LLMs Didn't Change What's Hard About Building Software. They Changed What's Easy.
The bottleneck moved. The calendar hasn't.
George Cheng
Sam Altman Was Wrong About AI Jobs. Here's What That Actually Tells Founders.
Altman and Amodei walked back their AI-jobs-apocalypse predictions the same week they filed for IPOs. The reversal is a masterclass in platform company narrative management. Here is what founders building on their infrastructure should actually do with it.
AI
Stop calling it "AI-powered." Everything is AI-powered now and it means nothing.
Saying your product is 'AI-powered' in 2026 is like saying it runs on electricity. It is a prerequisite, not a pitch.
AI
Why your AI strategy is just your data strategy with a new name
The models are commoditizing. The moat was always in your data. Most AI strategies have not figured that out yet.
AI
The AI agent hype is about to hit a very unglamorous wall
The AI agent demos are excellent. The production reliability numbers are not. That gap is the whole story.
AI
Context windows got huge. Attention spans didn't.
Models can now hold your entire codebase in one shot. The hard part was never storage.
AI
Your customers don't care that you use AI. They care that you're faster.
Every SaaS company has an AI features page now. Nobody's buying because of it.
AI
We're building AI copilots for jobs that don't need copilots
The copilot metaphor made sense for a minute. Now it is a branding workaround for products that cannot commit to what they actually do.
AI
12 AI Labs Raised $29 Billion Without a Product You Can Buy. History Knows How This Ends.
Twelve AI labs. $29B raised. $130B valuation. Zero products. History says this ends badly for the labs and really well for the builders on top of them.
What Anthropic's $30B Round Tells Founders About the Infrastructure They're Building On
When your core tool is approaching a trillion-dollar valuation, you are not building on software anymore. You are building on a utility. And utilities price accordingly.
Why AI Compute Is About to Work Like Electricity (And What That Means for Builders)
Compute is the bottleneck everyone is obsessing over right now. The smarter bet is that it won't be for long. Here's why AI infrastructure is about to follow the same arc as electricity.
When Your AI Product Grows 80x Instead of 10x: What Founders Miss About Scaling
Anthropic's Q1 growth came in at 80x forecast. Eight times what they planned for. That's not just a capacity problem. It's a signal about how fast AI adoption is outpacing every model founders use to plan.