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Warp CEO on software factories: "it was costing us about $80 per PR"
10 insights: why Zach Lloyd tells small teams to buy subscriptions instead, how Warp grades its own agents' work, and why a factory can propose fixes to…
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Lovable CEO: apps built on Lovable now draw almost 1B visits every month
10 arguments: why the industry is past vibe coding, why Lovable mixes OpenAI, Anthropic and Google models, and why he thinks AI defenses are keeping up…
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100 engineers, and Legora's CTO still calls it way too small
5 takeaways: Why Legora can't see its own agent's work, how buying a law firm could fix that, why partners can't own people, and what AI frees lawyers…
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1.3M signups and 2.5-3x growth a year, mostly self-serve, Cal.com's co-founder finds
9 takeaways: Why Cal.com stopped open-sourcing its full app over AI-era security, why AI rewards the engineer who decides, and an AI agent that booked a…
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Bending Spoons CEO: AI writes 94% of our code, and no good company should be under 70%
10 lessons: Why SaaS multiples assumed 12% growth for 15 years, why cheap code never threatened incumbents, a leverage cap below 3x, and the tax refund…
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Voice AI is only 1% penetrated, Twilio's CEO finds, as shares drop 17% on a clean beat
5 takeaways: guidance that is conservative by design, infrastructure rather than AI apps, businesses that block AI calls, and a product that checks who…
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Tealium CEO: AI agents are 20% of web traffic and convert 38% better than humans
13 numbers: why Jeff expects agents to be half of web traffic within a year, a 6x email open rate from real-time data, a car dealer that tripled…
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A top AI lab pays $240K for build analysis instead of building it — Hermetiq CEO
7 takeaways: why Jake says builds, not code, now slow software teams, his plan to do for Bazel what Databricks did for Spark, a $25B market, $2.2M…
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"We're operating at the rule of 57": ServiceNow CEO on AI-driven growth
3 takeaways: why a 2-cent EPS miss doesn't worry him, the "kill switch" built with Nvidia, and a token-consumption number growing 13x a year
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"Serval is the guardrails": Serval CEO on enterprise AI agents
5 takeaways: why ServiceNow frustration became Serval, why personal AI agents fail inside large enterprises, and why full autonomy is still a moonshot
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Gamma CPO: one finished AI deck takes about 20 models and 200 calls behind the scenes
8 lessons: why the layer around the model does most of the work, why Gamma gets 98% of its value from prompts, and why a slower flow converted more…
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Today's AI spenders are not the cash-burning dot-com companies, says Zeta Global CEO
8 arguments: why Zeta gave up its profits in 2017 to rebuild around AI, how its marketing work grew into Athena OS, and why it still trades at a 70…
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