Archive - Davis Treybig

Pricing for Abundance in AI

Why usage based pricing can be a competitive advantage for AI SaaS products

Jul 29 •

June 2025

State of Foundation Models - 2025

A holistic overview of everything from model research to product building

Jun 25 •

Synthetic Product Feedback

What if you had a synthetic UXR study, A/B test, and user survey on every pull request?

Jun 24 •

April 2025

AI coding copilots are being universally adopted by PMs & Designers, giving them 10x the agency - but is a code-oriented system the optimal form factor…

Apr 14 •

LLMs as compilers

Recently, there have been a few interesting papers that essentially treat LLMs as a compilers - most notably KernelBench and Sakana’s AI CUDA Engineer…

Apr 3 •

March 2025

ReCaptcha for reasoning

The opportunity for creative business models in AI data annotation

Mar 20 •

February 2025

LLM-Assisted Coding & Feature Dense Startup Categories

I spend a lot of time looking at feature dense startup categories, where in order to compete you must build a massive number of table stakes features in…

Feb 20 •

January 2025

Mechanisms for Test Time Compute

A survey of methods to create inference-time reasoning models

Jan 10 •

December 2024

The AI-Native Product Manager

How AI has disproportionately impacted PMs, and the implications that has on the product function

Dec 20, 2024 •

November 2024

Adwords for Software APIs

Will software copilots & agents become an advertising channel for developer tools & APIs, ala Google Search?

Nov 15, 2024 •

October 2024

All Applications are Becoming Distributed Systems

The shift towards distributed data & compute across client, edge, & cloud

Oct 4, 2024 •

July 2024

UX Design for Agentic Systems

Do tools like Figma solve the core design challenges of AI applications?

Jul 3, 2024 •

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