Today’s page takes the first pillar apart, because it is the one with the longest half-life: Claudeforce is not a product story, it is the first at-scale answer to the question of where the boundary between AI and enterprise software finally settles. The market paid +22.6% for that answer in Thursday’s daylight — and then sold three beat-and-raise softw…
Rent the Brain or Build It
Yesterday's page called Wednesday evening a possible catalyst for the next AI leg and named three pillars under it.
