David C

The shift nobody’s talking about: AI infrastructure is eating SaaS Meritech CapitalAI Infrastructure Has Officially Surpassed SaaS — and It’s Reshaping Tech’s Center of Gravity Something major just happened in public markets, and it isn’t getting enough airtime. Acco...

The “software era” is giving way to the “compute era.”

New data from Meritech Capital shows AI infrastructure revenue outpacing SaaS - and the gap keeps widening.

The value chain hasn’t moved downstream yet; it’s still trapped in GPUs, labs, and hyperscalers.

www.linkedin.com/pulse/shift-...

From Mainframes to Mobile to Agents What OpenAI and Anthropic Can’t Tell You Yet We keep trying to read the future from today’s AI chat logs. In 1955, mainframes served the military, then business took over.

We keep trying to read the future from today’s AI chat logs.

- In 1955, mainframes served the military, then business
- In the 1980s, PCs looked like hobby gear, then they ran the office. Same with mobile.

Every platform shift rewrites use cases.

#AI will too.

www.linkedin.com/pulse/from-m...

MCP-native SaaS: when features become servers The Bottom Line If you only skim one AI article today, make it this! SaaS defensibility is shifting from UIs to MCP servers - capabilities any agent can plug into; ship your core features as Model Con...

UI isn’t the moat anymore. Capability is.

I break down MCP-native SaaS—turning features into servers any agent can plug into, and how registries change distribution.

If you run a SaaS, this is the playbook.

What would you ship first as a server?

www.linkedin.com/pulse/mcp-na...

#AIAgents

Boom, Bust, Build: Bubble Lessons for the AI Era Here we go again: AI boom ≠ guaranteed wins. Henry Blodget argues in his Newsletter Regenerator that we are in an "AI Bubble" There are striking parallels between today’s AI boom and prior tech develo...

We’ve seen this movie before. The #AI surge rhymes with past tech cycles - and the punchlines matter for operators and investors.

www.linkedin.com/pulse/boom-b...

Agent Store Optimization (AgSO) How to package, rank, and sell AI agents in the new age of agent marketplaces What is AgSO? Agent Store Optimization (AgSO) is the discipline of taking an AI agent from “demo” to “discoverable, trustw...

Autonomous Agents are everywhere. Sales aren’t.
Meet AgSO - Agent Store Optimization.

How to rank + convert in agent stores: 30s demo, clear scopes, outcome pricing, proof.

Read:

www.linkedin.com/pulse/agent-...

#ai #agents #agso #agentstore #agentoptimization

Agent-first vs. iPaaS vs. RPA - The new workflow automation dilemma There’s no shortage of AI tools; there is a shortage of good choices made early. Start with the lane - Agent-first, iPaaS (Integration Platform as a Service), or RPA/SecOps ( Robotic Process Automatio...

AI Workflow Agents are everywhere. Clarity isn’t.
Here are the three lanes of automation and when to pick each:
• Agent-first for decision-heavy, dynamic work
• iPaaS for reliable data pipes (retries, logs, governance)
• RPA/SecOps for desktop & legacy UIs

www.linkedin.com/pulse/agent-...

The Browser Is Back - but this time for autonomous agents The web browser was originally designed for people to navigate, click, scroll, and search. But agentic AI is flipping that script.

The browser used to be your window to the web.

Now it’s your agent’s command center.

From Perplexity's Comet to ChatGPT's Agent Browser, the AI browser wars are heating up.
But this time, not for humans.
The Browser Is Back – but this time for autonomous agents.

www.linkedin.com/pulse/browse...

Automation Agencies: The New Revolution Behind Small Business Growth A new wave of “automation agencies” are stitching together no and low code tools to cut costs, save hours, and give small business owners back control. Back in the day of digital, small businesses had...

A new wave of “automation agencies” are stitching together no and low code ai automation and productivity tools to cut costs, save hours, and give small business owners back control.
#ai #aiautomation #automationagencies #n8n #makecom #lindyai

www.linkedin.com/pulse/automa...

www.tiktok.com/@r.oh.bee

Intelligent Workflow Orchestration with n8n + MCP Most teams don’t have an automation problem—they have a fragility problem. A form submit hits a webhook, a prompt fires, but if an API changes, the whole flow breaks.

Your automations aren’t broken—they’re brittle.

@n8n = control. MCP = capability.

@n8n + MCP together: reliable, agentic workflows you can ship, audit, and evolve. Lead-to-cash, support, ops—done right.

Intelligent Workflow Orchestration
#n8n #mcp #aiautomate

www.linkedin.com/pulse/intell...

The Rise of the Agent Attention Economy (AAE) In the ArXiv Research Article: “Agentic Web: Weaving the Next Web with AI Agents” (submitted July 28, 2025) researchers from institutions including UC Berkeley and Shanghai Jiao Tong University, intro...

Humans aren’t the only ones with attention spans anymore.

In the Agent Attention Economy, AI agents decide:
- What to buy
- Where to book
- Who to trust

Your next customer might be… a machine.

www.linkedin.com/pulse/rise-a...

Product Managers - Unbundled In an excellent article from Reginald B Simpson, he called out that "AI is unbundling traditional jobs into their component tasks, automating some functions entirely, and creating entirely new categor...

AI isn’t replacing Product Managers — it’s unbundling the role into parts.
- Research? Summarized by LLMs.
- Spec writing? Drafted by copilots.
- Prioritization? Modeled by agents.
- Changelogs? Auto-generated.

What's left?

The high-leverage stuff

www.linkedin.com/pulse/produc...

Reminder: On @bsky.app , there’s no limit to the number of links you can share, and they will receive the same visibility as your other posts 💙

Expand Cost Plus Drugs: Turn Cost Plus from a transparent pharmacy into the first AI-native, flat-fee PBM. AI-native PBM that charges a flat $1 per claim and deploys real-time agents to parse contracts, optimize formularies, and surface the cheapest clinically equivalent drug at the point of care.

Two-way Interactive Voice AI Avatars and AI Replicas aren't just a trend The Future of Human-Machine Interaction We are transitioning from a text-based AI chat - to a new type of two-way video human–machine interaction using voice and video. One that is multimodal, emotion...

AI avatars are moving beyond scripted videos and into emotionally intelligent, two-way voice and video interactions. Platforms like #Tavus and #HeyGen are pioneering AI agents that can see, listen, speak, respond, and connect.

#tavus #charlie #aiavatars #aiagents

www.linkedin.com/pulse/ai-ava...

My favorite:

With AI Coding Assistants, Is Product Management Becoming a Bottleneck? "Over the last year, a lot more of my teams have started to complain that their bottlenecks are in product management and design, because the engineers have gotten so much faster." "For the first time...

With AI coding assistants, Is Product Management becoming a bottleneck for product development and startups? www.linkedin.com/pulse/ai-pro... #ai #aicoding #productmanagment

Affected people need to publicly tell their stories - for others to fully grasp these Medicaid cuts.

Ice raids leave crops unharvested at California farms: ‘We need the labor’ Trump’s immigration crackdown has made many immigrant farm workers scared to go to work

Also what happens to my July 4th price of vegetables and strawberries when they are not picked in California? www.theguardian.com/us-news/2025...

The Hottest Job(s) in the World Right Now The hottest job in the world right now is actually a combination of two roles working together, using AI to identify, design, and implement automation workflow optimization..

#AI Automation is rewriting org charts, and two roles are sprinting to the top:

- AI Automation Engineer – hands-on builder who turns scripts + LLMs into self-running workflows.
- AI Automation Product Manager – AI analyst, strategist and creating requirements.

www.linkedin.com/pulse/hottes...

Welcome to Wrexham Rob McElhenney and Ryan Reynolds run Wrexham Football Club as they try to create an underdog story the world can root for. From Hollywood to Wales, the docuseries tracks their crash course in ownershi...

Some of the best editing in a episodic documentary is in Season 4 Episode 8 of #WelcometoWrexham on #hulu #fx @wrexhamafc.co.uk www.hulu.com/watch/479dcc...

Donald Trump is building a strange, new religious movement The old “religious right” is gone. The new one is weirder — and harder to fight.

Referring to a new ‘’Religious Liberty’ www.vox.com/politics/416...

Why the Product Manager Role is Evolving From Product Manager to AI Workflow Product Manager to AI Strategy Product Leader A few months ago, I shared a post about the rise of a new role: AI Workflow Product Manager is a new product role that...

#ProductManagers are not just orchestrating workflows anymore.

They are designing systems that think, act, and adapt.

But it demands strategy.

The AI Strategy Product Leader is about connecting dots across people and data.
www.linkedin.com/pulse/why-pr...

Is it pure kismet that a Chatmosa host is diving into the world of happiness through podcasting?

We're thrilled to introduce our newly released video podcast feature, making it easier than ever to watch, engage, and create.

1/3

X is down. I want some ice cream. Contact me by Ouija board before it melts. Thanks. #xdown #twitterdown #downdetector #x #twitter #IceCreamAI

Google Flow and Veo 3 Video: The Future of Natural-Language-Driven Video Production This week at Google I/O 2025, the company unveiled Flow, its first comprehensive AI toolkit for cinematic storytelling. Built on the latest Veo 3, Imagen, and Gemini models, Flow brings natural-langua...

This week at #GoogleI/O2025, the company unveiled #Flow, its first comprehensive #AI toolkit for cinematic storytelling.

Built on the latest #Veo3, Imagen, and Gemini models, Flow brings natural-language prompting, physics-aware video generation.

www.linkedin.com/pulse/google...

Ready to go beyond #AI text chat? I’ve just published an article on the next AI frontier: #Voice + #Screen + #Cam —where your AI co-pilot not only speaks and and listens, but also sees your screen and watches your gestures in real time.

www.linkedin.com/pulse/beyond...

#ai #aivoice

Pensive

Great startup idea @carnage4life.bsky.social

There is a new type of Product Manager - AI Workflow Product Manager—a role that's not only emerging, but becoming essential in our AI-driven world.

This new PM role blends systems thinking, automation strategy, and intelligent workflow design.
www.linkedin.com/pulse/new-ro...