AI coding agents boost code output by 180% but shipping rises only 30%, MIT finds. Why private data access beats benchmark scores as the real AI investment moat.
AI is splitting the workforce in two. A16z’s Ali Yahya explains why the middle, and most job descriptions, is exactly where you don’t want to be.
AI tools have made software development nearly free; but enterprise GTM costs are rising, not falling. Box CEO Aaron Levie explains why the moat in software has moved from code to trust, distribution, and consultative selling, and what that means for t…
VCs are rereading Matt Ridley’s The Rational Optimist – and it’s shaping how they’re betting on AI. Here’s what the book’s core thesis reveals about the venture capital logic behind the current AI supercycle.
Economist Tyler Cowen’s viral Sana AI Summit keynote predicts AI will devastate credentialed professionals while rewarding initiative-takers and the global poor: and why that half-percent GDP boost may be America’s only debt escape plan.
Five Chinese video AI models to watch: ByteDance’s Seedance, Alibaba’s Wan and Happy Horse, Kuaishou’s Kling, MiniMax’s Hailuo AI and Tencent’s Hunyuan.
The less than two-year old startup crossed $400 million in annual recurring revenue earlier this year. The new fundraise would almost double its valuation.
Anthropic just closed a $65 billion Series H at a $965 billion valuation. The same week, one of its enterprise customers accidentally spent $500 million in a single month on its models after failing to set spend limits. The gap between those two number…
In today’s software market – especially in the AI cycle – capital is flowing into an unusually broad set of categories. Many of them are being funded, scaled and valued as if they can produce billion-dollar outcomes. But a recurring pattern suggests o…
Y Combinator’s latest batch reveals the next phase of AI, with startups building the infrastructure, trust and systems needed to bring AI agents into production.