AI software development company; portfolio holding of Anti Fund.
- For Startups Facing the AI Safety Uproar, Cybersecurity Looms Larger than Existential Risk
- Rethinking Legacy Data Infrastructure with Eon Co-Founders Ofir Ehrlich and Gonen Stein
- Axios Pro Rata_ Stripe's singularity
- 🏢 AI's data center problem
- 20VC_ SpaceX Buys Cursor for $60BN _ Stripe's $8BN OpenRouter Bet _ Anthropic's First Profit & The Math Behind Reaching $600BN in Revenue_ _ Lovable and Higgsfield Raise Mega Rounds
- Axios Pro Rata_ Luka lucre
- Chasing Trillion-Dollar Companies, Founder Ambition, Token Budgets, and Regulatory Capture with Sarah & Elad
- 💥Fund Performance Benchmarks, How Agent Loops Work, Portfolio Construction, Enterprise Software Playbook & More
“If you look at cognition, if you look at cursor, these are some of the best engineers, software engineers in the world, they're building tools for themselves.”
Source→“Devin Voice — You say it, Devin ships it (110 votes)”
Source→AI-extracted from podcast / newsletter / paper summaries. May contain errors.