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The SaaSpocalypse Is a Credit Event, Not a Tech Story
AI is destroying many SaaS business models and the pain is acute in the credit markets
3 hrs ago
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Dave Friedman
6
3
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Why Most LLM Startups are Doomed
May 24, 2025
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Dave Friedman
175
30
38
McKinsey Doesn't Understand AI
Jun 18, 2025
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Dave Friedman
72
9
17
AI will not kill McKinsey
Aug 3, 2025
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Dave Friedman
30
11
7
Sequoia Still Thinks AI Is Software
May 15, 2025
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Dave Friedman
50
4
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Have the AI Labs Actually Been Right?
I want my country of geniuses in a data center!
Feb 16
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Dave Friedman
21
3
3
No One Knows What the Future of AI Holds
Tyler Cowen and Dario Amodei offer very different views of the near-term future of AI in recent interviews
Feb 14
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Dave Friedman
18
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AI Takeoff Speeds Rule Everything Around Compute Derivatives
How the pace of AI progress determines whether compute becomes the most important asset class of the century, or just another commodity
Feb 13
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Dave Friedman
3
1
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