Google joined the FDE race. Maurizio calls it the rebrand of the 2020s. It's the third label for the same job since 1990. This time the difference is Satya.
a16z argues that GTM software's next-decade value lives in the reasoning layer above the database, not the CRM itself. The FDE hiring spree is the proof.
On May 13 Anthropic shipped Claude for Small Business inside QuickBooks, HubSpot, and Canva. Your martech stack has to justify itself line by line.
OpenAI launched Deployment Co. Anthropic hit $45B ARR. Stripe embeds 1 AI engineer per 20 employees. Prices aren't falling. The delivery stack changed.
Cursor, Devin, and Replit run the same three frontier models. Swap the model and the products keep working. Swap the harness and they break.
Aakash Gupta named the system this week that we already run inside IQ Source: three layers that make a team's past reasoning queryable in 15 seconds.
Farza, Eduardo Ordax and Jaya Gupta posted the same diagnosis in one week: when building costs zero, the only thing AI cannot copy is your company's shape.
Aaron Levie, Gergely Orosz, and Eric Siu published the same thesis in 36 hours: building got commoditized. Owned distribution loops are the 2026 moat.
Anthropic shipped dreaming in agents on May 6. The difference between AI that compounds and AI that plateaus is architectural, not model-driven.
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