"Velocity to market is much more important than the marginal price here... (Anthropic) They're willing to pay a very, very high premium relative to what compute was trading at even last year just to service the customers they've already onboarded." - @wintonARK Watch → 22:34

The velocity of product delivery now hinges on the agentic. It departs from last year's vibe coding and aims to provide a rigorous, instant feedback-to-action autonomous loop that unblocks the most productive engineers, enabling them to deploy solutions anytime and anywhere. On the other hand, a company in the habit of saying no to shipping is not incentivized to deploy such agentic solutions for its employees, since its gatekeeping culture would see such tools as anti-patterns.

claude opus velocity (version gain / 100 days) 4.1 █ 0.13 4.5 ████ 0.36 4.6 █ 0.14 4.7 █ 0.14 4.8 ██ 0.24 5 ████ 0.35 5.5 ████████ 0.83 4 → 4.8 took a year. 4.8 → 5.5 took 4 months.

EXCLUSIVE: Stablecoin payments startup Velocity raises $10M from @Ripple, @Circle and @Visa, extending its Series A to $48M at a $200M valuation, as financial giants back infrastructure connecting stablecoins to existing payment rails.

AI unlocks insane product velocity But so much of it is being wasted. Startups need to spend more time: 1. New sales pitch training - operationalizing how that leads to changes in the sales pitch + training 2. On Acquisition Funnels - the way you’re AB testing marketing funnels to acquire customers 3. Upsell motion - identifying signals in the data to prioritize customers for upsell and getting your teams upsell motion nailed 4. Product marketing - how you’re doing product marketing on a per user basis to drive more engagement and retention And many more