The 60% SaaS doom loop, Anthropic’s $30B quarter, AEO as the new GTM playbook, and why half of PMs are in trouble — plus the one-person billion-dollar company arriving in 12 months.

Most teams over-engineer their agent strategy. AI outbound is functionally dead. And Anthropic just posted 21B in net new ARR in a single quarter.

CMOs are now the top AI users. Anthropic built a model they can't release. And why talking to consumers corrupts product decisions.

Dark factories are live. Anthropic hits $19B ARR. Mid-career engineers most at risk. And the $200 unlimited AI subscription has a ticking clock.

The dark factory model is in production. One path left for SaaS. Apple's aggregation play beats building AI.

This week: StrongDM’s dark factory (3 people, 32k lines, no code review), AI coding agents as a supply chain attack surface, and why your website now has two audiences — humans and LLMs.

This week: Rory O'Driscoll's ARPU litmus test for AI, OnlyCFO on why FCF optimization is a trap, and Claire Vo on building an agent org that replaced a contractor.

This week: a16z's two-path mandate for software companies, Anthropic capturing 73% of new enterprise AI spend, and Elena Verna's case that growth is now a trust problem.

Weekly digest covering: Grow 10 or earn 40 (a16z), Revenue durability failing (OnlyCFO), The Lovable Score (Elena Verna), OpenAI's IPO narrative (Om Malik), Karpathy's autoresearch loop, AI inference inflection, AI GTM stack costs. Plus contrarian takes and 5 tactical actions.

This week: Intercom killed $60M ARR to go AI-first and won, OnlyCFO on why most SaaS revenue durability is a fiction, Karpathy's autoresearch loop applied to prompts for $10, and a16z on the Jevons paradox of customer attention.