On ChatGPT use cases and jobs to be done

Why the browser matters and the state of the AI browser landscape

What the stack earns today and considerations for AI builders

Azure captures the largest share of new cloud dollars as AWS hits capacity limits and Google builds momentum

AI colleagues and teammates are finding their way to every industry role

On time-to-market, going multi-product, PLG, and profitable growth

Why AI is fueling seed-strapping; when it works and when it doesn't

On Stablecoins, Circle's interest-based revenue model, Coinbase and Binance partnerships and the IPO pop

Opportunities for companies as AI agents transform how we discover and purchase products

What happens when AI agents choose your stack

How companies can truly capture labor budgets and avoid price compression

On the acceptance criteria for AI and what AI builders can do about it

The common segments, patterns and lessons from AI startups that are growing explosively

On the rise of AI-native applications, agents and fundraising in AI

On Buy Now Pay Later, Commerce networks, AI to drive efficiency and the comparison with Affirm

5 charts on AI model improvements and AI adoption

On diffusion of innovation, the need for strong business models, lower inference costs benefiting apps and investing in infrastructure as a strategic…

AI colleagues and teammates are everywhere

What code generation and coding agents can teach us about building agents in other areas

The obligatory 2025 predictions piece

On growth, profitability, valuations and AI positioning

On voice, search, unstructured data parsing and content generation

On the vertical SaaS playbook, growth and profitability, and ratchets

How Meta and Microsoft's Generative AI investments are going so far

How Amazon, Apple and Google's Generative AI investments are going

Machine Thinking, Fast and Slow