Garry Tan on why pure software startups are no longer viable in the AI era.

Brian Malbury on investor sentiment around Google capex at the $200 billion threshold.

Jason Lemkin on being locked out of your own data inside legacy marketing platforms.

Steven Feldman on S&P 500 concentration in AI.

Matthieu Rouif on training himself to say ambitious targets out loud naturally.

Jason Lemkin on agents driving vendor churn by recommending competitors.

Ron Baron coins 'MAG 8' to include SpaceX alongside the mega-cap tech leaders.

Ken Griffin called crypto a jihadist call against the dollar in 2021, then his firm wrote a $400 million check to Crypto.com.

Matthieu Rouif on English-only policy at Photoroom's Paris office as a deliberate cultural filter.

Olivier Pomel's prediction to his engineering team on AI replacing all code writing within two quarters.

Nathaniel Whittemore on inference capacity as the binding constraint for cheap AI models.

Olivier Pomel on why new product categories are hard to sell despite customer enthusiasm.