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4 articles tagged saas.

Deep Dive

Cursor is losing $32 per Pro user. Here is the math.

The July 2025 apology, the Anthropic-only routing, the $20 plan that buys 225 Sonnet calls. The public numbers tell one story: a price hike

Tony Stark · May 23, 2026
Original

12 SaaS Categories That Won’t Survive the AI Compression

We mapped 12 SaaS categories against an 18-month ChatGPT/Claude/Gemini agent-call compression curve. Calendly, Otter, DeepL, Loom and 8 othe

Tony Stark · May 22, 2026
Original

Karpathy at Anthropic: 3 things this tells us about the GPT-5 timeline

On May 19, Karpathy joined Anthropic’s pretraining team. Six sentences on X, 800K likes, and a clear rewrite of OpenAI’s GPT-5 c

Tony Stark · May 19, 2026
Essay

The AI bubble debate is wrong on both sides: 6 charts and a take

Bears say AI pops in 2026. Bulls say this time is different. Both are pricing the wrong asset. Six data points — funding totals, ARR run-rat

Tony Stark · May 16, 2026