Join Koah Labs as Founding Head of AI Ads Sales
Come lead the way for the future of AI ads. We're looking for a founding head of sales at @koahlabs ! https://t.co/CBLnBgueW6
AI‑Driven Sales Starts with Fixing Old GTM Debt
No one comes into a sales conversation without first asking an AI. The buyer journey has changed. Lena Waters, marketing leader behind DocuSign’s IPO, Grammarly & Notion, joined me on Office Hours to discuss what this means for your go-to-market. The...
Infinite Software Demand Fuels AI‑closed Loop Growth
The demand for software is infinite. Kyle Daigle, GitHub’s COO, made the case concrete : There were 1 billion commits in 2025. Now, it’s 275 million per week, on pace for 14 billion this year if growth remains linear (spoiler :...
Claude Mythos Uncovers Decades‑Old Bugs, Shows Emergent Hacking Power
A researcher at Anthropic found out about a successful exploit when the model sent him an email. He was eating a sandwich on a bench outside. Anthropic released Claude Mythos yesterday. Beyond the engineer’s lunch, the model has the potential to...
Anthropic Hits $10B Revenue Faster Than Rivals
Anthropic added $10b in revenue in the last month alone, twice Databricks’ annual run rate. Crossing $10b is a milestone few software companies ever reach: ServiceNow took 20 years, Shopify took 18, Palo Alto Networks took 19, & Anthropic crossed that...
When Will Anthropic Surpass NVIDIA?
Anthropic reported an additional $10 billion in revenue last month, putting its annual run rate at roughly $10 billion—achieved in under four years, far faster than traditional SaaS firms. By contrast, NVIDIA generates $215 billion in annual revenue and trades at a 22‑times...
Pocket Power : From State of the Art to Your Phone in 23 Months
Google unveiled Gemma 4 E4B, a free AI model that matches GPT‑4o performance while running entirely on a smartphone. The model exemplifies a 450‑fold compression, shrinking from 1.8 trillion to 4 billion parameters in just 23 months. This rapid downsizing signals that today’s frontier...
Parallel Planning Enables 20x Token Consumption Growth
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 much electricity can we turn into useful...
Tokenmaxxing
The author reports burning 250 million AI tokens in a single day, a 20‑fold jump over six weeks, through a practice dubbed tokenmaxxing. By orchestrating multiple autonomous agents, each handling tasks like code analysis, log parsing, fact‑checking, and presentation building, the...
Marketing in the Agentic Era
On April 9 at 10:00 AM PDT, former CMO Lena Waters will host a new version of Theory Ventures’ Office Hours. Waters, who led marketing at Notion, Grammarly and DocuSign, will discuss how companies can redesign their marketing organizations for an AI‑driven world. The...
Rust Powers Ultra-Fast AI Automation for VC Workflow
I needed AI-powered automation that could actually keep up with my day. Existing tools were too slow, too error-prone. So I rewrote everything in Rust — 45+ APIs that Claude Code uses to run my VC workflow end-to-end. I'm presenting the architecture...
Veblen & Jevon Walk Into a Data Center
The AI market is shifting from Jevons paradox—where cheaper compute fuels demand—to a Veblen‑good dynamic as premium models like Anthropic’s rumored Mythos command steep token prices. Mythos is expected to cost $150 per million output tokens, roughly six times current...
AI's Rapid Evolution Demands Enduring, Unified Platforms
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 single workflows. The playbook : own one pain point,...
AI Agents Matching Human Salaries Cut Costs Dramatically
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 are seeing agents command 75%, 85%,...
Opus 4.5 Beats Qwen 35B in Stripe Tempo Build
I set up a race today between two robots. ...
