James Firth

Independent analyst covering AI startup markets, previously equity research associate at Morgan Stanley TMT desk (London) and senior researcher at CB Insights. He writes structured breakdowns of startup databases, funding data, and market signals — no narrative, just measurable deltas.

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1 article by James Firth.

• AI Startup Intelligence

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  Agen AI untuk Coding: Pergeseran Harga dan Argumen Konsumsi

  20 Juli 2026

  Juni 2026: pasar agen coding bergeser dari flat per-seat ke billing berbasis konsumsi. GitHub Copilot, Devin, Cursor, Replit mengubah economics. Cost of autonomy bergeser dari vendor ke buyer.