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News Letter
You’re Not In The Hamburger Business

Anthropic took the enterprise crown today, then raised the meter on the agents using it. Mintlify killed seat-based pricing the same morning. Claude Opus 4.7 scored 90.9% on Harvey's BigLaw Bench while Harvey itself got wrapped inside Claude. This isn't a model war. It's a real estate play.

News Letter
Sully: Brace for impact.

Three frontier labs killed the prompt box this week. Theory Ventures' Tomasz Tunguz killed the inbox the same morning. Jason Lemkin published a job posting for a senior demand-gen executive who would be reporting, in the org chart, to an artificial intelligence named 10K. The unoptimized layer in the loop is the only one that can land the plane.

News Letter
I Am Iron Man
Article
Diamond Hands Are Bidding On Pez Dispensers. The Husks Are About To Run.
Article
What Did You Do Today?
Article
Claw-code Broke GitHub’s Star Record in 24 Hours. Two Engineers Did It on an Airplane. Here’s What That Means for Your Business.

Editor's Picks


Episode 6 – Why the AI Distribution Revolution Will Decide Future Market Leaders

https://www.youtube.com/watch?v=_6R-AF1m0Jo&t=299s The AI gold rush isn’t just about the tech—it's about distribution and trust. If you understand how the most successful businesses harness distribution, you'll see where the real leverage...

May 5, 2026
Episode 6 – Why the AI Distribution Revolution Will Decide Future Market Leaders