AI & Software

The State Of MCP

July 2025 Pulse Check

Jul 1 •

Teleoperations era of software

Partial Autonomy Software: Software 2.5

Jun 23 •

Distribution and data flywheels in AI

Shipping minimum viable quality releases to win markets

Jun 16 •

What Is An AI-Native Company?

A combination of Product, Talent, Taste, and Learning Rate

Jun 9 •

AI Startup Defensibility: Evals

Jun 2 •

The Evolution Of Enterprise Software

Systems Of Records And Action Give Way To Agentic Systems

May 26 •

The Parallel Scaling Law for Language Models

Alibaba's Qwen team delivers a new scaling law

May 19 •

Systems Of Record in the AI age: ServiceNow, SAP and Workday

Goal: AI Operating System Of The Enterprise

May 12 •

AI Startups Will Thrive In Adversity

'Platform or die' and business model alignment will make AI spend robust

Apr 14 •

Brand As An Enduring Moat And The Post-MCP World

Branding in enterprise software, value accrual in application software

Apr 7 •

Nvidia: Process Power

Mar 24 •

Building Agents On Data Lakes

Mar 10 •

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