AI Is Breaking ARR — The Metrics Smart Founders Should Track
What Changed and Why It Matters AI is moving software from seats and licenses to workflows and tokens. That shift breaks the clean predictability of classic ARR. Across investor memos,…
OpenAI’s $2M token‑for‑equity offer to every YC startup, explained
What Changed and Why It Matters OpenAI is proposing a new kind of startup investment: $2 million worth of OpenAI tokens to each company in the current Y Combinator batch,…
The AI IPO Test: How Markets Will Price OpenAI, Anthropic, and Co.
What Changed and Why It Matters A wave of AI IPOs is building across model labs and chipmakers. The signals are now public, liquid, and loud: prediction markets are trading…