accelerates to mid-50s% growth.
AI infrastructure spending hits $500B in 2024, ranking as the sixth-largest investment in US history. Projected to reach $983B by 2030, surpassing the New Deal but falling short of the railroad era's 6% of GDP peak.
A blog post about AI promotions triggered the highest unsubscription rate in this blog's history - a four-sigma statistical event expected once in 15,787 posts.
OpenAI has committed to over $1.09T in infrastructure spending from 2025-2035 across Broadcom, Oracle, Microsoft, Nvidia, AMD, Amazon AWS & CoreWeave. Year-by-year breakdown & analysis.
How I moved from local DuckDB to cloud with two letters, scaled from 50 to 2,000+ podcasts, & discovered infrastructure that grows without drama.
