Boris Cherny on working effectively with AI coding tools as empirical rather than theoretical science.

Boris Cherny on Opus 5 running indefinitely without stopping.

Michelle Knudsen on shifting the team debate to 70 percent through the research process to avoid analyst defensiveness.

Matt Murphy on the unsustainability of 60+ independent AI model companies.

Ethan Mollick on Google's competitive position in agentic AI.

Matt Murphy on the minimum fund size required to compete at the growth stage.

Nicholas Brooks on AI capex flowing into GDP imminently.

Lenny Rachitsky on the new core artifact of AI product management at Anthropic.

Lenny Rachitsky on why Claude pushing back is a feature, not a bug, rooted in alignment research.

Lenny Rachitsky on token maxing as a way to live in the future ahead of the curve.

Garry Tan on software no longer being the primary bottleneck for startups.

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