Raphaël Dabadie named the new model: software plus service. Traditional consulting runs sampling. AI transformation needs agents that map the whole organization.
Chamath, Yongfook, Berder converged in 24 hours: AI one-shot does not build a business. Edge cases, retention, trust, distribution do not fit in a prompt.
GitHub paused Copilot Pro. Anthropic pulled Claude Code from the $20 plan. xAI parked Grok 4.3 behind a $300 tier. Three vendors, one week, same wall.
Jaya Gupta argues experience is now a tax. Half right. Memory is. Pattern recognition across cycles is the actual moat, and the data confirms it.
Deloitte cut parental leave, PTO and pensions for its Center tier only. Its Workforce Analyzer product sells that same analysis to Fortune 500 clients.
Anthropic prices agent runtime at $0.08/hour and wipes out a cohort of infra startups. McKinsey: 80% of firms still see no AI impact on earnings.
GPT-5 launched at $1.25 per million input tokens. GPT-5.5 costs $5.00 today. 4x cumulative in 8 months while Blackwell Ultra cut inference 35x.
On April 21 Meta installed MCI to record US employees' mouse and keyboard. On May 20 it plans to cut 8,000 jobs. The capture clause is coming to your SaaS contracts.
Lovable leaked source code and Supabase service_role keys from pre-Nov 2025 projects via BOLA. 'Vibe Coding Cleanup Specialist' is a real LinkedIn job title now.
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