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The agent eats the app
A single API call just buried a thousand pitch decks
8 hrs ago • 
Dave Friedman
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The agent eats the app
4
AI Startups Are SaaS Minus the Margins
Jevons paradox meets Sand Hill Road
Jul 16 • 
Dave Friedman
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AI Startups Are SaaS Minus the Margins
How AI’s Boom Could Bankrupt Its Builders
OpenAI’s recent podcast hinted at a stark truth: cheap intelligence fuels demand, but also shreds the margins of the startups chasing it.
Jul 15 • 
Dave Friedman
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How AI’s Boom Could Bankrupt Its Builders
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Cheap AI Compute from Methane: Crusoe's Business Model
Waste gas creates cheap electrons for busy GPUs
Jul 13 • 
Dave Friedman
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Cheap AI Compute from Methane: Crusoe's Business Model
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The Strange Business of Hugging Face
Why are there so many models that no one uses?
Jul 12 • 
Dave Friedman
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The Strange Business of Hugging Face
5
The Convergence of AI and the State
It seems inevitable that the NatSec umbrella will envelop frontier AI
Jul 10 • 
Dave Friedman
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The Convergence of AI and the State
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Forget GPUs: Follow the Coolant
Thermal economics, geographic arbitrage, and the capital risks hiding inside the AI infrastructure boom
Jul 9 • 
Dave Friedman
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Forget GPUs: Follow the Coolant
Tech is the future but it won't look like the past
Our tech future is a high-capex, industrial, one, not a software-driven one
Jul 9 • 
Dave Friedman
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Tech is the future but it won't look like the past
Land is the AI Compute Resource Nobody is Pricing
Why the best AI play might be the dirt under your GPUs
Jul 8 • 
Dave Friedman
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Land is the AI Compute Resource Nobody is Pricing
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Your Favorite Tech Giant Is Quietly Turning Into a Utility
High capex crushes market valuation
Jul 7 • 
Dave Friedman
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Your Favorite Tech Giant Is Quietly Turning Into a Utility
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Large Language Models Are Not Search Engines
Stochastic systems, vanishing guarantees, and why the old SEO mindset won’t survive the AI transition
Jul 3 • 
Dave Friedman
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Large Language Models Are Not Search Engines
Enterprise AI won't happen any time soon
Enterprises require repeatable, auditable processes
Jul 2 • 
Dave Friedman
34

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Enterprise AI won't happen any time soon
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