Alp Notes

22 Feb, 2026 The Gross Margin Staircase
03 Feb, 2026 Moltbook: What Happens When AI Agents Get Their Own Social Network
26 Jan, 2026 The CapEx Trap: Capital Efficiency in the AI Era (Part 2)
14 Jan, 2026 The CapEx Trap: Why AI Breaks the Old Rules of SaaS Finance (Part 1)
09 Jan, 2026 LinkedIn Stopped Feeling Human