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Issue #14

Friday, May 8, 2026
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All Agents Vertical AI Infrastructure GTM Capital

Why your eval harness is the only moat you have left

Models commoditize. Prompts commoditize. The thing that doesn't is the labeled data, the test suite, and the human judgment loop that lets you swap a model out without losing your customer.

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The CRM is a graph, three companies just figured it out

Salesforce, HubSpot, and a quiet new entrant each shipped relationship‑graph features in the same week. What they have in common, and what they don't.

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Forward‑deployed engineering is the new SaaS sales motion

Palantir wrote the playbook a decade ago. The whole AI category just rediscovered it. Why FDE programs are showing up on every vendor's GTM slide, and which ones are real.

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OpenAI's enterprise pivot, in three slides

The new pricing, the new admin console, and the new SLA. What's different, what's table‑stakes, and the one move that should make Microsoft nervous.

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Vertical AI, who's actually winning, sector by sector

Finance, legal, healthcare, supply chain. A scorecard of who's shipped real product, who's still selling demos, and where the next consolidation wave is going to hit.

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The "agent of agents" problem is real, and nobody owns it yet

Orchestration across vendors, models, and protocols. Why MCP isn't the answer, why A2A might be, and what enterprises are doing in the meantime.

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Inside the CIO's AI budget for FY27

We talked to a dozen CIOs about what's getting cut, what's getting doubled, and the line items they're moving from "innovation" to "run‑the‑business."

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Why model marketplaces keep dying

Hugging Face is the exception that proves the rule. Three failed marketplaces, one observation about what actually makes infrastructure sticky, and what comes next.

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