2026-06-30 08:00:00
The CIO's choices are clear in 2026. Across 87 public SaaS & platform companies, only Infrastructure & Dev Tools (+68.5% 1Y) & Security (+17.6% 1Y) are positive; the other three sectors are down. Category, not growth, separates winners from losers : the market buys the AI stack & sells the seat-priced application layer.
2026-06-29 08:00:00
Anthropic spends 2.3x its payroll on compute — $515k per engineer per year at today's $224k fully-loaded salary. The top 1% of software companies spend $89k, the median $137. Three 2029 scenarios bracket how that gap closes.
2026-06-26 08:00:00
At the application layer, moats are lagging, earned through scale & brand. At infrastructure, capital intensity demands a leading moat at founding.
2026-06-25 08:00:00
The inference market is the largest in software. AI workloads are shifting from synchronous chat to asynchronous, multi-turn agents that run for hours. Sail Research builds fleet-aware orchestration to maximize throughput per dollar of inference spend.
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.
