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  1. For a while, AI has been discussed mainly as a product story.

  2. Palantir's gross margin is 81%.

  3. Last week, Moltbook launched.

  4. In Part 1, I argued that AI breaks the traditional SaaS finance model by flipping a core assumption: infrastructure now comes before revenue, not after.

  5. Over the past year, I’ve noticed something odd: most AI discussions barely mention depreciation or CapEx planning, even though AI has sparked the biggest capital spending cycle in recent corporate history, with yearly spending expected to top $300 billion.

  6. LinkedIn has (unfortunately?)