Brian Armstrong cut 14% and rebuilt Coinbase AI-native on the same Tuesday, two days before Q1 earnings. Sam Altman named the pattern: AI-washing.
Andrew Chen and Aakash Gupta said the same thing from different microphones. When building got cheap, deciding what to build became the new scarcity.
Aaron Levie and Daniel Miessler shipped the same diagnosis from opposite angles. Companies that can't describe themselves won't get value from AI.
Microsoft Agent 365 went GA on May 1 at $15 per user per month. Same day, GitHub Copilot doubled the Claude Opus 4.7 multiplier from 7.5x to 15x.
Raphaël Dabadie named the new model: software plus service. Traditional consulting runs sampling. AI transformation needs agents that map everything.
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.
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.
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.
Deloitte cut parental leave, PTO and pensions for its Center tier only. Its Workforce Analyzer product sells that same analysis to Fortune 500 clients.
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