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March 2026

Karpathy: Coding Is Dying. The New Skill Is This.
A breakdown of the shift from coding by hand to building systems that work without you
 • Guillermo Flor
The AI Agency Playbook
How to build the next $1T company following Sequoia's and YC's Playbook
 • Guillermo Flor
Decoding Nvidia’s 103 AI-Native Startups: The List Everyone Got Wrong
A deep analysis and reclassification of Nvidia’s 103 AI-native startups reframing the map to show where value is actually moving
 • Guillermo Flor
Sequoia Capital: The next $1T company won’t sell software. It will sell the work.
Why the biggest AI companies of this cycle may look less like SaaS, and more like services firms rebuilt from scratch
 • Guillermo Flor
Ex OpenAI Leopold Aschenbrenner 4 MAIN AI Bets to grow $1B to $5.5B in 1 year
Leopold Aschenbrenner went from writing “Situational Awareness: The Decade Ahead” to building a fund that basically trades the bottlenecks of the AI…
 • Guillermo Flor
Mistral AI Playbook vs OpenAI and their €105M Seed Memo
NEWS!:
 • Guillermo Flor
The Cursor founder just shared where software is going next (and where the money is)
Cursor’s CEO: stop writing code. Start running agent fleets. Here’s what that means for startups and investors.
 • Guillermo Flor

February 2026

© 2026 Guillermo Flor · Privacy ∙ Terms ∙ Collection notice
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