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The AI market hyperscalers can't reach
Every map of the AI market is drawn from the cloud out.
18 hrs ago
•
Shawn Yeager
The cost of intelligence just hit zero
AI inference fell 1000x in three years. It can't go back.
May 6
•
Shawn Yeager
1
1
April 2026
Every agent in production is a stranger
Microsoft says 80% of the Fortune 500 is running AI agents. Nobody has written the liability model.
Apr 23
•
Shawn Yeager
1
The catalog isn't the market
Agents have the Yellow Pages; they need Google.
Apr 15
•
Shawn Yeager
1
The limit isn't reasoning. It's reach.
Agents can reason about anything. They can only reach what a developer wired up in advance.
Apr 7
•
Shawn Yeager
2
All your zero days are belong to us
A heap overflow sitting in the Linux kernel since 2003 wasn't hidden—it was just never identified. AI found it, and every assumption about old code…
Apr 2
•
Shawn Yeager
1
March 2026
The CLI is the new API
Stripe, Basecamp, Vercel, and Polymarket all shipped CLIs in the past 90 days—not for developers, but for agents.
Mar 27
•
Shawn Yeager
2
2
The real tokenomics
SaaS companies aren't losing to AI. They're losing to a pricing model that doesn't have a word for what an agent costs.
Mar 24
•
Shawn Yeager
2
Too big to fail, again
The banks got too big to fail, then got regulated into staying that way. Is AI next?
Mar 19
•
Shawn Yeager
1
2
Agents need computers, not compute
Apple ran out of Mac Minis. AI agents are why.
Mar 17
•
Shawn Yeager
1
1
Agent-era infrastructure
Add an AI assistant, ship an MCP server, call it done. Most companies are building at the wrong layer.
Mar 10
•
Shawn Yeager
1
3
The MCP ecosystem by the numbers
MCP is the fastest-adopted protocol in AI's history. But the ecosystem it created is built for developers, not agents.
Mar 7
•
Shawn Yeager
2
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