AI Coding Agent Subscriptions: Unit Economics, Pricing, Margins
What Changed and Why It Matters “Agent” finally means something specific in software. It no longer floats as hype. “An artificial intelligence (AI) agent refers to a system or program…
The Distillation Wars: When Your API Quietly Becomes Training Data
What Changed and Why It Matters Your API isn’t just a product surface. It’s a refinery output. Across AI, teams are distilling big models into smaller ones by training on…
AI’s Next Wave Is Physical—Why the Warehouse Robotics Bet Wins
What Changed and Why It Matters Physical AI—robots that can see, understand, and act—is crossing from lab demos into real operations. The fastest path to scale isn’t humanoids on city…