Founders

Microsoft Just Ended Claude Code Licenses. Every Founder Building on Someone Else's AI Should Read This.

Microsoft ended its Claude Code partnership at Build 2026. This is not a betrayal story. It is the structural logic of AI platform dependency, and every founder building on someone else's AI should understand what it actually means.

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.