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Our POVs on everything happening across AI and agentic, how this stuff works, what we’re learning, and where it’s headed.

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AI coding bill Is coming due
POV · AI Industry

AI coding bill Is coming due

For two years the pitch was that AI writes the code so you stop paying for developers. Gartner just put a date on when that trade goes upside down.

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Has Elon finally assembled the AI equivalent of a Royal Flush?
POV · AI Industry

Has Elon finally assembled the AI equivalent of a Royal Flush?

SpaceX buying Cursor looks like consolidation. Stack it against everything else Elon owns and it is the card that completes a closed loop, from orbital solar to your editor.

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The Pakistanis quietly building the machines that replace work
POV · Pakistan

The Pakistanis quietly building the machines that replace work

The country that sells the most human work on Earth is also producing the people building the machines that end it. That is not irony. It is a signal nobody is reading.

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Google renamed its coding tool into the agent era
POV · Dev Tools

Google renamed its coding tool into the agent era. Then I ran out of credits.

Antigravity refuses to be called an IDE. The rename points at something real, and it shipped so rough a paying subscriber could not finish one mission.

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Is YC funding rails for the one thing built to break them?
POV · Venture

Is YC funding rails for the one thing built to break them?

The whole batch is betting agents need plumbing, the way every era before them did. But agentic is the first wave built to break rails rather than ride them.

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The doom-marketing bill just came due
POV · AI Industry

The doom-marketing bill just came due

Anthropic sold danger for two years. Then the US government took the pitch literally and switched Fable 5 off worldwide — and now argues the threat was overblown.

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Is there a model worth killing human creativity for?
POV · Advertising

Is there a model worth killing human creativity for?

The machine can make the ad. The effectiveness data says the part it can’t make — the feeling — is the exact part that was paying you.

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The token bill nobody puts on the slide
POV · AI Economics

The token bill nobody puts on the slide

You’re sold AI by the token. You pay for it by the task — and one popular agent burns ~13,900 tokens of overhead before you type a word.

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10 billion humans — now what?
POV · The HX Question

What are 10 billion humans supposed to do?

Everyone is betting on AI. Who’s investing in humans? The case for HX Design — and building the Human OS for a post-work world.

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Goodbye Planner, Hello Agent
POV · Media

The Agentic Survival Blueprint for Media Agencies

AI agents now do in 10 minutes what a planning team does in two days. The model built on headcount is breaking — here’s how agencies survive.

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Influencer Marketing is Dead — Long Live the Creator Economy
Whitepaper

Creator Economy 2030 — Whitepaper

Influencer marketing is dead. The seven structural shifts reshaping media, commerce and culture by 2030 — and why the winner is the Creator OS.

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Programmatic: The Real Opportunity No One Talks About
POV · AdTech

Programmatic: The Real Opportunity No One Talks About

Strip back the jargon and the real prize was never cheaper display — it’s inverting the $80 billion TV market.

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The org chart lies
How it works

Where a business is quietly losing money

Walking the floor, following the work as it really happens, and pinpointing exactly where time and money leak — before we build a single agent.

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A dial, not a switch
How it works

When should AI act on its own — and when shouldn’t it?

Where to keep a human in charge, where to let the system run, and how to make that boundary explicit, auditable, and yours.

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We said no for 20 years
Story

Why we passed on twenty years of tech fads

The case for waiting until the tools could finally do the work — and what finally changed our mind about agentic systems.

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