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Five frontier models now sit within five points of each other in terms of intelligence, but their cost per unit differs by 3.8x. Google, which has built chips alongside its models for more than 15 years, prices lowest; Microsoft & OpenAI are now ...

Theory's second annual AI in Practice Survey finds four results that surprised us : 43% rate security a top pain against the 10% who say its tooling delivers value, 45% of teams route queries across models, Cloudflare hosts 62% of agent sandboxes, & ...

Bardia Shahali, VP of Sales at Granola, joins Office Hours to discuss what the sales organization should look like in the AI era, drawing on his experience scaling go-to-market at Fireworks AI and Granola.

AI models have reached commodity status as prices fall 41% while token usage surges 50%. To win relative share, labs should partner & resell models, control the user interface where distribution becomes the moat, & capture routing data to reduce the ...

Jeanne DeWitt Grosser, COO of Vercel, walks through the construction of the company's inbound sales agent: one GTM engineer at 20% time, a prompt written by the top SDR, six weeks of human-in-the-loop QA, & the eventual migration from a 1,000-line .. ...

AI inference is set to surpass the database market to become the most important market in software, reaching ~$350b by 2027. This shifts software unit economics: usage dwarfs platform fees, gross margins compress below classic SaaS norms, and ...

Explores the contrast between organic 'growing' of software via vibe-coding and deterministic 'designing' via state machines and formal verification.

Tokenized real-world assets are the fastest-growing market in tech, compounding at 53% a month versus 25% for Anthropic. Stocks & commodities trade on blockchains 24/7, IPO pricing happens weeks before listing, & Allium now powers Bloomberg's RWA ...

Anthropic & OpenAI both re-rated their run rates in 2026 by segmenting : a mandatory enterprise repricing against an 80% price cut on the cheapest tier.

GPU rental prices doubled in six months while inference prices kept falling. The reconciliation is efficiency : the hinge that turns scarce silicon into cheap intelligence.