AI MARKET FIT

AI MARKET FIT

What happens after AI kills all knowledge jobs & Mark Cuban's thesis

Anthropic on 50% entry-level disruption. Sequoia on SaaS repricing. And the contrarian “offline” hedge that might win next

Guillermo Flor's avatar
Guillermo Flor
Feb 15, 2026
∙ Paid

In this newsletter I go over:

  • Anthropic’s founder/CEO on why entry-level jobs in Law, Finance, and Consulting get automated within 5 years

  • A Sequoia partner’s take on AI killing SaaS (as we know it)

  • Public SaaS stocks sliding and what that says about moats vs AI

  • What comes after “AGI-level” capability and how to hedge (a real-world angle)


This is the newsletter that surfaces what’s really happening in the AI market before it hits the front page. Every week you’ll get two things—fast:

  1. What’s happening now (and where the money’s headed).

  2. Who’s already building it (so you can invest, partner, or steal their playbook).

Each issue is short enough to read with your morning coffee but dense enough to move your roadmap.

However, most of the content from this newsletter will be only accessible to the paid subscribers.

If you are serious about building or investing in AI, you can subscribe here:

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© 2026 Guillermo Flor · Privacy ∙ Terms ∙ Collection notice
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