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Own the Data Loop
The real AI moat isn't the model or the harness, but the data flywheel you build on both
Jul 10
•
Sabrina Albert
and
Vivek Ramaswami
5
1
June 2026
Frontier No More?
Five compounding forces are challenging the centrality of frontier models. Are we at the end of the "model dominance" era?
Jun 18
•
Vivek Ramaswami
,
Sabrina Albert
, and
Caleb Bushner
5
3
Your Vendor Is Your Competitor
Why the frontier labs are aggressively adding services arms and what that means
Jun 5
•
Vivek Ramaswami
and
Sabrina Albert
8
1
May 2026
Remembering S. "Soma" Somasegar
1966 – 2026. A tech titan, a wise mentor, a partner, and our friend.
May 22
•
Sabrina Albert
and
Vivek Ramaswami
4
1
The Vibe Coding Hangover
In a world where anyone can ship anything, product taste and design craft becomes the moat that matter
May 8
•
Sabrina Albert
and
Vivek Ramaswami
9
1
April 2026
From Scarcity To Abundance
What does the world look like when we are no longer compute constrained?
Apr 24
•
Vivek Ramaswami
and
Sabrina Albert
19
1
2
The Price of Tokenmaxxing
Claude’s explosive growth and the real cost of intelligence
Apr 10
•
Sabrina Albert
and
Vivek Ramaswami
13
2
March 2026
When AI Goes On The Offense
AI red teaming and offensive security is having its moment, and just getting started
Mar 27
•
Vivek Ramaswami
and
Sabrina Albert
3
AI Won’t Replace Innovation
Why frontier models will expand opportunity and where and how startups will win
Mar 13
•
Sabrina Albert
and
Vivek Ramaswami
11
1
2
February 2026
Betty Crocker, AI, and Doing The Work
What a cake mix from the 1950s can tell us about AI adoption
Feb 27
•
Vivek Ramaswami
6
1
1
The Price Is Wrong
What the great divergence in public SaaS and private AI tells us about what's happening in the markets
Feb 13
•
Sabrina Albert
and
Vivek Ramaswami
6
1
January 2026
Traditional AdTech is Dead. Long Live AdTech For AI 📣
The rebirth of advertisements and AdTech in the age of AI
Jan 30
•
Vivek Ramaswami
and
Sabrina Albert
11
1
1
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