Energy is the AI Bottleneck

AI is hitting a new limit. The real bottleneck is not compute. It is electricity. This breakdown shows why Big Tech is entering the energy markets and…

Dec 3 • 

Kyle Kelly

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November 2025

ChatGPT Can Now Buy Things. Stripe Just Became the Tollbooth of AI Commerce.

How Stripe and OpenAI built the transaction layer for $5T in agentic commerce. A deep-dive teardown with data, charts, and operator insights.

Nov 26 • 

Kyle Kelly

Shopify's Trifecta: How 30%+ Growth, 18% FCF Margins, and AI are Defining Commerce's Next Era

Shopify re-accelerated to 32% growth with 18% FCF margins. Analysis of three compounding flywheels: TAM expansion, payments penetration, and AI commerce…

Nov 20 • 

Kyle Kelly

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Agentic Commerce Will Break the Ad Business

Perplexity’s buying agent is erasing the moments Amazon monetizes. This is the real shift coming to digital demand.

Nov 19 • 

Kyle Kelly

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Apple Just Blinked: And It Might Be Their Smartest $1 Trillion Move Yet

Apple’s partnership with Google’s Gemini AI isn’t weakness — it’s strategy. This breakdown explores how Apple uses the Build-Buy-Partner framework to…

Nov 7

October 2025

Which Cohorts Predict the Future of Your Business?

Cohort analysis isn’t just about looking back. It’s a way to see the future hiding in your data. Learn how to find velocity breaks, the moments when…

Oct 31

Turning Partnerships Into a P&L System

Partnerships aren’t marketing, they’re capital systems. Learn how top SaaS companies measure partner ROI, improve efficiency, and turn ecosystems into…

Oct 29

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AI Protocols Are the New GTM Strategy

The next wave of AI growth isn’t about smarter models. It’s about how they connect. Protocols like MCP, A2A, and ACP are quietly becoming the new…

Oct 28 • 

Kyle Kelly

How to Build Distribution Into the Product

Why the fastest-growing AI companies treat growth as a design problem, not a marketing one.

Oct 27 • 

Kyle Kelly

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Intuit: The Invisible AI Company

Why Intuit built one of the most powerful AI platforms in the world without talking about it. How to identify invisible AI companies before the market…

Oct 14 • 

Kyle Kelly

September 2025

Why Distribution Is the Real Moat in the AI Era

Models can be cloned. Infrastructure is capital intensive. Pipelines, the customer relationships and workflow control, are where defensibility…

Sep 30 • 

Kyle Kelly

The Rowing Playbook: Four Rules Every Operator Should Know

What rowing at 5 AM taught me about building teams that move in rhythm, adapt fast, and win under pressure.

Sep 25 • 

Kyle Kelly

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