2026-06-24 08:00:00
Sunil Agrawal, CISO at Glean, joins Office Hours to discuss what security readiness looks like when attackers use frontier models for reconnaissance, phishing, deepfakes, and exploit generation.
2026-06-23 08:00:00
Stablecoins hold $165b in US T-bills, more than China or Switzerland. Hyperliquid generates $610m annualized fees. Gold, oil, & stocks trade 24/7 on crypto perpetual markets.
2026-06-22 08:00:00
Reselling inference at cost is a zero-margin business. The margin question is cost-plus vs. value-based pricing. Optimization is a cost lever under either, with distillation defensible for a while. BYOK breaks cost-plus & spares value-based.
2026-06-17 08:00:00
Databricks runs at $6.9b ARR growing 80% YoY versus Snowflake's 34%, a $1.6b gap. Its AI products run at $1.7b, ~25% of ARR & growing faster than the company, the token-path pattern that drove Salesforce's $3.6b Fin acquisition. Companies on the token path grow explosively, even at massive scale.
2026-06-16 08:00:00
A 500+ comment HN discussion reveals the current state of local AI coding - Qwen 3.6 35B dominates model mentions while Pi leads agents.
2026-06-15 08:00:00
Three weekend developments confirm the golden age of AI applications : the Fable retraction exposed model dependency risk, Satya's thesis defined the learning loop, & Salesforce's $3.6B Fin acquisition priced the harness.
