Data last refreshed: April 20, 2026
Engagement metrics shown below reflect data as of this date. Current LinkedIn stats may differ.
Two days ago, I burnt 250 million tokens in a single day. That’s up 20x in six weeks. This idea, called tokenmaxxing, is the deliberate practice of maximizing token consumption. The question : how...
Two days ago, I burnt 250 million tokens in a single day. That’s up 20x in six weeks. This idea, called tokenmaxxing, is the deliberate practice of maximizing token consumption. The question : how...
On April 9th at 10:00 AM PDT, Lena Waters will kick off a new version of Office Hours. Lena led marketing at Notion, Grammarly, & DocuSign. At Notion, she was CMO during the company’s AI product t...
On April 9th at 10:00 AM PDT, Lena Waters will kick off a new version of Office Hours. Lena led marketing at Notion, Grammarly, & DocuSign. Today, Lena advises startups & later-stage companies re...
Jevon & Veblen walk into a data center. The dominant motif around AI has been Jevon’s Paradox : the cheaper a product becomes, the more it is consumed. Token prices dropped 10-20x over the past 1...
The SaaS era was defined by unbundling : find a workflow, optimize it, own it. Salesforce chose sales automation. Slack chose chat. Dropbox chose file sharing. Point solutions won by perfecting sin...
Wiley Jones & Arnav Sahu thrilled to be partners!
Last week, Cursor launched Composer 2 to over one million daily active users. Within hours, a developer discovered Cursor had built its flagship model on top of Moonshot AI’s Kimi K2.5, a Chinese o...
Last week, Cursor launched Composer 2 to over one million daily active users. Within hours, a developer discovered Cursor had built its flagship model on top of Moonshot AI’s Kimi K2.5, a Chinese o...
In 2025, we predicted that 2026 would be the year agents would earn as much as a person. It’s already happening. In markets where there’s a labor shortage and an urgent need to hire people, we ar...
In 2025, we predicted that 2026 would be the year agents would earn as much as a person. It’s already happening. In markets where there’s a labor shortage and an urgent need to hire people, we ar...
I set up a race today between two robots. My Mac on the left vs Claude Code on the right. Both tasked with building a payment app on Stripe’s new Tempo blockchain. Same prompts, same task, side by...
For every dollar hyperscalers earn from AI today, they’re spending twelve dollars to build more capacity. That’s the bet embedded in $575 billion of capital expenditure this year. How fast does AI...
For every dollar hyperscalers earn from AI today, they’re spending twelve dollars to build more capacity. That’s the bet embedded in $575 billion of capital expenditure this year. How fast does AI...
“What happens when a new employee brings their agent to work?” An executive asked this recently. Imagine a few years from now : a student graduates, having trained their own agent through universi...
“What happens when a new employee brings their agent to work?” An executive asked this recently. Imagine a few years from now : a student graduates, having trained their own agent through universi...
What happens when we run out of GPUs?
In September 2024, Hurricane Helene flooded Baxter International’s plant in Marion, North Carolina, which produced 60% of the nation’s IV fluids. Within a week, more than 80% of U.S. healthcare org...
In September 2024, Hurricane Helene flooded Baxter International’s plant in Marion, North Carolina, which produced 60% of the nation’s IV fluids. Within a week, more than 80% of U.S. healthcare org...
AI eliminates the marginal hire. Tech job openings are down 45% from the 2022 peak, but up 16% since the start of 2026 - from 227k to 264k. Why the narrative violation? Companies are hiring again...
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