Chargebee wants a telecom-style standard for AI agent costs
Chargebee's Venet Sashadri argues AI companies can chart revenue but not margin, and that an open, telecom-inspired record standard matters even as model prices fall.
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Anthropic data: Claude guides 26% of its own model R&D
Air Street Capital's Nathan Benaich, author of the ninth State of AI report, argues capability is compounding as AI helps build AI, while access, revenue and security remain uneven.
AI made vulnerability discovery nearly free, breaking security's risk-acceptance model
Joel de la Garza of a16z argues that cheap AI-driven bug-hunting invalidates the risk-acceptance logic of security, yet rejects doom scenarios in favor of sustained patching and precautionary shutdowns.
World bets proof of human, not KYC, will secure agentic finance
Tiago Sada of Tools for Humanity argues real-time deepfakes and a flood of AI agents are breaking online trust, forcing banks to choose between blocking bots and verifying them.
AI video startup reached $25 million revenue on $10 million raised
Jeff Lou of a Cool argues that small, task-specific video models and self-serve demand can build a $25 million business without frontier-lab budgets, even as long-form realism stays unsolved.
AI-era sales quotas double or triple while commission rates shrink
Bardia, VP of sales at Granola and former Fireworks sales leader, argues AI velocity is reshaping quotas, team structure and pay, while enterprise legal reviews still slow deals.
Blitzy says it handles 100M-line codebases by limiting each agent's context
Blitzy field CTO Joe Burn argues autonomous agents can modernize legacy code at enterprise scale, with humans setting direction and compute doing the work, in a sponsored interview.