https://serverlessvc.com/blogs/ Essays, market research, and AI paper summaries from Serverlessvc.com on AI software, the AI data economy, and building AI businesses. en-us Copyright 2026 Serverlessvc.com Wed, 16 Sep 2026 00:00:00 +0000 Wed, 16 Sep 2026 00:00:00 +0000 1440 Static, hand-maintained https://serverlessvc.com/assets/og-image.png https://serverlessvc.com/blogs/ https://serverlessvc.com/blogs/the-compound-startup-sandwich.html https://serverlessvc.com/blogs/the-compound-startup-sandwich.html Wed, 16 Sep 2026 00:00:00 +0000 Mohinish Shaikh Blog Compound Startups AI Agents Data Infrastructure Own the data foundation below SaaS and the agents above it, and the product surface in the middle stops being a moat. With primary figures from Salesforce FY26 results, the Zylo 2026 SaaS Management Index, Epoch AI inference price data, Gartner, Rippling and Rox, plus four charts, eight tables and the counter-case. https://serverlessvc.com/blogs/alpha-without-prediction.html https://serverlessvc.com/blogs/alpha-without-prediction.html Mon, 14 Sep 2026 00:00:00 +0000 Pragadeesh VS Blog AI Investing Agent Evaluation Quant Research The 2026 evidence on language-model agents in markets. No agent-discovered strategy passed certification once search intensity was counted, a live fleet lost $217,000 across 7.5 million model calls, and the value that survives is breadth rather than forecasting skill. Eleven signal families graded durable, decaying, unproven or illusory. https://serverlessvc.com/blogs/what-if-a-movie-no-longer-needed-to-cost-millions.html https://serverlessvc.com/blogs/what-if-a-movie-no-longer-needed-to-cost-millions.html Tue, 08 Sep 2026 00:00:00 +0000 Serverlessvc.com Blog AI Media Film Economics A line-by-line cost model of AI-native film production, benchmarked against Hanuman Ansh, the Rs 2 crore film that grossed Rs 72 crore. A film is a project management problem wearing an art form's clothes: attack coordination rather than generation and a $10M feature falls dramatically. https://serverlessvc.com/blogs/build-the-environments-not-the-workforce.html https://serverlessvc.com/blogs/build-the-environments-not-the-workforce.html Mon, 07 Sep 2026 00:00:00 +0000 Mohinish Shaikh Pragadeesh VS Blog Market Research RL Environments AI Data Economy Six high-value AI data categories assessed, with one recommendation for a two-person engineering team: reinforcement-learning environments with working verifiers. Includes price anchors, incumbent mapping, jurisdictional constraints, and a twelve-month entry plan. https://serverlessvc.com/papers/automated-alignment-researchers-2026-08.html https://serverlessvc.com/papers/automated-alignment-researchers-2026-08.html Wed, 02 Sep 2026 00:00:00 +0000 Serverlessvc.com Papers AI Safety Alignment Summary of Anthropic's August 2026 paper showing that Claude Opus 4.8 agents can reliably post-train models to mitigate ten alignment failures, generalize to held-out benchmarks and larger models, and outperform ideas from 28 experienced human researchers.