The traditional definitions of small, medium, and enterprise-scale companies in the SaaS industry are undergoing a fundamental transformation we call "Autonomous Revenue Scaling" (ARS). This phenomenon describes how AI and autonomous agents are enabling companies to grow revenue dramatically while keeping headcount relatively flat, breaking the historical correlation

Dear Satya in Redmond, Hallowed be thy Azure cloud, As Q4 earnings approach and rumors swirl, Grant us the wisdom of continued investment, Even as DeepSeek's whispers echo from afar. Let not the markets tremble, But keep the data centers humming, And the GPUs ever-plentiful. Through forward guidance

The recent emergence of DeepSeek and other state-affiliated AI models marks a crucial turning point in the AI arms race. While public attention focuses on capabilities and benchmarks, a more sinister possibility lurks beneath the surface: the potential for deliberately engineered vulnerabilities and backdoors in state-sponsored AI systems. The Precedent:

Renaissance Technologies | Acquired PodcastThe complete podcast (and transcript!) of Renaissance Technologies history and business strategy.ACQUIRED Hidden Markov Model (HMM) for Trend Prediction I. Conceptual Overview 1. What is a Hidden Markov Model? A Markov model assumes that a system moves between discrete “states” in a chain-like process: the probability

Thoughts On A Month With Devin – Answer.AIOur impressions of Devin after giving it 20+ tasks.Answer.AIHamel Husain The recent Devin review by Answer.AI highlights a critical but often overlooked aspect of AI coding assistants: their maddening unpredictability. While much attention has focused on raw capabilities, the real

Building effective agentsA post for developers with advice and workflows for building effective AI agents Over the last year, everyone in AI seems to be talking about “agents,” a buzzword that promises everything from open-ended autonomy to flexible decision-making across complex tasks. But when you look under the hood of

Consider Warren Buffett and his investment philosophy. Everyone knows him as a value investor—someone who focuses on the intrinsic worth of a business rather than the manic mood swings of market sentiment. Over decades, Buffett built his fortune by buying companies whose share prices dipped below their fundamental worth,

The "Kitchen Table Test" The "Kitchen Table Test" - why every startup's most critical hiring decision happens at home, not in your office... Last year, my heart sank when I got the Sunday night call: "I need to back out. My wife is

https://t.co/dfBFHb7bHA — Kevin Mak (@KevinLMak) November 28, 2024 We’ve long discussed the notion of harvesting volatility in traditional markets—where a firm can, in theory, extract value from its own stock’s excess price oscillations through well-timed buybacks, offerings, and the issuance of derivatives. Yet in the