Parul Singh

makers + builders ↗

AI (Horizontal) · AI Infrastructure · Developer Tools · Venture Capital & Startups

• 7 Days to $100M, 5 Days to Free ↗ 14 Oct 2026
  Decision models—a new AI category that makes bounded choices rather than generating text—launched at $100M revenue in a week, then got replicated for $95 in open-source form within five days, signaling that software commoditization has reached a new inflection where defensibility now rests on integration and operations rather than capability alone.
• Your Harness Is the Product↗ 9 Sept 2026
  OpenAI's ARC-AGI-3 score varies by 37 points depending on the software harness wrapping the model; that gap is now your competitive advantage—and shrinking as vendors commoditize state management and reasoning caching.
• AGI, unevenly distributed↗ 4 Sept 2026
  Software AGI has arrived as of November 2025, but only in coding; the real frontier is verification, not generation. Meanwhile, capability gaps in medicine and security reveal the pattern—models can do the work, but humans haven't scaled to review it.
• Goodnight “Inflection Points”↗ 4 Sept 2026
  The author is retiring the 'Inflection Points' newsletter and transitioning readers to a new weekly format called 'PS on AI' hosted on LinkedIn, featuring AI deep dives and curated industry insights.
• Autonomy is here: now agents just do things too 12 Mar 2026
• OpenClaw cracks the 4 minute mile 11 Feb 2026
• Momentum 9 Dec 2025
• The Moat Problem 16 Oct 2025
• The Barbell Venture Market 30 Sept 2025
• What are non-consensus bets in the AI era? 13 Aug 2025
• How to think better (and faster) with AI 28 Jul 2025
• The Next Billion-Dollar Startups Will Be Invisible Until Series B 22 Jul 2025
• Your AI Cofounder is Waiting 17 Jul 2025
• Falling in love with the problem 8 Jul 2025
• The Power of Prompt Chains 23 Jun 2025
• What the top AI startups are doing differently 16 Jun 2025
• The AI companies that will survive the burn 9 Jun 2025
• The New Engineering Stack 3 Jun 2025
• The Judgment Layer 26 May 2025
• Taste Is the New 10x 19 May 2025
• Beyond Code 12 May 2025
• Compounding in the Age of Generative Software 5 May 2025
• Models move fast. Moats compound. 28 Apr 2025
• The next $10B AI company will own the weirdest data 22 Apr 2025
• The venture model is changing. Slowly—and then all at once. 14 Apr 2025
• Cursor vs. Copilot: a masterclass in embedded AI strategy 8 Apr 2025
• Embedded vs. standalone AI: which one wins? 1 Apr 2025
• The AI Arms Race Isn’t About Models—It’s About Data Moats 25 Mar 2025
• Unfair Advantage 11 Mar 2025
• Chatbots Aren’t Enough: Why AI Agents Need a Whole New UI 11 Mar 2025

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