🌊 The 3 charts that explain the AI race

Ramp data, $19B run rates, and the metric nobody is watching

Mar 5 • Ivan Landabaso

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February 2026

🌊 How SaaS Inverts Into Agents

Six frameworks for the post seat-based software world.

Feb 26 • Ivan Landabaso

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🌊 The 10 Fastest-Growing AI Startups

A data-driven review of who's gaining the most customers right now.

Feb 19 • Ivan Landabaso

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🌊 The $3B Preventive Health Race

Function ($2.5B), Neko ($1.8B), Prenuvo, and the $350M one that died.

Feb 5 • Ivan Landabaso

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January 2026

🌊 The 10 tasks driving Anthropic's $10B run

Where AI value is concentrating (from millions of real conversations)

Jan 31 • Ivan Landabaso

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🌊 Liquidity

The 2026 M&A + IPO window.

Jan 22 • Ivan Landabaso

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🌊 Inference

Where AI revenue shifts next.

Jan 15 • Ivan Landabaso

46

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🌊 Systems of Action

Where power moves when AI becomes cheap.

Jan 8 • Ivan Landabaso

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11

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December 2025

🌊 Hidden Economics of the AI Boom

What Krugman and Kedrosky reveal about AI infrastructure bottlenecks, economic risks, and the real limits of the current AI boom.

Dec 11, 2025 • Ivan Landabaso

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15

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🌊 EU Tech

Europe’s $4T tech economy, funding rebound, deep-tech surge, founder boom, pension-fund unlock, and the EU policy shifts that will define the next…

Dec 2, 2025 • Ivan Landabaso

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November 2025

🌊 Infinite Interns

The ai platform shift: new behaviours, broken workflows, and the rise of enterprise automation

Nov 27, 2025 • Ivan Landabaso

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11

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🌊 Accel’s AI report

Accel Globalscape 2025: $4.1T AI data-center CapEx, 117GW power gap, training vs inference, agents moving to payroll, and Europe competing across the AI…

Nov 12, 2025 • Ivan Landabaso

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