AI

100 Trillion Tokens

Microsoft's AI token usage surges 5x YoY to 100T, driving 2-22% of Azure revenue. Analysis reveals massive growth potential in enterprise AI adoption.

When Every Employee Becomes an Agent Boss

This post explores how AI is transforming organizational structures, with 83% of leaders expecting employees to take on more complex strategic tasks earlier in their careers.

When Every Employee Becomes an Agent Boss

Integrations as Competitive Advantage

Discover how AI is revolutionizing enterprise software integrations, enabling startups to build connections in hours instead of quarters and gain competitive advantage.

My Bottleneck with AI

Learn how to optimize AI workflows for maximum productivity. A VC's practical insights on structuring AI prompts, parallel processing, and balancing AI vs traditional tools.

The Mirage in the Software Clouds

Explore why public SaaS growth rates have plunged from 36% to 17% since 2023, and what this reveals about the changing dynamics of software markets.

The Mirage in the Software Clouds

This Analysis Cost 27 Cents

Discover how AI tools like Claude Code enable powerful data analysis and custom app development for just cents, transforming startup productivity and software creation.

This Analysis Cost 27 Cents

Lopsided AI Revenues

Discover which AI business segment dominates revenue: NVIDIA's $31B data center vs software & consulting firms. Key Q4 insights for founders & investors.

Lopsided AI Revenues