HeyJaredThe AI Frontier
Lessons from building an AI product at RunLLM and the latest AI research at Cal.
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- Sep 3, 2026
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LLMs are becoming commodities (opens the original)
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Apologies for missing a couple weeks of posts. Things have been a little crazier than expected! With the GPT-6 announcement today, we immediately thought of two things. First, the model matters less and less than the application of the model. The frontier labs seem to be increasingly focused on the best models for particular applications (which we posted about recently). That reminded us of a post of ours from 2.5 years ago, which we feel is more relevant than ever.
Model inference, model products, and AI applications (opens the original)
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This is the last repost of our summer break from the blog. Back next week with a new post!Ramp published a report this week showing that there is comparatively limited usage of Fable, while Opus’ usage has jumped very quickly. Simultaneously, with the flood of open-source model releases, we’re hearing more and more about teams interested in domain-specific post-training. That reminded of us this post from last year: The direction an increasingly intelligent and abstracted model goes in might be
The SaaS Extinction Test (opens the original)
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Apologies for the unplanned summer pause for the last couple weeks — Joey’s been on family vacation and Vikram had his first kid. We’re slowly getting back online.With the news of Airtable’s acquisition this past week, analyses of the previous generation of SaaS companies have started flying around the internet. Our opinions haven’t changed dramatically, so we thought we’d bring back this post from 6 months ago.Stay tuned — we’ll be ramping back to regular content in the next couple weeks!Projec
Can you know if coding agents are worth the cost? (opens the original)
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A recent theme in our conversations with VPs of Engineering has been a concern about (and perhaps a mild skepticism about) the cost of tokens being sunk into coding agents. A VP of a team of ~100 engineers said to us, “We’re spending about five figures a month on coding agents. I think it’s making the team more productive overall. I’m not sure, but I think.”As concerns about coding agent overuse, budget overruns, and the ultimate impact on productivity mount, we’ve found ourselves wondering abou
Data is your only moat (opens the original)
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In the post-holiday catch-up, we didn’t have a chance to get this week’s post together, so we’re bringing back our favorite post so far from this year which breaks down how problem complexity and ease of adoption affect business growth. With new model releases flying at us in the past few weeks, understanding where on this 2x2 you fall is more important than ever. Theoretically, we should have a stellar AI agent for every problem in our lives by now. The talent is there, the capital is certainly
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