Guillermo Rauch bets Vercel on software nobody can read
As Guillermo Rauch turns Vercel over to autonomous coding agents, the flood of unverified software trades known development bills for hidden security debt.
By Daniel Okafor ·
cloud computing — Lorien Times
Aravind Srinivas sells an SMB boom that local silicon cannot ship
Perplexity founder Aravind Srinivas pitches autonomous agents and local chips as an economic savior, but offloading data-center compute onto small businesses creates operational fragilities no solo operator can survive.
By Nikhil Raghavan ·
AI's New Value Frontier: Why Loops, Not Models, Build Moats
The next wave of value capture in AI will shift from raw model intelligence to sophisticated application layers and automated business loops.
By Klaus Berger ·