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AgentForce, and How to Win AI Customer Support
$20bn is up for grabs in 2026
Oct 21
•
John Hwang
2
AI bubbles are not evenly distributed
Thoughts on the most hated rally of all time
Oct 20
•
John Hwang
12
OpenAI's Agent Builder and Apps SDK: The Implications (and more)
Reviewing OpenAI's Recent Releases
Oct 8
•
John Hwang
3
September 2025
A Bear Case on "AI Infra" Startups: Modal Labs, Supabase, etc
Making sense of AI infra valuations
Sep 19
•
John Hwang
8
Is Legacy Codebase Your Job Security?
Funny how LLMs haven't replaced coders yet
Sep 5
•
John Hwang
8
Why is Atlassian Buying a Browser Company?
Enterprise Browser Market Will Become a Hot Topic
Sep 4
•
John Hwang
17
Stop treating all AI agents as "one" category
AI agent margins vary wildly depending on what it does... sounds like crazy common sense.
Sep 3
•
John Hwang
4
August 2025
Using AI to Extract B2B Leads from Unstructured Data
With AI, everything can be turned into a data pipeline
Aug 30
•
John Hwang
9
Why Consumers May Never See AGI
The gap between B2B and B2C AI models will increase
Aug 17
•
John Hwang
6
GPT-5: Strategic Implications
Not feeling the AGI? That's not the point.
Aug 7
•
John Hwang
22
OpenAI's Open Source Strategy
OpenAI assures everyone that they care about enterprise AI
Aug 6
•
John Hwang
9
What's Better: AI-enabled services or AI-SaaS?
OffDeal (YC w24) shows that there's money in services everywhere
Aug 1
•
John Hwang
11
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