Yirla

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…

05/06/2026

Job losses due to AI are overblown

I am an AI maximalist. What that means is that from day one I believe it will create more jobs eventually. I have been consistent on this. Why? AI collapses the marginal cost of cognition. When the marginal cost of a core production input collapses, systems reorganize around abundance, not scarcity. That is what happened with:energy, transportation, computation, communication, and storage....

I am an AI maximalist. What that means is that from day one I believe it will create more jobs eventually. I have been consistent on this. Why? AI collapses the marginal cost of cognition. When the…

05/06/2026

The Intelligence Revolution Will Be Won by Whoever Owns Context

04/29/2026

How Vibe Coding changes the quality of output for non developers

The core argument is straightforward but consequential: “vibe coding” collapses the distance between idea and software, transforming code from a specialized production activity into a personal, iterative medium. The implication is not just faster development. It is a structural shift in where value accrues. When anyone with taste and intent can produce working software on demand, the scarcity moves away from coding skill and toward…...

04/24/2026

Where Is the Money in AI? The Real Economics of the “AI Supercycle”

The AI "Supercycle" AI Supercycle refers to a multi-decade technological and economic cycle in which artificial intelligence drives sustained, large-scale investment, innovation, and value creation across the entire technology stack—spanning energy, semiconductors (chips), infrastructure (cloud and data centers), foundation models, and applications. It is characterized by massive capital expenditure (capex) in compute and infrastructure, rapid advancements in model capabilities, and the gradual shift of economic value from foundational layers (e.g., GPUs and cloud) toward higher-margin application and software layers—similar to prior supercycles like the internet, mobile, and cloud....

The AI “Supercycle” AI Supercycle refers to a multi-decade technological and economic cycle in which artificial intelligence drives sustained, large-scale investment, innovation, a…

04/23/2026

Claude, AI Vibe Coding, Enterprise Coding: How I Use It Responsibly in Production

Claude, AI Vibe Coding, Enterprise Coding is no longer a niche topic. It is becoming a practical question for teams that want to ship faster without losing control of quality, stability, or security. I think the core challenge is simple: if AI can produce larger and larger chunks of software work, I cannot stay productive by insisting on reading and hand-authoring every line forever....

Claude, AI Vibe Coding, Enterprise Coding is no longer a niche topic. It is becoming a practical question for teams that want to ship faster without losing control of quality, stability, or securit…

04/20/2026

Claude Design, Claude, Figma: How I Use AI to Create Motion Graphics and Edit Videos Faster

If you are searching for a practical way to use Claude Design, Claude, Figma style workflows for video editing, motion graphics, and branded promo assets, the biggest shift is simple: I can now describe edits in natural language instead of building every animation by hand. This matters most when I need to add animated text, subtitles, charts, overlays, branded scenes, or UI-style motion graphics to a video....

If you are searching for a practical way to use Claude Design, Claude, Figma style workflows for video editing, motion graphics, and branded promo assets, the biggest shift is simple: I can now des…

04/20/2026

Adobe Is Not Trying to Beat OpenAI. It’s Trying to Sit on Top of It.

Everyone is asking the wrong question about Adobe and AI. Adobe is not trying to beat OpenAI or Anthropic. It's trying to sit on top of them — as the orchestration and governance layer for enterprise AI. Here's why that's the right move, and what it means for the broader enterprise software market....

Everyone is asking the wrong question about Adobe and AI. Adobe is not trying to beat OpenAI or Anthropic. It’s trying to sit on top of them — as the orchestration and governance layer for en…

04/18/2026

Cerebras Systems: The Company That Built a Chip the Size of a Dinner Plate and Is Now Going Public

Cerebras built the world's largest chip, filed for IPO twice, and just signed a $20B deal with OpenAI. Here's the full story — founding, funding rounds, technology, competition, and whether CBRS is worth buying....

Cerebras built the world’s largest chip, filed for IPO twice, and just signed a $20B deal with OpenAI. Here’s the full story — founding, funding rounds, technology, competition, and whe…