Based on @alexrkonrad's recent report, @cursor_ai has a million users and is doing $500M+ in ARR. What stands out most is how familiar their enterprise playbook looks. It is great validation that the basics still matter. I saw this exact combination at both @datadoghq and

Microsoft missed the boat on consumer distribution. Copilot has 150 million monthly users, which is a massive number in a vacuum, but it pales in comparison to ChatGPT's 800 million weekly users and Gemini's 650 million monthly users. What Microsoft does have is one of the

Paper:

Forget movie trailers, the real breakthrough in AI video could be solving hard problems. We have all seen the stunning creative clips from models like Sora. But a new paper on its successor Sora-2 reveals something far more profound: its potential in logic and reasoning, not

You might think Cursor and Lovable are all the hype, but the actual usage rankings on OpenRouter tell a very different story. When you look at the top apps by token consumption, the list is not dominated by the tools that get the most attention on social. It is dominated by two

Product Positioning 101

Radical Candor

The most interesting part of the Anthropic vs OpenAI story isn't the model performance, it's the revenue mix. OpenAI is, at its core, a consumer company. The data shows roughly 70% of its $13 billion in revenue comes from consumers, likely driven by ChatGPT subscriptions. This

Reasons aside, when a world class investor like @roelofbotha steps aside, it is a clear signal that the VC playbook is getting disrupted by AI just as much as the operator playbook. It's not only founders and operators who need to rethink how they work, evaluate opportunities,

Salesforce is down 27% YTD and HubSpot is down 44% YTD. It's a great case study on how both are under immense pressure to reinvent themselves for the AI wave. On paper, they are telling a similar story, but in practice, Salesforce looks far more mature in its plan to monetize and

OpenAI's long term vision is not to be a model provider. The models are just the hook. They are quietly building an app and connector ecosystem that looks a lot like an AI operating system. A foundational model, no matter how good, is a commodity. It is an expensive, high COGS

The first wave of enterprise customers for AI startups will not look like traditional buyers. They are, for all practical purposes, design partners. This creates an interesting setup because both parties are operating with a high degree of uncertainty and are figuring out the

The lines between sales, DevRel, corporate development, partnerships, ecosystem, and marketing are becoming less clear and more blurry. This is a direct result of the AI wave. Many companies are showing great traction right now, but they do not know what their actual business

Google just posted its first ever $100 billion quarter, but the most interesting number was not the $102.3 billion in revenue. Google signed more $1B+ deals through Q3 this year than in the previous two years combined. This is not just a Google Cloud story, even though Cloud

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Blowing your own horn is now more important than having a finished product. We’re in a cycle where perception leads and substance follows. There is so much noise that you have to be seen and heard, because no one has the time or incentive to dig a step further. This creates a

The AI economy is hinging on token costs trending down. That is the pressure point for gross margins. The good news is on the demand side. When an AI product removes steps, compresses cycle time, and raises quality, buyers pay for the outcome. That is why the best AI apps are

@CBinsights Source:

$310B+ has been invested in startups this year. Technical founders and AI researchers can ship great product, but very few understand the "business." Everyone thinks they can figure it out. Very few do. They need a "business" thought partner. Someone who helps you ask the right

We are at a strange point in the AI lifecycle. It has become more important for many people to show which specific tools they are using than what they are actually accomplishing. This is about signaling that they are innovative and not part of the status quo. But this is a