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AI & Technology 11 min read

AI Was Supposed to Accelerate Diligence. It's Killing Deals.

Despite enterprise AI driving significant productivity gains and augmenting platforms like ServiceNow, public backlash escalates into hostility, fueled by economic anxieties and industry rhetoric.

Avi Savar · Apr 20
Episode Guide 10 min read

Episode Guide: AI Was Supposed to Accelerate Diligence. It's Killing Deals.

Explore the growing chasm between public AI anxiety (attacks on Sam Altman) and quiet enterprise gains (ServiceNow's 90% AI-driven customer service).

Avi Savar · Apr 19
Critical Thinkers 12 min read

The 3.5% Rule. NVIDIA’s Niche. Why Most Power Metrics Are Wrong.

New research reveals how a tiny fraction of sustained participation can drive massive societal change, while NVIDIA’s strategy highlights how focused architectural plays redefine economic power. The unexpected interplay of leverage, morality, and...

Avi Savar · Apr 17
Episode Guide 7 min read

Episode Guide: The 3.5% Rule. NVIDIA’s Niche. Why Most Power Metrics Are Wrong.

Explore how 3.5% participation drives social change and how NVIDIA redefines economic power through AI-driven strategies. Unpack the new dynamics of influence and leverage.

Avi Savar · Apr 16
Business Intelligence 11 min read

Anthropic’s 1/4 Cost. OpenAI’s "Double Code Red".

The AI landscape fractures: capital consolidates around efficient compute, and traditional defensibility erodes as development cycles compress.

Avi Savar · Apr 16
AI & Technology 12 min read

The Ghost in the Codebase: OpenAI’s 1M LOC and Meta's Closed Pivot

OpenAI’s Frontier team just built a 1M+ line codebase with zero human code. While Anthropic’s Mythos model finds 27-year-old flaws, human attention is the new b

Avi Savar · Apr 16
Episode Guide 11 min read

Episode Guide: Anthropic’s 1/4 Cost. OpenAI’s "Double Code Red".

Anthropic achieves similar revenue growth at a quarter of OpenAI's training costs, signaling a major power shift in AI.

Avi Savar · Apr 15
Episode Guide 11 min read

Episode Guide: The Ghost in the Codebase: OpenAI’s 1M LOC and Meta's Closed Pivot

The shift to harness engineering: OpenAI builds 1M LOC with 0% human code, Meta pivots to closed-source, and Anthropic's Mythos model finds 27-year-old flaws.

Avi Savar · Apr 15
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