Opinion

Good news: AI Will Eat Application Software

But the moats that built the great software companies aren't going anywhere

Mar 2 • Alex Immerman and Santiago Rodriguez

Infinite Healthcare

What’s It Worth?

Feb 26 • Jay Rughani, Jane Rhee, and Julie Yoo

Humans Are for Ideas, AI Is for Execution

Every time it needs an idea, it comes back to me.

Feb 25 • Olivia Moore

In Defense of Vertical Software

The last mile is the entire problem

Feb 19 • George Sivulka

The Lighthouse Playbook

How today's founders make friends and influence people

Feb 12 • David Booth

The Case for Scaling Venture

Your fund size is your belief in the future

Feb 10 • Erik Torenberg

Of course they’re putting ads in AI

The internet is a miracle of universal access to opportunity, inquiry and connection. And ads pay for that miracle.

Feb 9 • Bryan Kim

Death of Software. Nah.

AI changes what we build and who builds it, but not how much needs to be built.

Feb 6 • Steven Sinofsky

2026: the biggest year of M&A in history?

Listen now | Charts of the week, Goldman Sachs edition

Feb 2 • David Haber

35:34

Forward-deployed Job Titles

How titles can meme change into existence, and why AI companies should coin new ones

Jan 27 • Tom Hollands

Operating on DNA is more like surgery than medicine

The therapeutic potential and regulatory path for genetic surgery

Jan 20 • Jorge Conde

The Palantirization of everything

Pairing enterprise software with high-touch delivery

Jan 16 • Marc Andrusko

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