Shows / Jeremy Hemsworth Weekly Digest
Jeremy Hemsworth Weekly Digest
Weekly digest of the best insights from newsletters and podcasts — AI-generated audio summary covering signal, contrarian takes, and tactical takeaways.
Episodes
- Jeremy Hemsworth Weekly Digest
Oct 14–25 | AI found the bugs · Design partners never buy · Mystery pricing
AI found this month's security holes rather than made them; why design partners never buy; the GTM channels AI can't do; and why nobody can say what AI costs.
- Jeremy Hemsworth Weekly Digest
Oct 11–14 | Speed is fuel, not a moat · Meta's $200B check · Swag got scarce
Speed and brand are fuel, not moats; Meta's $100–200B bet before seeing the model; why headless SaaS is brainless; and swag that works because it's scarce.
- Jeremy Hemsworth Weekly Digest
Oct 7–11 | Agents are the new buyer · Friction is a business model · Muse's eval gate
Agents now drive half of Vercel's new business, businesses built on friction face agents that never give up, and why the proprietary-data moat pays the worst…
- Jeremy Hemsworth Weekly Digest
Oct 4–7 | Agents will eat from both ends · GDP per gigawatt · The "with AI" label
Agent platforms will take a cut from both ends of the sale, a gigawatt is worth ~$65B of GDP, AI pricing moves to usage, and why Figma labels anything AI…
- Jeremy Hemsworth Weekly Digest
Sep 30–Oct 4 | Users will bring their own AI · Old GPUs appreciate · Lab pay
ChatGPT's plugin rev share turns it into a billing layer, old GPUs rent for more than new, Amdahl's law for AI, and why an OpenAI marketing director out-earns…
- Jeremy Hemsworth Weekly Digest
Sep 27–30 | Wanting is the bottleneck · The 30-day upsell · AI take-privates
When doing is cheap, wanting is scarce. Customers are 10x easier to upsell in month one, AI holdcos pay billions to own whole companies, and positioning has…
- Jeremy Hemsworth Weekly Digest
Sep 23–27 | More PRs, fewer ideas · Ads break for agents · LinkedIn CPMs triple
AI tripled pull requests but not ideas. Parag Agrawal on paying publishers when agents skip ads, LinkedIn CPMs up 200%, and Home Depot's Six Sigma warning.
- Jeremy Hemsworth Weekly Digest
Sep 16–23 | Nobody wants productivity · Harvey's margin whiplash · Agent ad war
Amazon's fight with Meta's Muse is really about ads. Harvey's gross margin swung from +50% to −50% and back. And Ben Thompson on why consumers don't want to be…
- Jeremy Hemsworth Weekly Digest
Sep 13–20 | Agents are the majority user · Cap table dead zones · The PM drain
Together AI's CPO says agents are already the majority user of their products. Plus the dead zone in Pulley's cap table, Miro selling at 2.7x revenue after a…
- Jeremy Hemsworth Weekly Digest
Sep 12–19 | The margin is in the cache · Debt gates disruption · App slop
96% of the tokens in an agent session are cached, and that is where the margin lives. Three teams shipped agents this month and disagree on whether users…
- Jeremy Hemsworth Weekly Digest
Sep 10–17 | Velocity beats returns · 800K applications · Tedium was the moat
Bending Spoons made under 300 hires from 800,000 applications. Baylor's CIO on why velocity of capital beats returns. Dario's pacing letter read as an S-1 risk…
- Jeremy Hemsworth Weekly Digest
Aug 16-23 | Open source wins it all - $100K token budgets - Put the data aside
Anthropic out-earns OpenAI for the first time. The real math behind AI TAM: $100K of tokens per engineer. Harvey ships on open weights. And the CEO running…
- Jeremy Hemsworth Weekly Digest
Aug 12–19 | Nobody reads the code · Google's exodus is correct · AEO beats SEO
Google losing Jeff Dean is correct capital allocation, not a crisis. Reviewers have stopped reading the code. Answer engines are 10x bigger than your analytics…
- Jeremy Hemsworth Weekly Digest
Aug 9–16 | Non-founder companies are zeros · The $5M nuclear box · The IC revolt
Jason Lemkin: any company not run by a founder is a zero in the agentic era. Valar Atomics built a $5M part for $400K in six weeks. Only 4 of 320 ICs would…
- Jeremy Hemsworth Weekly Digest
Aug 2–9 | Most agents lack agency · 67% bought zero points · AI wrote a virus
Palo Alto CEO Nikesh Arora says most enterprise agents are glorified workflows. a16z metered an AI loop and found 67% of the bill bought zero improvement. Plus…
- Jeremy Hemsworth Weekly Digest
Jul 29–Aug 5 | Airtable sold at 2.7x ARR · Cursor's $125B trap · Fake engineers
Airtable sold at 2.7x ARR — gross retention, not growth, set the price. SpaceX's uncollared exchange ratio turns a $60B Cursor deal into $125B. Nine Chinese…
- Jeremy Hemsworth Weekly Digest
Jul 26–Aug 2 | Volatility, not leverage · 31,832 PMs, one hire · AI's taste gap
Whatnot hired one PM out of 31,832 applicants, and their CPO says that's the strategy. Risk is volatility squared: why the blowup wasn't about leverage. Nobody…
- Jeremy Hemsworth Weekly Digest
Jul 20–29 | Finished software still pays · The $18T open letter · Layoff trap
A version of Basecamp discontinued in 2010 still makes millions a year in near-pure profit. An $18 trillion coalition letter on open weights, and the one…
- Jeremy Hemsworth Weekly Digest
Jul 18–24 | A million models, not AGI · Agents order now · The guardrail trap
Fireworks' Lin Qiao argues the future is millions of specialized models, not one AGI. Plus: DoorDash's agents are already reordering the basket, Jim Collins on…
- Jeremy Hemsworth Weekly Digest
Jul 13–19 | One agent, zero department · The AI price war · Hitting TAM fastest
Curative replaced a whole department with one agent (12 hours, 20 cents). The AI capability race turns into a price war. Plus the coding TAM ceiling, why…
- Jeremy Hemsworth Weekly Digest
Jul 9–15 | 80% of tokens do nothing · Sports: the anti-AI bet · The trust moat
a16z says the agent economy is rebuilding every management dysfunction — 80% of tokens do nothing. Plus Wix’s Avishai Abrahami on why you won’t vibe-code…
- Jeremy Hemsworth Weekly Digest
Jul 6–12 | There are no moats · Open source ate enterprise · Taste is scarce
Booking's Glenn Fogel: there's no such thing as a moat. Glean's Arvind Jain: 90% of enterprise use cases now run on open source. Ramp's Eric Glyman: the AI…
- Jeremy Hemsworth Weekly Digest
Jul 2–8 | Workforce splits in two · Reality quotient over IQ · Own the outcome
The tech workforce splits in two by how AI treats you; Jonathan Ross on why reality quotient beats IQ; Hanover Park's case that B2B SaaS is dead; and Mike…
- Jeremy Hemsworth Weekly Digest
Jun 29–Jul 5 | Competent is worthless · Coinbase's agent army · deletion wins
Coinbase counts 1,200 AI agents as headcount and fixes the context, not the output. Why competent is now worthless, Pincus on Proven-Better-New, the…
- Jeremy Hemsworth Weekly Digest
Jun 25–Jul 1 | AI is hiring, not firing · the token paradox · extinction events
The first hard data on AI and jobs — heavy adopters are hiring more, not fewer. Plus why cheaper tokens keep raising your bill, Scott Wu on building software…
- Jeremy Hemsworth Weekly Digest
Jun 22–28 | ROI is a redesign problem · open source isn't free · 150-seat cliff
The bottleneck to AI ROI is redesigning the work, not the model. Plus: why "open source" AI is really a Chinese state subsidy, the 150-seat token cliff blowing…
- Jeremy Hemsworth Weekly Digest
Jun 18–24 | Token prices are 10x too high · Models go commodity · Hiding NDR
The CEOs of Palo Alto Networks and IBM say AI token prices are 10x too high and foundation models commoditize within two years. Plus: the 130 percent NDR club…
- Jeremy Hemsworth Weekly Digest
Jun 15–21 | Execution is free now · Own the orchestrator · Mom-and-Pop SaaS
The AI-native operating model: when execution is nearly free, strategy and verification become the bottleneck. Plus the China AI split, Derek Thompson on…
- Jeremy Hemsworth Weekly Digest
Jun 11-17 | Agent ARR is worth 10x SaaS, the AI hangover, Pixar's quality bet
Salesforce pays $3.6B for Fin and the market values agent ARR at 27-30x vs 2-3x for SaaS. Plus the three-phase AI hangover, Gavin Baker on the token path, and…
- Jeremy Hemsworth Weekly Digest
Jun 8–14 | AI is a compiler, not a runtime · Record everything · Franchisee era
Why tokenmaxxing is this cycle’s dumb metric and AI is a compiler, not a runtime; the case that everything you say at work is now recorded; the lean-company…
- Jeremy Hemsworth Weekly Digest
Jun 4-10 | There's no right org - Your eval is the moat - The continuous close
Spotify's Gustav Soderstrom on why there's no right org, Satya Nadella on private eval as the real moat, the death of the monthly close, and why your biggest…
- Jeremy Hemsworth Weekly Digest
Jun 1–7 | Tokens over humans · SaaS reaccelerates · WFH took the jobs
The token-budget war gets a number—Uber's 10% cap vs. Lemkin's 33% bet and "tokens over humans"—plus the SaaS reacceleration, the Anthropic $965B IPO-anchor…
- Jeremy Hemsworth Weekly Digest
May 28-Jun 3 | App layer has no moat - Data gravity is fake - The zeroth world
Two AI insiders make opposite bets on whether SaaS survives the model: Mercor's Foody says the app layer has no moat, Fivetran's Fraser says data gravity is…
- Jeremy Hemsworth Weekly Digest
May 25–31 | You are what you hunt · Lovable's $400M · The 7-day workweek war
Lovable's $400M ARR with 146 people, Jeeves cuts headcount 200 to 140 while 10x-ing revenue, "you are what you hunt," Corgi's 7-day-workweek manifesto, the…
- Jeremy Hemsworth Weekly Digest
May 21–27 | Mission lock or lose it · AI-native double SDRs · The Pope vs SV
Eric Ries on PBC mission lock and Anthropic's long-term benefit trust. Mostly Growth's 1.4M-worker GTM dataset: AI-native companies have doubled SDR headcount…
- Jeremy Hemsworth Weekly Digest
May 18-24 | $1000 disproved Erdos · The cursor layer · BYOT saves SaaS
SpaceX S-1 reveals Anthropic paying $1.25B/month for Colossus 2. GPT-5.5 disproves an 80-year-old Erdos conjecture for $1,000. Anthropic's $1.2M rep packages…
- Jeremy Hemsworth Weekly Digest
May 14-20 | Two companies, 89% of AI revenue · Karpathy goes IC · The studio system returns
Anthropic + OpenAI captured 89% of AI startup revenue. Karpathy joined Anthropic as IC #N. SpaceX targets $1.75T at IPO. Wayve put autonomy in 90% of Nissan…
- Jeremy Hemsworth Weekly Digest
May 11–17 | Your shares don't exist · Cerebras goes vertical · The middle thins
Anthropic told 8 SPV brokers your shares don't exist. Cerebras opened at $350 — IPO window is open. Elena Verna becomes Lovable's first HI-C as the middle…
- Jeremy Hemsworth Weekly Digest
May 7–13 | Tokens > salaries · The first AI take-private · Multiplayer AI
Long Lake's $6.3B AmEx GBT take-private signals the AI roll-up era. Cliff Weitzman: next year tokens will cost more than salaries. Aakash's 10 Laws of Claude…
- Jeremy Hemsworth Weekly Digest
May 4–10 | The most aggressive quarter in capitalism · Anthropic to $1T · Free is dead
The Mag 7 Q1 capex print, Anthropic raising $50B in 48 hours at ~$1T, Eric Ries on why 80% of founders lose CEO seat post-IPO, Becca Lindquist on Clay's sales…
- Jeremy Hemsworth Weekly Digest
May 1–6 | Engineers stopped coding · AppLovin's buyback · Freemium is dead
Tobi Lütke says Shopify's best engineers haven't written code this year. The full mechanics of AppLovin's $50B buyback. Why the SaaS freemium playbook fails in…
- Jeremy Hemsworth Weekly Digest
Apr 27–May 3 | Agents pick Stripe · Atlas up 71% · PE playbook is dead
Agents pick their own SaaS stack and they pick Stripe. The PE software exit funnel collapsed — Medallia is the canary. Big Tech is buying creator media as a…
- Jeremy Hemsworth Weekly Digest
Apr 23–29 | Cash flow minus SBC · Workday's last Workday · Grower vs Harvester
AppLovin's Adam Foroughi names the SaaS metric that strips out the financial-engineering layer. a16z is openly soliciting founders to kill Workday. And a CEO…
- Jeremy Hemsworth Weekly Digest
Apr 20–26 | Discovery is over · Token theater at Meta · Ship in a day
Distribution is the last moat. Token theater at 85K scale at Meta. How Anthropic ships in a day. Plus: ServiceNow beat every number and dropped 18%.
- Jeremy Hemsworth Weekly Digest
Apr 16–23 | Lean capital as moat · Agent operators · UI that teaches is over
Bolt beat Uber raising 12x less capital, the “agent operator” as the real enterprise bottleneck, SAP’s CTO on the death of traditional UI, and why owning model…
- Jeremy Hemsworth Weekly Digest
Apr 13–19 | Compute replaced headcount · Enterprise is 2/3 of AI · Software has no moat
Sundar on compute allocation, the 60% doom loop, Anthropic's structural compounding, and Evan Spiegel's lesson every software company is learning right now.
- Jeremy Hemsworth Weekly Digest
Apr 13–19 | The 60% product must be free · AEO eats SEO · Anthropic’s $30B
The 60% SaaS doom loop, Anthropic’s $30B quarter, AEO as the new GTM playbook, and why half of PMs are in trouble — plus the one-person billion-dollar company…
- Jeremy Hemsworth Weekly Digest
Apr 9–15 | Most teams build the wrong agent · AI outbound is dead · Anthropic pulled ahead
Most teams over-engineer their agent strategy. AI outbound is functionally dead. And Anthropic just posted 21B in net new ARR in a single quarter.
- Jeremy Hemsworth Weekly Digest
Apr 7–13 | Don't ask customers why · Anthropic $30B · Growth always slows
CMOs are now the top AI users. Anthropic built a model they can't release. And why talking to consumers corrupts product decisions.
- Jeremy Hemsworth Weekly Digest
Apr 2–08 | Nobody writes code anymore · ARR is a lie · The $200 plan won’t last
Dark factories are live. Anthropic hits $19B ARR. Mid-career engineers most at risk. And the $200 unlimited AI subscription has a ticking clock.
- Jeremy Hemsworth Weekly Digest
Mar 28–Apr 3 | Dark factories are here · Accelerate or die · Apple aggregates AI
The dark factory model is in production. One path left for SaaS. Apple's aggregation play beats building AI.
- Jeremy Hemsworth Weekly Digest
Mar 30–Apr 2 | Dark factory is live · AI ships the malware · Two website audiences
This week: StrongDM’s dark factory (3 people, 32k lines, no code review), AI coding agents as a supply chain attack surface, and why your website now has two…
- Jeremy Hemsworth Weekly Digest
Mar 27–29 | Double ARPU or it's a feature · Profitability trap · Agent org design
This week: Rory O'Driscoll's ARPU litmus test for AI, OnlyCFO on why FCF optimization is a trap, and Claire Vo on building an agent org that replaced a…
- Jeremy Hemsworth Weekly Digest
Mar 21–27 | Grow 10 or earn 40 · Anthropic owns enterprise · Trust is the new growth
This week: a16z's two-path mandate for software companies, Anthropic capturing 73% of new enterprise AI spend, and Elena Verna's case that growth is now a…
- Jeremy Hemsworth Weekly Digest
Mar 19–25 | Grow 10 or earn 40 · Revenue durability failing · The Lovable Score
Weekly digest covering: Grow 10 or earn 40 (a16z), Revenue durability failing (OnlyCFO), The Lovable Score (Elena Verna), OpenAI's IPO narrative (Om Malik)…
- Jeremy Hemsworth Weekly Digest
Mar 16–22 | Kill your own ARR · Revenue durability failing · Autoresearch loop
This week: Intercom killed $60M ARR to go AI-first and won, OnlyCFO on why most SaaS revenue durability is a fiction, Karpathy's autoresearch loop applied to…
- Jeremy Hemsworth Weekly Digest
Mar 12–18 | Models won't commoditize · The spec comes after · Disrupt or die
This week: why agents make model commoditization impossible, Boris Cherny shipping 30 PRs/day with zero manual code, Intercom killing $60M ARR to survive, and…
- Jeremy Hemsworth Weekly Digest
Mar 10–16 | Weekly Digest
Weekly digest of newsletter and podcast insights.
- Jeremy Hemsworth Weekly Digest
Mar 8–15 | Weekly Digest
Weekly digest of newsletter and podcast insights.