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How Repl.It 25x'ed ARR to $100m in <1year
When we talk of “vibe coding movement” success stories, Repl.It is not mentioned enough. Its CEO just announced its ARR grew from $4m/yr to $100m/yr since its mid 2024, when it launched Replit Agents - which is used by many as vercel v0 + cursor, but for building full stack.
So how did Repl.It pull ...
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AI Infra Companies Are Coming for Verticals
AI Infra Companies Are Coming for Verticals
How long will Vertical AI and Infra companies stay frenemies?
It’s a running joke in enterprise software that AWS will eventually launch a product that competes with you—just give it time.
But in AI, you don’t need time. Infra-layer startups can go from he...
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Omnipresent Vibe Coding - Implications
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Vibe coding is about to become omnipresent. On Claud...
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Did OpenAI Just Kill Glean?
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In ChatGPT, you can now do “Deep Research” across all your private documents in Google Drive, Dropbox, etc, with data connectors and MCPs. Previously, ...
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Why Selling AI Automation to Hedge Funds Is Hard
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One of the most difficult markets to sell AI to is t...
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How to Sell AI Consulting at High Margins
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99% of AI consulting shops (and vertical AI) t...
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Distribution is not a "moat" in AI
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Lately, it’s become trendy to say: “Code is no longer the m...
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ChatGPT Agent Mode, and "Vibe Automations"
Each month, this newsletter is read by over 45K+ operators, investors, and tech / product leaders and executives. If you found value in this newsletter, please consider supporting via subscribing or upgrading. This helps support independent AI analysis.
OpenAI just released a new agent (“Agent Mode”...
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How to Monetize AI Agents: Lessons from Cursor's Pricing
How to Monetize AI Agents: Lessons from Cursor's Pricing
AI agent monetization phase has come sooner than expected
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Don't Sign Long Term AI Deals
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For heaven’s sake, stop freaking signing multi...
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OpenAI's Open Source Strategy
OpenAI just released two open-weight models—gpt-oss-120b and gpt-oss-20b—after months of anticipation (you can try them here).
That means anyone with a MacBook Pro can run a O3 (mini)-level model locally: no Internet connection required.
That’s a big deal, so let’s talk about the implications: what ...
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What's Better: AI-enabled services or AI-SaaS?
What's Better: AI-enabled services or AI-SaaS?
OffDeal (YC w24) shows that there's money in services everywhere
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GPT-5: Strategic Implications
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Why Consumers May Never See AGI
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Synthetic Data Generation Using the VLM-as-Judge Method
Table of Contents
- Synthetic Data Generation Using the VLM-as-Judge Method
- Configuring Your Development Environment
- Set Up and Imports
- Downloading Images Locally
- Using Qwen as VLM-as-Judge
- Converting the JSON File to the Hugging Face Dataset Format
- Inspecting the Dataset
- Pushing the D...
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Meet BLIP: The Vision-Language Model Powering Image Captioning
Table of Contents
- Meet BLIP: The Vision-Language Model Powering Image Captioning
- What Is Image Captioning and Why Is It Challenging?
- Configuring Your Development Environment
- A Brief History of Image Captioning Models
- The Rise of Vision-Language Models (VLMs)
- What Is BLIP?
- BLIP vs. Trad...
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Systematic LLM Prompt Engineering Using DSPy Optimization
The field of applied AI, which typically involves building pipelines that connect data to Large Language Models (LLMs) in a way that generates business value, is evolving rapidly. There is a large and growing array of open and closed source models for developers to choose from, and many of the lates...
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Why Science Must Embrace Co-Creation with Generative AI to Break Current Research Barriers
GenAI in science: The unexploited opportunity
Over the past twenty years, I have lived through two very different careers. I began in academic research, starting with a PhD in organic chemistry, then gradually moving into pharmaceutical sciences, exploring parts of biology and even physics. Like man...
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How to Benchmark Classical Machine Learning Workloads on Google Cloud
Why Classical Machine Learning Still Matters
In an era of GPU supremacy, why do real-world business cases depend so much on classical machine learning and CPU-based training? The answer is that the data most important to real-world business applications is still overwhelmingly tabular, structured, a...
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Google’s URL Context Grounding: Another Nail in RAG’s Coffin?
URL context grounding can be used stand-alone or combined with Google search grounding to conduct deep dives into internet content.
What is URL context grounding?
In a nutshell, it’s a way to programmatically have Gemini read, understand and answer questions about content and data contained in indiv...
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