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Diversified seed investing beats concentration, argues Box Group's David Tisch

David Tisch of Box Group defends his 150-company, low-ownership seed model against a host who once doubted it, arguing larger outcomes and thinner dilution have rewritten venture math.

Published 03 Nov 2026Free

Consumption pricing turns enterprise AI spend into a behavioral problem

Enterprise AI practitioners argue that consumption pricing, agentic workflows and open access make costs unpredictable, so the useful metric is cost per successful outcome, not cost per token.

Published 25 Oct 2026Free

Factory's founder bets no single AI model will win

Factory founder Matan Grinberg on enterprise adoption flipping in 2026, why model independence is the company's core bet, and why code is cheap while constraints are not.

Published 23 Oct 2026Free

Stripe uses AI productivity to build everything, not to cut costs

Will Gaybrick of Stripe covers how agent-driven engineering changes its growth strategy, what agentic commerce still lacks, and why stablecoins and tokens are converging with money.

Published 22 Oct 2026Free