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The agent eats the app
A single API call just buried a thousand pitch decks
8 hrs ago
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Dave Friedman
15
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The agent eats the app
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4
AI Startups Are SaaS Minus the Margins
Jevons paradox meets Sand Hill Road
Jul 16
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Dave Friedman
16
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AI Startups Are SaaS Minus the Margins
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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
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Dave Friedman
12
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How AI’s Boom Could Bankrupt Its Builders
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1
Cheap AI Compute from Methane: Crusoe's Business Model
Waste gas creates cheap electrons for busy GPUs
Jul 13
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Dave Friedman
12
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Cheap AI Compute from Methane: Crusoe's Business Model
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7
The Strange Business of Hugging Face
Why are there so many models that no one uses?
Jul 12
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Dave Friedman
5
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The Strange Business of Hugging Face
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5
The Convergence of AI and the State
It seems inevitable that the NatSec umbrella will envelop frontier AI
Jul 10
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Dave Friedman
14
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The Convergence of AI and the State
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5
Forget GPUs: Follow the Coolant
Thermal economics, geographic arbitrage, and the capital risks hiding inside the AI infrastructure boom
Jul 9
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Dave Friedman
5
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Forget GPUs: Follow the Coolant
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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
24
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Tech is the future but it won't look like the past
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Land is the AI Compute Resource Nobody is Pricing
Why the best AI play might be the dirt under your GPUs
Jul 8
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Dave Friedman
9
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Land is the AI Compute Resource Nobody is Pricing
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2
Your Favorite Tech Giant Is Quietly Turning Into a Utility
High capex crushes market valuation
Jul 7
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Dave Friedman
28
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Your Favorite Tech Giant Is Quietly Turning Into a Utility
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9
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
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Dave Friedman
22
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Large Language Models Are Not Search Engines
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Enterprise AI won't happen any time soon
Enterprises require repeatable, auditable processes
Jul 2
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Dave Friedman
34
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Enterprise AI won't happen any time soon
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