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The Intelligence Explosion Is Already Here
AI capabilities are compounding faster than our institutions can adapt. What happens when the curve bends upward and doesn't stop?
DeepSeek's $6M Model Changed Everything We Thought We Knew
The Chinese lab that upended the compute-cost assumptions every frontier lab was building on. The efficiency gap is closing faster than anyone predicted.
Why Every Company Is Now a Software Company (Whether They Want to Be or Not)
Ben Thompson on the second-order effects of AI on organizational structure. The companies that don't adapt won't know why they're losing until it's too late.
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Latest Digest
Mar 16 – Mar 22, 2026
The Intelligence Explosion Is Already Here
AI capabilities are compounding faster than our institutions can adapt. What happens when the curve bends upward and doesn't stop?
DeepSeek's $6M Model Changed Everything We Thought We Knew
The Chinese lab that upended the compute-cost assumptions every frontier lab was building on. The efficiency gap is closing faster than anyone predicted.
Why Every Company Is Now a Software Company (Whether They Want to Be or Not)
Ben Thompson on the second-order effects of AI on organizational structure. The companies that don't adapt won't know why they're losing until it's too late.
From the Archive
View allCursor Crossed $500M ARR. Here's the Playbook
The AI code editor went from zero to half a billion in annual revenue in two years. A breakdown of how they won developers and why incumbents couldn't respond.
Sam Altman's Letter on What Comes After ChatGPT
The CEO of OpenAI on superintelligence timelines, the responsibility of the lab that gets there first, and why the hardest part isn't the technology.
The Case for Vertical AI: Why Horizontal Will Lose
The Forbes AI 50 thesis unpacked: the next wave of billion-dollar AI companies will be built for one industry, not for everyone.
The Product Manager Is Dead. Long Live the Product Manager.
What happens to the PM role when AI can write specs, run user research, and ship code? The honest answer is more complicated than the hot takes suggest.
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