1+ hour, 21+ min ago  (245+ words) AI models have required rethinking the GPU stack. And now agents are doing the same thing for CPUs. Ironically, the direction compute has taken over the last decade has made it less suitable for AI. The driving forces have been…...

1+ mon, 1+ week ago  (704+ words) For the past few years, using AI has mostly meant staring at a blank prompt box and knowing the right thing to ask it. You open a chatbot, type in context, and ask a question. You get back an answer…...

1+ mon, 2+ week ago  (1143+ words) For the last few years, visual AI has mostly been judged by its pixels. The better the final image or video looked, the better the model seemed. The most interesting visual AI tools today have stopped trying to generate the…...

1+ mon, 2+ week ago  (705+ words) The question I keep getting from founders and prospective employees: is there any AI application layer left to build, or are OpenAI and Anthropic going to kill everything? Listen I’m as much of an AI maximalist as almost anyone, and…...

2+ mon, 2+ day ago  (472+ words) Here’s one way you can think about system of record stickiness: For a long time, the valuable part of social media businesses was the friend graph. When you opened Facebook back in the day, the thing you interacted with was…...

2+ mon, 3+ day ago  (749+ words) When software goes headless, where does defensibility move? For the last two decades, Salesforce sold a way for sales leaders to run their teams. The dashboards, pipeline views, forecasting tools, and activity feeds were what people were buying. Their business…...

2+ mon, 3+ week ago  (549+ words) Have you spoken to a normie recently? They aren’t actually normal anymore. Nobody is. In all aspects of American life, the internet is upstream of everything else. Sooner or later (and, more often than not, sooner) everyone ends up thinking,…...

3+ mon, 1+ week ago  (187+ words) It is very clear that the practice of software engineering is being upended by AI. A large, growing portion of all new code is now written by AI agents. AI models are also becoming indispensable for understanding large codebases, fixing…...

3+ mon, 2+ week ago  (820+ words) This week, someone hijacked one of the most popular packages on the internet and used it to install a backdoor on every machine that ran npm install. The package was Axios, which is the HTTP library that powers network requests…...

4+ mon, 3+ hour ago  (314+ words) With AI, startups and their customers have focused their attention on net-new capabilities and the products they’ve enabled. Think shiny new voice agents, workflow automation tools, and text-to-app platforms. That is until now. AI unlocks that opportunity to upgrade, customize,…...