Raphaël Dabadie named the new model: software plus service. Traditional consulting runs sampling. AI transformation needs agents that map everything.
Anthropic writes 100% of its code with AI and Google reacted. Pocock and Huryn explain why: AI productivity is a codebase property, not a model property.
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.
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.
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.
On April 21 Meta installed MCI to record US employees' mouse and keyboard. On May 20 it plans to cut 8,000 jobs. That capture clause is coming to SaaS.
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