AI eats the world (Spring 26) [pdf]

kept by eddie may 22

Ben Evans's Spring 2026 deck argues AI is the next platform shift, with models becoming infrastructure and value moving up-stack to apps, workflows, and proprietary data.

the broken economics of databases - by almog gavra
Database vendors charge high prices but earn slim profits because they must recover large fixed costs, constantly innovate to avoid commoditization, and compete against cloud providers who own the underlying infrastructure.
also on Amazon Web Services, #economics, #business-strategy
Amazon Built a Massive Supply Chain for Itself. Now It’s for Hire. - WSJ
Amazon is opening its logistics network to all businesses as Amazon Supply Chain Services, aiming to replicate the AWS model in supply chain management.
also on Amazon Web Services, #business-strategy
forbes.com
Sam Altman's leadership of OpenAI and his aggressive bets on AI infrastructure and products position him as a transformative but controversial figure in technology.
also on Y Combinator, OpenAI, Anthropic, #business-strategy, #ai
Cursor: AI coding agent
Cursor is an AI coding agent that autonomously builds, tests, and reviews code across terminals, Slack, and GitHub while integrating top models.
also on Y Combinator, OpenAI, Anthropic