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Lenny Rachitsky shares Dan Shipper's bullish prediction on SaaS stocks and reflects on his accurate AI predictions from a year ago, including the underappreciated rise of Claude Code.
Tech fund giant Gavin Baker analyzes the AI bubble from a unique perspective, arguing that current AI infrastructure is backed by cash flow and GPUs are operating at full capacity, unlike the 2000 internet bubble, and that TSMC's capacity constraints are key to preventing the bubble from collapsing.
Dan Shipper, CEO of Every, advises buying SaaS stocks, arguing that most people won't do 'vibecoding' for building own apps due to the difficulty of maintaining software.
a16z's Charts of the Week highlights a surge in Codex installs and analyzes how hyperscalers like Amazon and Google are generating massive 'other income' through tech investments, notably in Anthropic.