Stephen Messer · Co-founder, Collective[i] & Intelligence.com. Co-founder, LinkShare (sold to Rakuten, $425M). EY Entrepreneur of the Year and 2x Deloitte Fast 50 Winner. Board Member, Spire Global (NYSE: SPIR). Join Intelligence.com Harvey just closed at $15.5 billion. Its ARR quadrupled from $100 million to
🎙️Will AI make us healthier? With Dr. Peter Fleischut & Dr. Pierre Elias 🗓️ Tomorrow, Sept 17 at 2:00 PM ET. Reserve your spot Two diseases have outlasted every generation of medicine we've thrown at them. Heart disease. Sickle cell. For decades, doctors could only catch them once
Your buying committee: 11 people, 11.5 months to close. Your AI-first rival: one person, one week, same decision. The gap isn't the tool. It's the committee that used to be your insurance policy and is now the anchor holding your company underwater
Every AI brain coming into service is smart, capable, and neutral about you. Confuse neutral for friendly and you get mauled. This week's headlines are the first big lesson.
AI can now predict a deal, write the email, route the work, and brief the executive. There is one move it cannot make, and it is the move that decides who wins when everything else is equal. A phone call between two people who trust each other.
Thirty years of pattern recognition built your career. A machine that always agrees just amplified that same instinct at machine speed. Great instinct plus total agreement is the largest error multiplier ever handed to a senior executive.
Every prior tech bubble was funded by venture capital alone, and broke when VC ran out. This one isn't. Big Tech alone is spending $725B on AI in 2026, more than four times what all of venture capital deploys in a year. That single fact ends the bubble argument.
One Person Plus a Hundred AI Agents Beats a Hundred People Plus None. That Is How Ukraine Took the Eastern Front. It Is How Wiz Reached $32 Billion in Five Years. Here Is the Playbook. And the One-Question Test That Reveals Whether Your CEO Gets It. Part Two of Two.
Ten Ukrainian Drone Operators Demolished a 16,000-Troop NATO Force in Half a Day. The Same Pattern Is Already Inside Every Industry You Invest In. Most CEOs Still Cannot See It. Part One of Two.
Anthropic Just Crossed $65 Billion in Annualized Revenue, up Sevenfold in a Year. AI Works. Bubble Talk Is What Missing a Revolution Sounds Like. This Is the Planning Tool for People Who Have to Allocate Real Capital Before Consensus Catches Up.
Andreessen's fund raised $15B in January — 18% of all US venture dollars that year. BlackRock manages 767 times more. Blackstone, 1,000 times more. Every sector these giants touch is now a tech sector. This is what happens when a small niche called venture capital collides with the whole economy.
The oldest rule in venture was bet on the jockey, not the horse. Something changed. The biggest funds, now $235B in combined AUM, have quietly become investment trusts, paying up for access to founders who already made it, running the exact playbook J.P. Morgan ran on the railroads in 1901
Elon Musk ran five industries with one playbook. Payments, cars, rockets, social media, brain implants. It worked four times. It broke once. In the one place he had a mandate, a budget, and no real authority to delete anything. Jon McNeill wrote the playbook down. He also ran it inside
Opinion
Wall Street calls it a bubble because the money moves in a circle: Nvidia into OpenAI, OpenAI into Oracle, Oracle into Nvidia. This is the third time a tech industry has run this experiment. AOL was the first. WeWork was the second. Here is what's actually different this time.
Opinion
Two mega-trends land the same year. One ends privacy for anyone in public life. The other makes wiretapping impossible forever. Both reshape society more than the AI everyone still writes about — and neither has entered the conversation yet.
Opinion
Two respected CEOs spent July 2026 running the same play: build a wall around your data. Both are selling the wall. But only 10% of what makes you competitive lives inside it. The other 90% is externality — visible only at network scale, invisible from behind their walls.
Opinion
Every personal social network evolved. Every messaging app evolved. Only professional networking is still a résumé site with feeds glued on top. That ends now, and it changes how anyone with a network gets to use it.
Opinion
Every AI debate is stuck at the model layer — bubble or not, whose benchmark wins this month. All interesting. None of it decides who owns AI. The real fight is one layer up: whoever owns the orchestration layer gets the next twenty years.
Opinion
The debate over the AI data center buildout has been about whether OpenAI, Anthropic, and Oracle can generate enough revenue to justify what they are building. That is the wrong question. The right one is what a stockpile of general-purpose GPUs is worth if one island stops shipping chips.
Opinion
Spire Global started with a question most people in the satellite industry considered absurd. What if a satellite could be the size of a wine box, cost $200,000, and do more than the ones that cost a billion dollars? Here is what happened next.
Opinion
Most companies apply AI to what they already do. The ones who win ask whether what they're doing should exist at all. The sales forecast is the perfect place to start.
Opinion
Part 1 made the case for urgency. Part 2 covered the people problem. This part is operational. Not philosophy. What the companies pulling away are actually doing, and how to start.
Opinion
Part 1 made the case for urgency. This part is about who you put in charge of it, and why most companies get that decision backwards.
Opinion
There is a sentence moving through boardrooms right now that sounds like wisdom and functions like a trap. "We are taking a responsible approach to AI." It gets nodded through. And it is the most expensive position a company can take right now.