Featured

September 2026

How Long Does a GPU Last?

GPU depreciation at hyperscalers isn't about hardware lifespan—it's about accounting timing: chips earn half their lifetime cash in two years but are depreciated evenly over six.

Perspectives

September 2026

The 10 Companies AI Can't Scale Without

As AI infrastructure scales past GPU constraints, supply chain bottlenecks are shifting to memory, power equipment, and data center land—creating 2027-2028 pricing opportunities the market hasn't yet valued.

Perspectives

September 2026

How the GPU Became Collateral

Three years ago nobody would lend billions against GPUs. Now the paper is rated A3 and sits in insurance portfolios.

Perspectives

August 2026

How Matic Got Robots into 10,000 Homes

Seven lessons from Matic's co-founder on their journey building robots that are actually deployed and loved in homes

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Perspectives

February 2025

Three areas of opportunity for AI-powered apps

AI-powered app companies have three key areas of opportunity—vertical/domain-specific software, apps with strong network effects, and certain horizontal software markets—where they can safely create value without facing direct competition from foundation model companies.

Perspectives

February 2025

The rise of the agentic workforce

As more AI colleagues pop up across roles, we’re witnessing the emergence of the “agentic workforce”—specialized AI agents that slot into specific roles within a functional area or vertical, promising to give organizations more leverage in that area.

Perspectives

February 2025

The AI Arms Race: Lessons from product leaders in SaaS and AI

The AI-driven product landscape is evolving at breakneck speed, with leading SaaS and AI companies racing to innovate and outpace each other in a rapidly converging market.

Perspectives

January 2025

DeepSeek and its implications for the future of AI

The recent emergence of DeepSeek has sparked countless conversations about the future of AI, and the Wing team is no exception. Yesterday, the conversation in the office revolved around this topic dominating the zeitgeist. As our founding partner Peter Wagner started, “Let’s look down the road. What are the implications?”

Perspectives

January 2025

AI agents and the future of professional services

The implications of AI agents replacing junior-level tasks traditionally performed by entry-level associates are profound and far-reaching. Let's look a bit deeper.

Perspectives

January 2025

Five lessons in building robust AI agents from coding agents

If you’re a startup founder or builder looking to harness AI and build agents in other domains, here are five lessons from coding’s success—each describing how coding benefits, how you can apply it, and an example in various verticals.

Perspectives

January 2025

The market gap in advanced persistent phishing

Cyber threats are evolving faster than ever, and organizations need to be both vigilant and similarly adaptive to the changing landscape.

Events

January 2025

Transforming medicine: AI applications in biotech and pharma at Wing at JPM

Wing held its 2nd annual invite-only summit for 300 chief-level officers in healthcare and biotech. The event featured discussions led by prominent executives from companies like Genentech, OpenAI, Google, Eli Lilly, and others.

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