I haven’t been writing a lot for reasons I’ll share below. So when I was invited by Stripe to speak on the SaaSpocalypse as part of their SaaS Platform Leaders Summit, it turns out I had a lot to say. Simple questions were met with word gush as thoughts that had been built up inside my head over the last weeks and months tumbled out.
Writing is synthesis for me, so here’s my attempt to crystallize my view of the SaaSpocalypse.
The crowd was mainly vertical SaaS CEOs so this essay is written as such. But, the LLMs are moving up the stack, so much of this is applicable to Native AI startups as well. — Read More
Daily Archives: May 20, 2026
The Token Economy pt2: The Intelligence Company Gets Built
Some companies are rebuilding themselves around AI. Everyone else is waiting for a lab, vendor, owner, or competitor to do it for them.
Token Economy Part 1 said tokens don’t create productivity. The operating model does.
This week shows what happens next: if you can’t build that operating model yourself, someone will install it for you. — Read More
How Non-Technical PMs Are Building Products Without Engineers
Polymarket launches private company trading so investors can speculate on Anthropic, OpenAI
Polymarket is moving deeper into private markets — and this time, the contracts are tied to companies most investors can talk about, but still cannot actually buy.
The company is launching prediction markets tied to private company milestones, including valuations, IPO timing and secondary-market activity for names like OpenAI and Anthropic.
Nasdaq Private Market will serve as the exclusive resolution data provider, supplying the information that determines whether these contracts pay out. — Read More
OpenAI co-founder Andrej Karpathy joins Anthropic’s pre-training team
Andrej Karpathy, the AI researcher who co-founded and formerly worked at OpenAI and previously led AI at Tesla, has joined Anthropic.
“I’ve joined Anthropic,” Karpathy posted on X Tuesday. “I think the next few years at the frontier of LLMs will be especially formative. I am very excited to join the team here and get back to R&D.” — Read More
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