Rising costs of the token consumption race
Rising costs of the token consumption race

Lately, we have seen a surge in a practice called Tokenmaxxing. More and more companies are tracking their employees’ productivity with tokens spent on AI usage. Jensen Huang, CEO of Nvidia, summarizes the sentiment clearly: “If that $500,000 engineer …

Speed is no longer a selling point for AI agents, caution is
Speed is no longer a selling point for AI agents, caution is

AI agents have spent two years competing on the same thing: independence. Less oversight, fewer clicks, more autonomy, that was the pitch. It didn’t matter if the agent lived in a browser extension, a cowork app, or a coding tool. I think that pitch ha…

Beyond Venture Capital: Why family offices are becoming AI’s most influential investors
Beyond Venture Capital: Why family offices are becoming AI’s most influential investors

Over the past 12 months, I have become increasingly convinced that one of the most underappreciated shifts in the artificial intelligence ecosystem is financial. While much of the market remains focused on OpenAI, Anthropic, Nvidia and the latest model…

Why the GTM playbook stopped working.
Why the GTM playbook stopped working.

The old SaaS GTM playbook is getting expensive and invisible. Three startups stopped optimising it and started building things buyers actually wanted. The go-to-market playbook didn’t stop working because it was wrong. It stopped working because it was…