Davis Treybig
Davis TreybigThinking in public about topics I find interesting in computing infrastructure.
| Platform |  | Pricing | Only free issues | Publishes | Monthly |
|---|---|---|---|---|---|
| Issues | 22 | Subscribers | Read | davistreybig.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Documentation as tool for agents
I was recently vibe coding a wedding website with Replit, and noticed that Replit Agent now includes a documentation step as part of its workflow. After it finishes a task and thinks it is at a checkpoint, it will autonomously decide to upd...
Rethinking the outer development loop in a world of AI-generated code
For the most part, the processes and systems that underpin the way we develop software have not changed for the last two decades. Amidst vast differences in the way we architect software (e.g. the move to the cloud) and the infrastructure w...
Pricing for Abundance in AI
#### TLDR \- I think you can differentiate as an AI SaaS startup by being more expensive and embracing usage based pricing, rather than trying to hide it. This allows you to build reasoning-native features, avoids the need for dark patterns...
State of Foundation Models - 2025
I recently put together an extensive, 100+ slide presentation covering the state of the foundation model market in 2025. You can find it at foundationmodelreport.ai.
Authors
The writers behind this newsletter.
Early stage venture investor at Innovation Endeavors, where I primarily focus on software & computing infrastructure, machine intelligence, and tools for builders (e.g. developers, designers, engineers). Former PM at Google.
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