GPT-5 launched yesterday. 94.6% on AIME 2025. 74.9% on SWE-bench. As we approach the upper bounds of these benchmarks, they die. What makes GPT-5 and the next generation of models revolutionary isn’t their knowledge. It’s knowing how to act. For GPT-5 this happens at two…
In 1999, the dotcoms were valued on traffic. IPO metrics revolved around eyeballs. Then Google launched AdWords, an ad model predicated on clicks, & built a $273b business in 2024. But that might all be about to change : Pew Research’s July 2025 studyreveals users click just 8%…
Perplexity AI just made a $34.5b unsolicited offer for Google’s Chrome browser, attempting to capitalize on the pending antitrust ruling that could force Google to divest its browser business. Comparing Chrome’s economics to Google’s existing Safari deal reveals why $34.5b…
A theme of talent right now is: hire experimenters over experts. Outside of the buzziest ML talent wars, the fastest, most talented experimenters are now more valuable than the most experienced leaders. This means its not only a wild and exciting time in what's being built but…
Running an AI startup today using a SaaS-era playbook or even previously “best-in-class” speed is like gaming on dial-up. By the time your GTM feels comfortably dialed-in or your strategic bets seem sure, the match is over. Markets are moving (and being won) at meme speed.…
🚀 Build no-code agents with Open Agent Platform (OAP), our open-source, citizen developer platform for building, prototyping, and deploying agents. With Open Agent Platform, you can: 🔧 Build agents via a web UI— no heavy coding required 🧠 Connect to RAG servers for better…
Self-serve SaaS used to mean going to a site and signing up. In the AI era, it will mean never leaving where you’re already working. Developer wants to add checkout? Tell Cursor to spin up Stripe. The new self-serve surface is wherever the user lives.
LOLOL Chamath claims to "control" one of the largest rare earth mineral supplies outside of China. I comment with proof that CCP owns more of the company than he does (proof below). Chamath HIDES my comment.
Have a buddy who spent the first half of 2023 buying thousands of .ai domains for the largest companies in the world: Walmart.ai Lockheed.ai Geico.ai Glencore.ai Aramco.ai Gotten 7-figure offers on most of them,…
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