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🌊 AI's $1T blind spot
Sequoia's new thesis, Anthropic's labour data, and 198 YC startups point to the same gap.
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🌊 Agentic Revolution
Nov 7, 2024
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Ivan Landabaso
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🌊 Inference
Jan 15
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🌊 AI Agent Directories
Jan 14, 2025
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🌊 The $3B Preventive Health Race
Feb 5
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🌊 The 3 charts that explain the AI race
Ramp data, $19B run rates, and the metric nobody is watching
Mar 5
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🌊 How SaaS Inverts Into Agents
Six frameworks for the post seat-based software world.
Feb 26
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🌊 The 10 Fastest-Growing AI Startups
A data-driven review of who's gaining the most customers right now.
Feb 19
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🌊 The $3B Preventive Health Race
Function ($2.5B), Neko ($1.8B), Prenuvo, and the $350M one that died.
Feb 5
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🌊 The 10 tasks driving Anthropic's $10B run
Where AI value is concentrating (from millions of real conversations)
Jan 31
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🌊 Liquidity
The 2026 M&A + IPO window.
Jan 22
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🌊 Inference
Where AI revenue shifts next.
Jan 15
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🌊 Systems of Action
Where power moves when AI becomes cheap.
Jan 8
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🌊 Hidden Economics of the AI Boom
What Krugman and Kedrosky reveal about AI infrastructure bottlenecks, economic risks, and the real limits of the current AI boom.
Dec 11, 2025
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