Building Startups

ChatGPT and the Great Bundling

On ChatGPT use cases and jobs to be done

Sep 22 •

The State of AI Gross Margins in 2025

What the stack earns today and considerations for AI builders

Sep 2 •

The Rise of Verticalized AI Coworkers

AI colleagues and teammates are finding their way to every industry role

Jul 29 •

The New Fundraising Playbook: Seed-Strapping

Why AI is fueling seed-strapping; when it works and when it doesn't

Jul 1 •

Agentic Commerce is Coming: How AI Will Reshape Online Retail

Opportunities for companies as AI agents transform how we discover and purchase products

Jun 3 •

Infrastructure in the Age of AI Gatekeepers

What happens when AI agents choose your stack

May 20 •

The AI TAM Expansion Opportunity

How companies can truly capture labor budgets and avoid price compression

May 6 •

AI’s Higher Acceptance Bar and How to Clear It

On the acceptance criteria for AI and what AI builders can do about it

Apr 22 •

Five Lessons for Building Robust AI Agents from Coding Agents

What code generation and coding agents can teach us about building agents in other areas

Jan 22 •

Emerging Wedges in Vertical AI Startups

On voice, search, unstructured data parsing and content generation

Dec 16, 2024 •

The Evolution of SaaS Pricing in the AI Era

On selling work, value and outcomes

Jul 22, 2024 •

Three Archetypes of AI Application Startups

On copilots, autopilots and service-as-software

Jul 15, 2024 •

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