Newsletter

AI Native companies aren't just competing—they're redefining markets. This week's essential read explores why companies embracing "Opportunity AI" will dominate while those optimizing existing workflows face displacement. The strategic shift: stop asking "How can AI make us faster?" and start asking "What becomes possible when AI acts on future signals rather than past data?" Elsewhere,…

The AI Native era isn’t arriving—it’s accelerating. This week’s standout story: Replit’s explosive growth from $10M to $100M ARR in just 5.5 months, driven by the rise of “vibe coding.” With Replit Agent, natural language becomes the new interface for building full-stack, production-ready apps—no traditional coding required. This breakthrough marks the dawn of AI Native…

This week delivers a landmark moment for AI development as Andrej Karpathy unveils Software 3.0 at YC AI Startup School, fundamentally redefining how we build and interact with software through LLM-powered applications and providing a definitive blueprint for AI-Native Application Modernization. Meanwhile, Google's Gemini 2.5 sets new standards in language model efficiency, Anthropic's multi-agent system…