@gdibner.bsky.social
"But here’s the contrarian take, and Orlando Bravo has it right: AI valuations are in a bubble, but AI’s impact on enterprise software is real and massive. The $1.5 trillion software economy is getting a genuine tailwind."
www.saastr.com/who-will-buy...
www.saastr.com/who-will-buy...
Who Will Buy The SaaS Companies?
We’re sitting on a really big problem in SaaS nobody wants to talk about much. The exits … are no more. For years, we had a predictable exit playbook: Build a solid SaaS company to $20M-$50M …
www.saastr.com
October 27, 2025 at 5:10 PM
"But here’s the contrarian take, and Orlando Bravo has it right: AI valuations are in a bubble, but AI’s impact on enterprise software is real and massive. The $1.5 trillion software economy is getting a genuine tailwind."
www.saastr.com/who-will-buy...
www.saastr.com/who-will-buy...
"I’ve always had a model in my head for how I weigh information, but I’d never really articulated it to anyone - including myself." chudson.substack.com/p/teaching-a...
Teaching AI to Think Like Me Made Me Rethink How I Think
I started building a lot of AI tools for myself and learned more about how I think than I did about how AI tools work.
chudson.substack.com
October 26, 2025 at 5:10 PM
"I’ve always had a model in my head for how I weigh information, but I’d never really articulated it to anyone - including myself." chudson.substack.com/p/teaching-a...
Andrej Karpathy: "AGI is still a decade away" www.dwarkesh.com/p/andrej-kar...
Andrej Karpathy — AGI is still a decade away
"The problems are tractable, but they're still difficult”
www.dwarkesh.com
October 26, 2025 at 8:52 AM
Andrej Karpathy: "AGI is still a decade away" www.dwarkesh.com/p/andrej-kar...
Why Cohere's ex-AI research lead is betting against the scaling race | TechCrunch
Why Cohere's ex-AI research lead is betting against the scaling race | TechCrunch
Cohere's former VP of AI research, Sara Hooker, is launching a new startup to build AI models that can adapt to their environment.
techcrunch.com
October 25, 2025 at 4:10 PM
Why Cohere's ex-AI research lead is betting against the scaling race | TechCrunch
Someone explain to me how Poolside's decision that it needs to build a $16B data center is not either (1) a totally damning indictment of the capital efficiency of an entire industry or (2) a tail-wagging-the-dog retroactive justification of a large capital raise (and, therefore, valuation)...
October 23, 2025 at 8:01 PM
Someone explain to me how Poolside's decision that it needs to build a $16B data center is not either (1) a totally damning indictment of the capital efficiency of an entire industry or (2) a tail-wagging-the-dog retroactive justification of a large capital raise (and, therefore, valuation)...
Engineering in the Age of Agents with Yechezkel Rabinovich - Software Engineering Daily softwareengineeringdaily.com/2025/10/16/e...
Engineering in the Age of Agents with Yechezkel Rabinovich - Software Engineering Daily
Modern software platforms are increasingly composed of diverse microservices, third-party APIs, and cloud resources. The distributed nature of these systems makes it difficult for engineers to gain a…
softwareengineeringdaily.com
October 18, 2025 at 7:52 AM
Engineering in the Age of Agents with Yechezkel Rabinovich - Software Engineering Daily softwareengineeringdaily.com/2025/10/16/e...
“The conflict may have had a chilling effect, but only on the margin." www.wsj.com/articles/cea...
www.wsj.com
October 17, 2025 at 4:10 PM
“The conflict may have had a chilling effect, but only on the margin." www.wsj.com/articles/cea...
This one is going to stick. "In the age of generative AI, a new term is taking hold: MANGO — Microsoft, Anthropic, Nvidia, Google DeepMind and OpenAI." buff.ly/8mgKhZF
MANGO beats FAANG in battle for tech supremacy
The companies commanding attention today are the ones leading the AI revolution.
www.axios.com
October 16, 2025 at 7:52 AM
This one is going to stick. "In the age of generative AI, a new term is taking hold: MANGO — Microsoft, Anthropic, Nvidia, Google DeepMind and OpenAI." buff.ly/8mgKhZF
The Economist on the M&A boom in the US:
"The number of mega-deals—mergers, acquisitions and investments worth more than $10bn—announced this year is approaching a record high. The third quarter was one of the busiest in history."
www.economist.com/business/202...
"The number of mega-deals—mergers, acquisitions and investments worth more than $10bn—announced this year is approaching a record high. The third quarter was one of the busiest in history."
www.economist.com/business/202...
Never mind America’s real economy. Its deal economy is booming
Donald Trump has unleashed an M&A bonanza
www.economist.com
October 15, 2025 at 7:52 AM
The Economist on the M&A boom in the US:
"The number of mega-deals—mergers, acquisitions and investments worth more than $10bn—announced this year is approaching a record high. The third quarter was one of the busiest in history."
www.economist.com/business/202...
"The number of mega-deals—mergers, acquisitions and investments worth more than $10bn—announced this year is approaching a record high. The third quarter was one of the busiest in history."
www.economist.com/business/202...
Ukrainian defence companies to launch joint production projects in Denmark mod.gov.ua/en/news/ukra...
mod.gov.ua
October 11, 2025 at 4:10 PM
Ukrainian defence companies to launch joint production projects in Denmark mod.gov.ua/en/news/ukra...
When everyone chases the same thing, the consequences are predictable. lesliefeinzaig.substack.com/p/how-to-not...
How to not lose your shirt in this bubble
AI is a platform shift. But it's a bubble too. What's a smart VC to do?
lesliefeinzaig.substack.com
October 11, 2025 at 7:52 AM
When everyone chases the same thing, the consequences are predictable. lesliefeinzaig.substack.com/p/how-to-not...
Google’s former Chief Decision Scientist
Cassie Kozyrkov
calls AI “the great thoughtlessness enabler.” medium.com/blog/overcom...
Cassie Kozyrkov
calls AI “the great thoughtlessness enabler.” medium.com/blog/overcom...
Overcoming “workslop” is all about finding your own voice
Jane Goodall on empathy + the art of looking closely (Issue #398)
medium.com
October 10, 2025 at 4:10 PM
Google’s former Chief Decision Scientist
Cassie Kozyrkov
calls AI “the great thoughtlessness enabler.” medium.com/blog/overcom...
Cassie Kozyrkov
calls AI “the great thoughtlessness enabler.” medium.com/blog/overcom...
Prime Intellect, a startup specializing in decentralized AI, is currently training a frontier large language model, called INTELLECT-3, using a new kind of distributed reinforcement learning for fine-tuning. www.wired.com/story/prime-...
This Startup Wants to Spark a US DeepSeek Moment
With the US falling behind on open source models, one startup has a bold idea for democratizing AI: let anyone run reinforcement learning.
www.wired.com
October 9, 2025 at 4:10 PM
Prime Intellect, a startup specializing in decentralized AI, is currently training a frontier large language model, called INTELLECT-3, using a new kind of distributed reinforcement learning for fine-tuning. www.wired.com/story/prime-...
By digitizing the exchange of berth alignment information, the collaboration reduces manual communication and provides Unifeeder operations teams with real-time visibility of terminal berthing plans. maritime-executive.com/corporate/un...
Unifeeder and Portchain Partner for More Efficient Berthing Operations
Unifeeder and Portchain have partnered to improve operational efficiency by reducing waiting times, daily coordination effort, and lowering fuel consu...
maritime-executive.com
October 4, 2025 at 4:10 PM
By digitizing the exchange of berth alignment information, the collaboration reduces manual communication and provides Unifeeder operations teams with real-time visibility of terminal berthing plans. maritime-executive.com/corporate/un...
“Investors have a hard time in the middle of this excitement distinguishing between the good ideas and the bad ideas.” www.bloomberg.com/news/article...
www.bloomberg.com
October 4, 2025 at 7:52 AM
“Investors have a hard time in the middle of this excitement distinguishing between the good ideas and the bad ideas.” www.bloomberg.com/news/article...
But as billions flowed across the venture capital ecosystem into AI startups, some mere months old, the vaunted, trusted ARR metric has morphed into something much harder to recognize. fortune.com/2025/09/28/h...
Founders are using creative accounting to boost lofty ‘ARR’—the hottest startup metric in Silicon Valley | Fortune
Annual recurring revenue is the metric VCs and founders love to tout. But skeptics think these overblown numbers are helping fuel a bubble.
fortune.com
October 2, 2025 at 7:52 AM
But as billions flowed across the venture capital ecosystem into AI startups, some mere months old, the vaunted, trusted ARR metric has morphed into something much harder to recognize. fortune.com/2025/09/28/h...
AI services will take years to penetrate the economy,...Sarah Guo...noted that cloud computing had taken 20 years to catch on across industries where systems and habits are deeply ingrained. www.theinformation.com/articles/bus...
Business Adoption of AI Will Take Years, Say Venture Capitalists and Executives
Artificial intelligence services will take years to penetrate the economy, because businesses need to figure out how to use new AI products and train workers to use them, according to speakers at The…
www.theinformation.com
October 1, 2025 at 4:10 PM
AI services will take years to penetrate the economy,...Sarah Guo...noted that cloud computing had taken 20 years to catch on across industries where systems and habits are deeply ingrained. www.theinformation.com/articles/bus...
"At the start of Yom Kippur, this most solemn and momentous of days in the Jewish calendar, let us allow ourselves a modicum of hope." by David Horowitz at the Times of Israel buff.ly/ezG61zx
On Yom Kippur, the faint hope of a ‘good conclusion’
There is no shortage of clear-headed grounds for pessimism. But right now, perhaps more than at any time in the past two years, there is at least a concerted effort to change the terrible new normal
www.timesofisrael.com
October 1, 2025 at 2:54 PM
"At the start of Yom Kippur, this most solemn and momentous of days in the Jewish calendar, let us allow ourselves a modicum of hope." by David Horowitz at the Times of Israel buff.ly/ezG61zx
Employees are using AI tools to create low-effort, passable looking work that ends up creating more work for their coworkers...We define workslop as AI generated work content that masquerades as good work, but lacks the substance to meaningfully advance a given task. hbr.org/2025/09/ai-g...
AI-Generated “Workslop” Is Destroying Productivity
Despite a surge in generative AI use across workplaces, most companies are seeing little measurable ROI. One possible reason is because AI tools are being used to produce “workslop”—content that…
hbr.org
September 26, 2025 at 7:52 AM
Employees are using AI tools to create low-effort, passable looking work that ends up creating more work for their coworkers...We define workslop as AI generated work content that masquerades as good work, but lacks the substance to meaningfully advance a given task. hbr.org/2025/09/ai-g...
The rising consumer to enterprise AI playbook www.growthunhinged.com/p/fyxer-ai-g...
The rising consumer to enterprise AI playbook
Inside Fyxer’s path from $1 to $17 million in 8 months
www.growthunhinged.com
September 24, 2025 at 4:13 PM
The rising consumer to enterprise AI playbook www.growthunhinged.com/p/fyxer-ai-g...
ARR Isn’t Dead—But It Needs An Upgrade For The AI Era www.forbes.com/councils/for...
ARR Isn’t Dead—But It Needs An Upgrade For The AI Era
The metric at the heart of every SaaS board meeting—Annual Recurring Revenue (ARR)—is starting to show its limits.
www.forbes.com
September 24, 2025 at 7:52 AM
ARR Isn’t Dead—But It Needs An Upgrade For The AI Era www.forbes.com/councils/for...
Jason Spielman • Designing NotebookLM jasonspielman.com/notebooklm?m...
Jason Spielman • Designing NotebookLM
Designer, builder, and visual storyteller. Now building Huxe. Previously led design on NotebookLM and contributed to Google AI projects like Gemini and Search. Also shoot photo/video for brands like…
jasonspielman.com
September 23, 2025 at 4:10 PM
Jason Spielman • Designing NotebookLM jasonspielman.com/notebooklm?m...
"Some of the AI companies currently at low or negative margins will win with capital long enough to survive and raise prices. Some of them will ultimately differentiate through some kind of market depth, nfx, or hybrid models. Many of them will die in the crib."
99d.substack.com/p/what-margi...
99d.substack.com/p/what-margi...
The end of pricing power
Supernovas are the end of a star, after all
99d.substack.com
September 14, 2025 at 4:10 PM
"Some of the AI companies currently at low or negative margins will win with capital long enough to survive and raise prices. Some of them will ultimately differentiate through some kind of market depth, nfx, or hybrid models. Many of them will die in the crib."
99d.substack.com/p/what-margi...
99d.substack.com/p/what-margi...
Opinion | Israel’s Surprising Economic Resilience www.wsj.com/opinion/isra...
www.wsj.com
September 12, 2025 at 7:52 AM
Opinion | Israel’s Surprising Economic Resilience www.wsj.com/opinion/isra...
$46B of hard truths from Ben Horowitz: Why founders fail and why you need to run toward fear (a16z co-founder) www.lennysnewsletter.com/p/46b-of-har...
$46B of hard truths from Ben Horowitz: Why founders fail and why you need to run toward fear (a16z co-founder)
Listen now | 🎙️ a16z's co-founder on why he takes CEO advice from an ex-prison gang leader, the $2M IPO everyone called insane, why he backed Adam Neumann, and how hip-hop teaches business better…
www.lennysnewsletter.com
September 11, 2025 at 4:10 PM
$46B of hard truths from Ben Horowitz: Why founders fail and why you need to run toward fear (a16z co-founder) www.lennysnewsletter.com/p/46b-of-har...