Yirla

05/28/2026

Podcast Episode: The Silent Capital Efficiency Playbook: Why Tech is Trimming SBC and Buying T**e

Pip: Mukund Mohan has been watching tech companies celebrate record revenue while simultaneously handing out layoff notices, and he'd like a word. Mara: This episode is one deep dive — into the financial mechanics quietly reshaping how tech companies hire, compensate, and measure success. Stock-based compensation, AI token economics, and what it means for anyone leading a team right now....

Pip: Mukund Mohan has been watching tech companies celebrate record revenue while simultaneously handing out layoff notices, and he'd like a word.Mara: This episode is one deep dive — into the…

05/28/2026

The Silent Capital Efficiency Playbook: Why Tech is Trimming SBC and Buying T**ens

If you look at the tech landscape right now, something doesn’t add up. Companies like Cloudflare, Wix, and ClickUp are posting spectacular revenue growth and hitting record metrics. Yet, the layoffs haven't stopped. Executives stand on stage pointing at "AI restructuring," leaving thousands of product managers and engineers wondering: If we are winning, why are we shrinking? To understand what’s actually happening, you have to stop looking at the product roadmaps and start looking at public market financial architecture....

If you look at the tech landscape right now, something doesn’t add up. Companies like Cloudflare, Wix, and ClickUp are posting spectacular revenue growth and hitting record metrics. Yet, the layoff…

05/15/2026

Prompt engineering is for amateurs. Agents need learning loops

Everyone is obsessed with prompt engineering. I think that’s already becoming the wrong abstraction. The best enterprise agents won’t win because they started with a better prompt.They’ll win becau…

05/15/2026

Single agents are not enough. You need a team of agents working in parallel

A single AI agent is useful. A team of AI agents working together is a completely different category of software. Most people still think about AI agents the wrong way. They imagine a single super-agent that can research, write, code, analyze, review, and execute tasks end-to-end. That model works for demos. It breaks under real production complexity. What is emerging instead is something much closer to organizational design....

A single AI agent is useful. A team of AI agents working together is a completely different category of software. Most people still think about AI agents the wrong way. They imagine a single super-…

05/14/2026

Speed without learning is just impatience that’s useless

Sometimes speed is just impatience wearing ambition’s clothes. Silicon Valley has always been brutal about the future. Nobody cares what you built ten years ago.Nobody gives you permanent credit be…

05/14/2026

The Digital AI Stack: Why the AI Economy Is Becoming a Full-Stack Industrial System

Most people still use AI like it is a chatbot. That framing is already obsolete. AI is not becoming a feature. It is becoming a complete industrial stack, with its own infrastructure layers, operating systems, orchestration frameworks, application ecosystems, and economic gravity. What cloud computing did to enterprise infrastructure over the last twenty years, AI is about to do to every layer of software, decision making, and digital labor....

05/13/2026

Why SAP and Salesforce won’t die because of AI

AI and LLMS won’t kill Salesforce or most other SaaS. First: Salesforce was never “just” the UI. The UI was the enforcement mechanism for structured data capture. That is different. The real moat w…

05/09/2026

AI Is Killing Product Moats. The New Moat Is Organizational Design

What AI is actually doing to companies beneath the product layer is not obvious to most entrepreneurs. It is not really about recruiting. It is about institutional design becoming the new competiti…

05/08/2026

Translate AI-generated abundance into real economic outcomes

Seeing today’s latest round of “AI layoffs” discourse reminded me of something uncomfortable that I think a lot of people in tech already know, but are hesitant to say out loud. These layoffs are n…

05/07/2026

Why did OpenAI and Anthropic announce services investments to implement AI with PE funds?

The famous “$1 software, $6 services” idea has been floating around Silicon Valley for years. The premise is simple: for every dollar spent on software, companies spend roughly six dollars implemen…