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Models, Models Everywhere
We brought additional data elements into Kilby’s company profiles (company description and CEO compensation, CSGP example below).
Apr 10
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Jonathan Maietta
1
Oil To Stay Above $100
If I’m Iran I would plan to maintain control of the Strait of Hormuz indefinitely as a safeguard against Israel and the U.S.
Apr 9
•
Jonathan Maietta
1
Anthropic's Mythos Model Will Indirectly Accelerate Web3 Adoption
The bad guys will be one step ahead of the good guys as it relates to Anthropic’s Mythos model.
Apr 8
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Jonathan Maietta
1
Venture Deal Sizes Will Shrink All Else Equal
One simply does not need as many people to launch a Software company today given how far LLMs have come on the software engineering side.
Apr 8
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Jonathan Maietta
1
I'll Believe It This Time Around.. Some of It
This March Q earnings season will be the first time that I will believe some of what Software companies tell us when they say they are cutting heads and…
Apr 7
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Jonathan Maietta
1
Many Enterprises Never Optimize AI Deployments because Internal AI Usage Is Low
Many firms don’t know they have an AI optimization problem because not enough employees use LLMs and LLM-powered tools.
Apr 4
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Jonathan Maietta
1
New LLMs Coming in the Next Few Weeks
New LLMs from Anthropic and OpenAI will land between now and June
Apr 4
•
Jonathan Maietta
1
Generate Your Investor Mosaic with Kilby
New /scuttlebutt command quickly generates investor mosaics
Apr 3
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Jonathan Maietta
1
Whoops!
Yes, Anthropic accidently leaked Claude’s source code yesterday.
Apr 2
•
Jonathan Maietta
Claude Code and Codex as Product Development Force Multipliers
If your Product Development organization did not become 100% more productive in 2025 compared to 2024 (as a result of leveraging Claude Code and/or…
Apr 2
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Jonathan Maietta
1
Comp Tables Now Available in Kilby
Prompt: comp table for AAPL MSFT GOOG META
Apr 1
•
Jonathan Maietta
1
March 2026
Weak Q1 Earnings Season for Software
We are likely to see a combination of pre-announcements, weak March Q Revenue, weak bookings and a weak 2026 outlook for many Software companies.
Mar 31
•
Jonathan Maietta
1
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