The SaaS Moat Didn’t Die. It Moved.
The SaaS Moat Didn’t Die. It Moved. Over $1 trillion was wiped from software company market caps in the first week of February 2026. Not a banking crisis. Not a Fed shock. Just the market quietly upda…
Category: study Archive
Google Just Swallowed the Internet. The Click Is Dead.
Google Just Swallowed the Internet. The Click Is Dead. The search bar used to send you somewhere. Now it does the work for you. Gemini Canvas rolled out to all US users on March 4, 2026. It’s not a ch…
Anthropic Got Labeled a National Security Threat. Then It Hit #1 on the App Store.
Anthropic Got Labeled a National Security Threat. Then It Hit #1 on the App Store. The Pentagon called Anthropic a supply chain risk to national security on February 27. Twelve days later, Claude is #…
Zecheng Weekly | AI Didn’t Kill Any Product. It Killed the Path to Getting Paid.
March 2-8, 2026 The most absurd story of the week isn’t about the Pentagon blacklisting an American AI company. It isn’t about oil prices posting the largest single-week gain in the history of futures…
Zecheng Intel Daily | March 8, 2026 Sunday
Quick Overview AI & Builders: Anthropic refused Pentagon unrestricted access to Claude for autonomous weapons and mass surveillance; Claude hit #1 on the U.S. App Store in 20+ countries simultaneously…
The Tailwind Paradox: AI Killed the Business Without Touching the Product
The Tailwind Paradox: AI Killed the Business Without Touching the Product Here’s a sentence that shouldn’t be possible. “Tailwind is growing faster than it ever has and is bigger than it ever has been…
Google Is Citing Itself — And Your Rankings Don’t Matter Anymore
Google Is Citing Itself — And Your Rankings Don’t Matter Anymore Here’s a number that should make every SEO person stop scrolling. Google’s self-citation rate in AI Mode has gone from 5.7% in June 202…
The AI Company That Said No to the Pentagon — and Why That Might Be the Smartest Move of 2026
The AI Company That Said No to the Pentagon — and Why That Might Be the Smartest Move of 2026 GPT-5.4 just crossed the human threshold on computer use. 75.0% on OSWorld-Verified. Human baseline: 72.4%…
Zecheng Intel Daily | March 7, 2026 Saturday
Quick Overview AI & Builders: GPT-5.4 surpasses the human baseline on OSWorld-Verified (75.0% vs. 72.4%), while Cursor Cloud Agents now autonomously handle 35% of internal PRs — coding automation cros…
The Moat Moved. Most Founders Are Still Digging in the Wrong Place.
The Moat Moved. Most Founders Are Still Digging in the Wrong Place. Two numbers. Sit with them for a second. Cameron Trew: $62K MRR on Kleo, $20K MRR on Mentions. Under 90 days. No VC, no team, moved …