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Jan 18, 2026
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3 min read
We’re officially in the phase where AI turns software into a consumable commodity and interfaces into something spun up on demand. 80% of the seed market is now “synthetic beta”—perfect pricing, no edge.
Jan 10, 2026
2 min read
2026 is when the AI story stops being about a fairytale of infinity and starts being about proof. How will Meta, OpenAI, Google, and others survive the cheap-cash winter?
Dec 20, 2025
There’s a real shift in how early-stage capital is deployed. Seed rounds used to be about testing ideas with a little optionality. Now, they’re $10–20M “seed” rounds before anyone knows what the product is.
