🚀 San Francisco’s AI scene feels less like a tech boom… and more like the opening years of a 15-year industrial revolution.

A founder just came back from the biggest gathering of AI engineers and startups in SF and the patterns are wild:

• Companies with cash are buying old-school SaaS startups just to rebuild them around AI agents from scratch. The playbook: cut costs, rewrite the stack, add agents everywhere, raise prices, repeat.

• Frontier AI labs are starving for real-world usage data. They can see token counts and API calls, but they still don’t fully understand how humans actually wo