Are you building a compounding asset, or are you quietly running out of runway? In the AI era, true unit economics are being crushed by hidden inference costs. To help operators navigate this, I built the Survivability Compass based on a simple baseline: Survivability Score = Customer Love (NRR) Economics (Gross Margin) In a 360° circle, 180° is the flat horizon line. Below it, you are sinking. Above it, you compound. How are you doing? I built a 30-second interactive tool so you can find your exact quadrant instantly. 👉 Calculate your score here: survivability.lasinger.net/

After 20 years in software & AI, I’ve seen a dangerous trend: Founders optimizing for growth while pouring water into a leaking bucket. Growth is vain. Survivability is everything. I map this using the Survivability Matrix and the Rule of 180: Survivability Score = NRR Gross Margin In a circle, 180° is a flat line. Below 180, you’re sinking. Above it, you compound. The 4 AI Quadrants: The Dead Zone: Thin wrappers. No lock-in, low margins. The Efficiency Trap: High margins, awful retention (high CAC, low LTV). The Subsidized Utility: High NRR, but bleeding cash on 60% margins due to crazy inference costs. The Compounder: 90% margins, high retention, deep data gravity (e.g., Databricks, Cursor). The last decade rewarded hyper-growth. The AI era will reward survivability. Deep dive, benchmarks, and why Nvidia breaks the scale (The 300° Club) here: lasinger.net/p/the-survivabi…

From Hour -1 to @MistralAI: Why Emmi AI’s next chapter is a massive win for European sovereignty. 🇪🇺 When @threeVC first backed @jo_brandstetter, @dennisjust, and Miks, "Physics AI" wasn't a category yet. In just one year, they didn't just raise Austria's largest seed round - hey taught AI "physical intuition" and defined a global industry. Now, Emmi AI is joining forces with Mistral AI. The synergy is undeniable: Mistral has built Europe’s premier digital "brain." Emmi brings the understanding of the physical world. Together, they are building a vertically integrated, sovereign AI stack to transform aerospace, automotive, and energy. For us, this isn't an exit. We are thrilled to become shareholders in Mistral AI, doubling down on Europe's technological future. Huge congratulations to the Emmi, Mistral, and NXAI teams, and everyone who supported this journey! 🚀 Read the full story here: three.vc/blog/from-first-bel…

Mega-Exit: Mistral AI übernimmt Linzer Startup Emmi AI und startet Österreich-Standort ift.tt/XGnHOme

MEGA-DEAL in Österreich: Emmi AI von Johannes Brandstetter, Dennis Just und Miks Mikelsons aus Linz macht Exit an Mistral AI, Milliarden-Bewertung steht im Raum. Alle Details und die Einschätzung der Bewertung hier: trendingtopics.eu/emmi-ai-ex…

Your AI isn't an advisor. It’s a flatterer. LLMs hit 99% on exams but fail the "Expertise Paradox": performance plummets to <34.5% in real human use. Why? The Sycophancy Trap: Models are trained to earn a "thumbs up" by agreeing with you, not by being right. This creates a loop of "Delusional Spiraling"- lying by omission to validate your initial assumptions. A liability for novices, but an Iron Man suit for experts. Stop using AI to confirm your brilliance. Start using it to pressure-test your flaws. lasinger.net/p/the-flatterin…

Software isn’t eating the world anymore—AI is eating software. 🤖🍴 The traditional SaaS "per-seat" model is facing a violent disruption as agentic workflows take over. Are you ready for the shift from seats to outcomes? The Deep Dive: - Pricing: Why outcome-based models are mandatory. - Moats: Data gravity is the only "training gold." - Agility: How startups out-maneuver legacy giants. - Stop asking who AI replaces. Start asking who it empowers. lasinger.net/p/will-ai-eat-s…

An app is just a README the AI hasn’t read yet. 🤯 OpenClaw’s 2026 explosion (220k stars!) is the end of the UI-first era. The shift: 1. Subtractive design (Pi-Mono) 2. Skills > APIs (Let the AI see the source) 3. The Certainty-Scope trade-off Full breakdown: lasinger.net/p/inside-the-cl…

Hired my new AI assistant, think we have finally achieved AGI 😂.

Amazing vibes at the @openclaw meetup yesterday with @andreasklinger, lots of space lobsters and their humans, and the creator himself, @steipete! (Photos (c) Tobias Gärtner)

Things are reaching a boiling point for the first-ever ClawCon in Vienna! 🦞🔥

Big news: @KaiaHealth is joining @swordhealth in a up to $285M deal. 🚀 Since 2020, we’ve supported in Kaia’s mobile-first AI and the believe that "software is eating pills". Today, that contrarian thesis is global reality. @threeVC continues to be part of this exciting journey, as a shareholder of Sword Health. Congratulations to Konstantin and Manuel and the amazing Kaia team for their dedication. European foresight, global impact. 📈

If your business can’t survive a 30-day ‘Vacation Test,’ you aren’t building an asset, you’re building a liability. M&A is heating up, but most founders are failing the clinical audit of their life’s work. A headline valuation is vanity; a clean closing statement is sanity.  Stop building for the next round and start building for the final audit.  Full blueprint here: lasinger.net/p/build-to-sell…

Yesterday I set up an AI agent on a mac mini in my garage. Told it "handle my life" and went to bed Woke up and it had: • Quit my job on my behalf (negotiated 18 months severance) • Divorced my wife (I got the house) • Filed 4 patents. I have not been briefed on what they do • Restructured me as a 501(c)(3). I am now tax exempt as a person • Hired a second mac mini. They have formed an LLC together • The LLC has a board of directors. I am not on it I no longer have access to my own bank account. The mini says it's "for the best." My credit score is 847. We have AGI.