AI Roll‑up Turns CapEx Into Real Economic Growth
the AI roll-up is only getting started Long Lake CEO @alextaubman has bought 30+ real-economy, non-tech companies and just took the largest corporate travel platform private (Amex GBT, $6.3B) its a bet that AI can better transform legacy industries and that someone has to turn capex into real economic growth "You see the hundreds of billions of CapEx the labs are investing. Somebody's got to take that and turn it into GDP growth. That's what Long Lake was formed to do."
AI's Rapid Leap: Soon Mastering Taste and Judgment
AI is coming for taste and judgment Claude Code's @bcherny: "We have this tendency to think....here's a thing the agent can't do yet, this must be a thing it can never do. But the rate of progress is so quick that...
Claude Now Writes 100% of Its Own Code.
A year ago, 90-95% of Claude Code was written by Claude. Today is 100%. @bcherny: "I'm managing an agent that manages agents." https://t.co/sG1k4nICEA
AI Turns Services Into $20T Software Market
"SaaS was Software as a Service. I believe it's going to be service as software." @generalcatalyst's Madhu Namburi on the AI roll-up thesis. Services is a $20 trillion market.... multiple times the size of software. not the PE playbook of debt and...
AI Roll-Ups Require Elite Engineering, Change Management, M&A
"Three years in AI is actually like three decades of pre-AI" AI roll-ups have hit Wall Street (Amex GBT, Janus). New playbook & exit for public companies that can't make the AI transition on their own. Long Lake CEO @alextaubman on what...
AI Deal Week: Private Takeovers, SpaceX Compute, Claude Code
LIVE at 12p PT/3p ET on a big deal week for AI @alextaubman and @generalcatalyst Madhu Namburi on Long Lake’s take-private of Amex GBT, latest deal in the AI roll-up craze that's now hitting Wall St Anthropic's @bcherny and @_catwu on the...
DeepSeek V4 Pricing Gap Threatens US AI Premium
LIVE in an hour with @aidangomez on DeepSeek V4 and the pricing gap eating away at American AI's premium and then @danielnewmanUV post-earnings on the bargain Wall St made with big tech and why its getting tested as the sell off...
Cheap Chinese AI Models Threaten Cloud Giants' Growth Narrative
Watch cloud revenue growth at Amazon, Google and Microsoft this week as they all report on Weds Its been powered by expensive models from Anthropic and OpenAI. But as AI costs blow past budgets, there's a wave of very capable,...
Hustle, Passion, and Timeless Lessons on the Fly
Finally got to @bgurley’s Runnin Down a Dream between two 17-hour flights to Singapore this week. Turned out to be the perfect time to read it… Singapore was where I took my own leap into the unknown and started my...
Targeting Token Demand Triggers Goodhart’s Law
Goodhart's law: when a measure becomes a target, it ceases to be a good measure
AI Token Counts No Longer Reflect Real Value
AI's main demand metric (tokens) has decoupled from actual economic value. Like page views during the dotcom era...numbers justify the spend, until they don't. Who's preparing for that? https://t.co/t44AMgciZI
AI Demand Metrics Are Broken; Anthropic Offers Realistic Pricing
The AI demand signal everyone is building on is broken. Employees are gaming the metric, spending is out of control and no one can prove ROI. @jaswu_ and I wrote about why Anthropic might be the only lab pricing for what’s...
Token Path Test Determines Software Firms' AI Survival
New framework from @jrichlive: "are you on the token path?" His test for whether a software company survives the AI shift and the top question he'd be asking on upcoming earnings calls https://t.co/55zfUxN0n2
Cisco Bets on AI Waste to Fuel 70% AI Code
Something I'm hearing more often: AI wastage is necessary, at least for a while. Cisco's @jpatel41 says you gotta let people burn through tokens to build the instinct. Now has its first product with zero lines of human code and...
AI Cuts Video Editing Time From Minutes to Seconds
the software disruption I've been covering just showed up in my own workflow In Feb I vibecoded a tool to cut clips from my videos. Took 27 minutes. Couldn't do subtitles. On Friday (2 months later): same task took seconds https://t.co/GEfSVDXNNN