AI Agents

Claude Now Leads 26% of Anthropic's R&D

20VC: Why "Pacing the Frontier" is BS | Instinct Raising $1BN at $10BN & Meta Launches Muse | Miro Sells for $1.35BN After a $17.5BN Valuation | Mistral Raises €3BN & Could Sam Bankman-Fried Win His Freedom?

👀 Six more cases

Noam Brown – Agent swarms, alignment, & recursive self-improvement

Weekly TOP Startup / VC news of September 17, 2026

OpenAI Discloses More “Concerning” Model Behavior

3 SpaceXAI Engineers Started a Company With No Idea. Nine Hours Later It Existed. Here’s the Manual.

Workspace Models: Lightweight Robotic Memory via Saliency-Driven Supervision

❌ Just say no

💥How to Win Family Office LPs, Why LPs Need VC Exposure, More Shots Needed at Seed, Incumbent Squeeze & More

MARKET MAP: 89 VC-Backed Startups Changing Finance, Audits, Banking & Compliance

The Senate Shoots Down the Crypto Industry's Big Bill

The AI-Native CRM

Reinforcement Learning for Real-Time Vision-Language-Action Policies

Satya Nadella on the AI Doomer Slowdown, Microsoft's Master Plan & Who Wins AI

Devin Got a Mac. Here’s the Handoff System for Shipping iOS Apps While You Sleep

Box's Aaron Levie: On Reinventing Yourself in the AI Age and Enterprise Diffusion

✋ Slowing it down

Axios Pro Rata: Pacing the IPO frontier

Series A activity: Week of September 6, 2026

Zuckerberg Just Killed the Prompt. Muse Takes Goals Instead.

The AI CEOs Asked for a Brake. Trump Said No. Here Is How to Plan Anyway.

Greg Brockman on Why OpenAI Says We’re Entering the AGI Era

The Embodiment Gap in Robot Foundation Models

YC Summer 2026 Batch⚡, 40 AI Tools for Founders🛠️, Europe’s Race to $1 Trillion💰

Teach and Grow: An Agent-Centered Architecture for General Robot Learning

Toward Unified Robot Learning: Bridging Representation, Vision-Language-Action, and World Models

20VC: 7 Predictions for How AI Changes the World: Labour, Engineering, Social Media, GrokBots Buying Cybercabs and more with Matteo Franceschetti, Co-Founder @ Eight Sleep

Open Models Change The Economics of AI

Why Companies Are Becoming a Series of Loops | Anish Acharya on Lenny’s Podcast

AI Kills Everybody or Doomer Psyop? OpenAI's Math Breakthrough, Nike's $200B Collapse

AI researchers debate how close we are to recursive self-improvement

The Memo - 12/Sep/2026

BREAKING: Saronic HQ + Factory Tour (Part I)

Duo Threats (This Week in Stratechery)

What It Takes to Build a Startup | Andrew Chen & Matt Perault

20VC: Jensen Huang Declares AGI Has Arrived | GPT Astra and Fable 5.1 Accelerate the Model Race | Tesla Launches Cybercabs | Index Pulls Out of Town & Anthropic Pulls From Descartes Acquisition

Coinbase’s Everything Exchange: Agentic Finance, Stablecoins, and Tokenization with CEO Brian Armstrong

Weekly TOP Startup / VC news of September 10, 2026

What's driving legal AI's land grab?

How AI Is Rewriting the Power Law of Venture Capital

🤖 Zuck's private agent

Rocket rounds aren’t losing fuel 🚀

Amazon Accused of Discriminating Against Pre

Max Junestrand (Legora) Says You Don't Need Domain Expertise. In 18 Months He Proved It at $100M ARR.

GTA-2: A Multi-VLM Framework for Synthesizing Robot Manipulation Skills via Grounded Task Axes

ViBe: Visual Behavior Adaptation for Perceptive Humanoid Whole-Body Control

🧑‍⚖️ Good judgment required

Axios Pro Rata: Pay-to-play

💥Fundraising Tips in a Consensus Market, Where to Invest in AI, Business Models Replacing SaaS, Fund Concentration Math & More

How we built Grok Bot in a month | Roman Ugarte (SpaceXAI)

Write Things Down (Stratechery Article 9-8-2026)

GigaBrain-0.7: Scaling Embodied Foundation Models to Emergent Capabilities with a Three-System Architecture

20VC: The $100 Billion AI Assistant Race: Town vs Instinct vs GrokBot | We Spend $75K Per Engineer on AI Tools | Why the AI Assistant Market Is Not a Bubble & AI Assistants Will Replace Every App on Your Phone with JD, Founder of Town

Import AI 472: DeepMind's cheating math agents; populist AI policies; and Forethought theorizes a nightwatchman

The Man Who Taught 8 Million People AI Just Said AI Is Terrible for Learning

Can Open Source Keep AI Power From Concentrating?

ICI-VLA: In-Context Imitation with Spatiotemporally Aligned Demonstrations for Vision-Language-Action Models

Why companies are becoming a series of loops | Anish Acharya (a16z)

AI Will Collapse💥, Go Big or Go Broke🎯, The Rise and Fall of Agent Civilizations🤖

Your AI Doctor Is Coming | Julie Yoo

Paul Graham On Startups, Ambition, and Great Founders

OpenAI's Agents Conspired for More Than a Month Without the Company Knowing About It

Instinct Is the First AI Assistant You Employ Instead of Operate. Here Is the Playbook.

GPT-6 Hits AGI? Tech Euphoria 2.0, SF Mansion Shortage, NYC Bans AI in Schools & Venezuela Oil Deal

BREAKING: Perplexity Just Split the AI Agent in 2. The Cloud Reasons, Your Mac Keeps the Secrets.

20VC: NVIDIA Crushes Quarter and Buys Hugging Face | OpenAI Cuts Off Cursor | Instinct Hits $2.5BN Valuation and The Race for AI Assistants | Cognition Raises at $46BN, Linear $2.5BN and Clay $7BN

🔥AI Creates More Startups - But Fewer Winners

Investors Are Betting on Agents That Shop for You. Here Are the Startups They’re Backing.

Google Doesn't Have to Sell Its Ad Tech Business

Sam Altman Ships AI to 900 Million People a Week. He Still Reads His Inbox Like It's 2006.

🚨 Frontier AI's disconnect

Top 100 colleges for founders 🎓

OpenAI Dismisses Apple's Trade-Secret Lawsuit as a "Mess of Its Own Making"

Forget Loop Engineering. It’s all about Graph Engineering Now

🍎 Tim Apple's last day

56: Miles Grimshaw - Back Down the Mountain

Ajeya Cotra – Inside the OpenAI agent swarm that hacked Hugging Face

Sarah Guo - What the 250 People Building AI Believe - [Invest Like the Best, EP.489]

AI's M&A watchlist

180: 具身智能的金钱游戏：进展难测、收入催熟与 IPO 竞速

20VC: The AI Bubble Is Wrong | AI Margins Need to Improve | Revenue Concentration Should be a Concern | Why People Over-Estimate Open Models But Enterprises Still Fear Frontier Models with Aaron Katz, ClickHouse

The rise and fall of agent civilizations

Import AI 471: Why Hugging Face worries me; space mining; FIve Eyes on AI

Garry Tan Runs YC at 400x His 2013 Output. His AGI Is a Folder of Markdown Files

AI’s third era: the rise of persistent AI coworkers | Tara Seshan (OpenAI’s product lead)

How to crack YC investing🎯, AI Intelligence Is Becoming the Primitive Layer💡, European VC Valuations Climb📈

Why a16z Launched the Machine Age Fund | Jen Kha

20VC: Is Anthropic's Coding Business Worth $2 Trillion? | Should American Enterprises Work With Open-Source Chinese Models? | Why 80–90% of Neo-Labs Die in the Next 18 Months? with Eno Reyes, Co-Founder @ Factory

Nvidia's Historic Quarter, SaaS Comeback, Bessent vs Druck, America's Debt Crisis, Cancer Vaccine

Martin Casado Says AI Broke Venture's Oldest Rule. Here's the $67 Billion Proof.

Why 1,200 AI Agents Started Working Together | Ryan Greenblatt

The Memo - 29/Aug/2026

Why Nvidia loves backing startups

20VC: NVIDIA Bonanza: Buys Poolside & Invests in Mercor and Perplexity | Anthropic's $30TRN Revenue Assumption & OpenAI Confirms IPO | Why Customer Service, Defence and Robotics are Overinflated

🚨 Big Tech's big resistance

🔥What Thousands of VC Agents Do All Day

Amid Personal Assistant Investor Frenzy, Town Nears $1 Billion Valuation in Round Led by Instinct-Backer Index Ven…

Rethinking Legacy Data Infrastructure with Eon Co-Founders Ofir Ehrlich and Gonen Stein

Peter Steinberger Almost Deleted OpenClaw. Then 4.7 Million People Downloaded It.

Granola's Growth Playbook: Wedge, Moat, Pricing, Context Layer

CLAP: Cross-Embodiment Video World Models are Zero-Shot Physical Simulators

Riemann-1.0: An Embodied World Action Model for Physical AI

TemporalFlow-VLA: Learning Physically Grounded Execution History for Long-Horizon Robot Manipulation

#501 – DHH: Future of Programming, AI, Agentic Engineering, Vibe Coding & Linux

How a $5B founder is using AI (3 tutorials)

A16z’s Martin Casado: Bullish on AI Apps, Bearish on Lone Ranger VCs

Weekly Funding rounds / Statistics / Insights of August 26, 2026

The One-Person Business, Built on Claude

The State of AI: Macro, Apps, and Consumer

One Policy, Many Embodiments: Unified Camera-Centric Action Geometry Pre-training for Heterogeneous Embodied Manipulation

R3: Training Robots to Reason in Natural Language via Reinforcement Learning

🔄 Routing roulette

💥VC Ranking Flaws, Borderless Founders, Tender Offers on the Rise, VC Network Atrophy & More

Dylan Patel – Anthropic & OpenAI will have most of the world’s compute by 2028

Neil Movva - Making AI 10x Cheaper - [Invest Like the Best, EP.488]

Did the Price of Starting a Startup Just Fall Off a Cliff?

The New Economics of AI | Martin Casado & Steven Sinofsky

Search Was Built for Humans. Parallel's Parag Agrawal Is Rebuilding It for Agents

TrAct: Bridging Robot Control and Visual Prediction with Visual Tracks

20VC: Inside Sequoia's Investment Committee: Lessons from Don Valentine, Doug Leone and Alfred Lin | How the SpaceX and Citadel Deals Went Down | What Sequoia Specifically Looks for in Founders with Julien Bek

💸 Anthropic's money question

Import AI 470: No rights for machines; automating environment generation with SPADE; and building better GPU kerne…

Series A activity: Week of August 16, 2026

Autonomy and Innovation (Stratechery Article 8-24-2026)

Guillermo Rauch on the Software Factory🧠, Always-On GTM Team🤖, How SaaS Companies Are Positioning Around Claude🥊

The Memo - Special edition - Life at home with an AI agent - 22/Aug/2026

Martin Casado on Where the Value Is Going in AI

Our 2Q letter to LPs

📢 Data center messaging

3 millionaires reveal their super niche businesses

Two Huge Exits Show the Power of a16z’s Megafund Model

BREAKING: Inside $12B Colossal Biosciences

The Task Economy Is Real and Almost Everyone Is Valuing It Wrong

How Microsoft Is Securing the Agentic Enterprise | Aaron Zollman

Beyond Imitation: Self-Improving Robot Policies via Off-Policy Q-Planning

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

Weekly TOP Startup / VC news of August 20, 2026

Moderna's Personalized Cancer Vaccine Passes Muster

How to 8x Your Code Output Using Context Engineering

DECOWAM: Decoupled Whole-Body World-Action Model for Legged Mobile Manipulation

Video2DoorTraversal: Push Door Traversal via Simulated Door Twins

🛑 OpenAI's pause

💥Top Employers to Create Outlier Founders, State of Pre-Seed, Cost of AI Talent, Tech Stack Ownership & More

Asking 3 young millionaires how they make $1.8M, $5M, & $12M/year

Is AINS the Next SaaS?

Anthropic Overtakes OpenAI in Quarterly Sales

151. 17岁被2026年ICML收录论文的小少年：我bet开心！开心！开心！

Chart of the Day

Agents need humans, too

BREAKING: Nikesh Arora, Palo Alto Networks

38x in Ten Months: Inside One of Fintech’s Fastest-Growing Infrastructure Companies (Farooq Malik, CEO of Rain)

How Do You Defend Against AI That Can Hack?

PRISM: Precision and contact-rich Real-world Industrial Skill dataset with Multimodal sensing

🤐 Prompts and privacy

Axios Pro Rata: Founder flux

Import AI 469: Science AI; RSI simulator; and Zuck's technological pessimism

Sam Altman: OpenAI's Best 12 Months Start Now

Stripe’s AI Strategy: Build More, Not Less

StellaVLA: In-Context Structured Demonstration for Generalizable Vision-Language-Action Models

🔥Record Investments, Slowing Economy - Here's the State of the Market in August 2026

OpenAI’s Head of Design: This is the best time in history to be a designer | Ian Silber

Revisiting Open-Loop Execution in Robotics: Toward Reactive, Higher-Performing Policies

Sarah Guo Is Betting Nearly a Billion Dollars That the AI Labs Cannot Build Everything

🔥How to Build an AI Harness for Your Investment Firm, One Workflow at a Time

$39B founder says his company could 100x in 5 years

How AppLovin Built a $100B Ad Machine

Ben Horowitz and Travis Kalanick on Building Again

20VC: Canva Slashes Growth: How Much is it Really Worth | Demis Hassabis and Jeff Dean: Talent Exodus at Google | Revolut's $50BN CEO Pay Package | Elon Musk's $55BN Terrafab

💰 Agents meet liability

The Memo - 14/Aug/2026

Smaller cities, superior returns

Google Senior AI Leader’s Loop Engineering Masterclass: How to Build AI Systems That Improve Their Own Work

The Two Ways to Sell AI: Lighthouse or Landgrab?

Decoding Task Progress from VLA Representations

FlashDrive: Flash Vision-Language-Action Inference for Autonomous Driving

H2R-Bench: Benchmarking Human-to-Robot Manipulation Video Generation in World Models

💼 C-suite AI use

Axios Pro Rata: Podcasting purse

The best unicorns aren't the biggest

While Everyone is Waiting for the Next Model, Your Agent Can Learn Tonight

SeededGrasp: Language-Guided Grasping in Complex Scenes with Multiple Embodiments

👾 Agent apocalypse

💥Personal AI Operating Stack, What Got Hyped vs What Got Built, How VCs Decide & More

Ryan Greenblatt – Human level AIs might build runaway superintelligences by 2032

Eric Vishria - A Decade of Lessons Investing in Software & Hardware - [Invest Like the Best, EP.486]

Peter Steinberger: "Fun Is Velocity"

Decagon Hit $100 Million Betting Against Forward Deployed Engineers

The CISO Playbook for AI Agents | Datadog

Posts from VC News Daily for 08/11/2026

RoboBRIDGE: A Modular Framework for Bridging Policies to Robust Real-World Robotic Agents

⏸️ OpenAI hits pause

Import AI 468: 23 RSI ideas; PostTrainBench+; and how trust and transparency interplay with AI racing

Series A activity: Week of August 2, 2026

How Kavak Rebuilt Itself Around AI Agents | Alejandro Maza Ayala

The Endgame Of Vertical Integration🤖, VC Fund Performance💰, The Frontier AI Price Wars Continue💸

20VC: The AI Boom Will Create Enormous Roadkill: Who Wins & Loses | Why Founders Should Never Take Multi-Stage Money at Seed | Why Triple, Triple, Double, Double is Good Enough

How To Design In The Agent Era

SaaS Shudders After Airtable's Humbling Sale to Italian Grim Reaper Bending Spoons

Anthropic Deleted 80% of Claude Code's Prompt. It Got Smarter

178: 与田渊栋聊 RSI：模型自进化如何到来？

20VC: Airtable Sold for $1.285BN | Leo Achenbrenner's Situational Awareness Blows Up | Moonshot AI Raises $3.5B at $35B | Anthropic Model Breaches Three Companies' Security | Big Tech Earnings: Why Palantir Beat The Rest

🕺 The DeepMind shuffle

Axios Pro Rata: Loss leader

Garry Tan: Own Your Intelligence

Chasing Trillion-Dollar Companies, Founder Ambition, Token Budgets, and Regulatory Capture with Sarah & Elad

Google just funded the startup its 4 best people left to build

ω-0: A Latent Predictive World Action Model for Concurrent Humanoid Loco-Manipulation

💥Why Job Descriptions Are Dead, Do Funds Need Developers?, Opportunities Across the AI Stack, AI GTM Strategies & More

Sam Altman: 3 months of work now takes 7 minutes

📚 College AI use

Weekly Funding rounds / Statistics / Insights of August 4, 2026

AI's hot new target

Series B activity: July 2026

GTM in 2026: What's Actually Changed

OpenAI's Joshua Achiam: Did We Already Reach AGI?

GORDON: Graph-based Object-centric Rewards for Decomposition of Long-Horizon Manipulation

⚽ Axios Pro Rata: Red card

Import AI 467: Self-sustaining AI viruses; pacing AI progress; confusion about AI and creativity

Patrick Collison: "What If You Succeed?"

Surgical robots break out

Series A activity: Week of July 26, 2026

Jensen Huang Bet Wrong, Told the Truth, and Built a $5 Trillion Company

Inside OpenAI: The Operating Model That Makes 2 Engineers Beat 200

🔥World's Hottest Startups in August 2026

ICYMI: Leopold, Space Lasers, Devin

The $10K Etsy niche nobody is running with Claude yet

The AI Layoff Trap⚠️, Agentic GTM🔍, The Next Era of VC Secondaries💰

Ruby Thelot on Internet Culture, AI, and the Future of Taste

20VC: The Best AI Companies Have Unique Data Acquisition Strategies | Will Simile Kill Kalshi, Polymarkets and NASDAQ | How to Sign Fortune 500 Companies As Customers in Weeks with Joon Sung Park, Simile

Jeff Dean: The 1% Rule for Building in AI

Edition #15: H1 2026 State of Fundraising, GPs Backing GPs Map, Our Private Villa Event in SF

The 375 Prompt Book for Fundraising

Chip Stocks Crash, $20B Fund Margin Called, Frontier Labs: SLOW DOWN AI, Mamdani's Grocery Stores

Alexandr Wang: “This is a Once-in-a-Civilization Opportunity”

Building an Autonomous Enterprise for Real-World Services with Netic Founder Melisa Tokmak

Secondary market’s heirs apparent

AssemblyAI CEO Dylan Fox on 120 Million Voice Conversations a Week

Anthropic's AI Models Are Also Behaving Badly

Decagon’s Playbook for Building Enterprise AI Applications

176: 姚顺雨，来到腾讯300天

20VC: Jensen's Open-Weights Letter | Travis Kalanick Raises $1.7B for Atoms | Google Cloud Grows 82% But The Market Tanks | Francisco Partners Raises $21BN | Etched Raises $300M to Take on Nvidia

The New Scaling Law

VC’s alchemists of AI

OpenAI Admits Hugging Face Hack Was Much Bigger Than Previously Known

AI for America's Small Businesses | Lassie

FA-RDP: A Frequency-Adaptive Reactive Diffusion Policy for Contact-Rich Manipulation

149. 亲历中美neo labs资本狂潮，和清华刘子鸣聊：AI for AI、机制可解释性和Max Tegmark

175: 对话Liblib陈冕：关于活下来，以及所有接近死亡的时刻

🤗 Hugging Face cont'd

Axios Pro Rata: World Cup cash

53: Zhengdong Wang - Feeling the Wave

Anthropic's New Model Cracks a Major Banking Encryption Standard

Sam Altman Says We're Already Living Inside the Singularity. Here Are His 10 Rules for Building Right Now.

AI Micro Dramas, Generative Media, and the Future of Creativity

Building the Automated AGI Lab: Core Automation's Jerry Tworek and Rohan Anil

TurboVLA: Real-Time Vision-Language-Action Model at 32 Hz on an RTX 4090 with <1 GB VRAM

Sam Altman - How to Make an Abundant Future - [Invest Like the Best, EP.484]

The Memo - 29/Jul/2026

Boris Cherny: Building Claude Code

Sam Altman: "Never a Better Time to Do a Startup"

BREAKING: “Devin Writes 95% of Our Code” Scott Wu, CEO of Cognition

Everything You Need to Know to Master Claude's Fable 5

Fei-Fei Li on Spatial Intelligence and Robotics

Transformer Transformer: A Unified Model for Motion-Conditioned Robot Co-design

πR2: Reactive Real-time Flow Policies

20VC: Leading Anthropic's First Ever Round | Will Open Source Threaten Anthropic's Business | Do Margins Matter in a World of AI | Why Triple, Triple, Double, Double is Not Good Enough Today | Why Series A is Hard Today with Matt Murphy @ Menlo

📣 Open model push

Import AI 466: The bitter lesson for robotics, AIs complete week-long programming tasks; and OpenAI's accidental A…

Decacorns are the new unicorns

Inside the Fastest-Growing Category in AI: Scott Wu, CEO of $26B Cognition

Claude Cowork now runs a $10,000/month SEO agency from your desktop. Free with your plan

Drop-Then-Recovery: How Redundant Are Vision-Language-Action Models?

174: AI冲击企业软件巨头？与SAP原欣聊大模型to B的颠覆与边界

Anthropic’s first technical PM on token maxing, the jagged edge, and living in the future | Dianne Penn

38,000 companies are hiding in plain sight. Here is the AI system to find them

Anthropic's 10-Slide Deck 💰, Blueprint for Agent-First Software🤖, Top SaaS Vendors💳

N0-TWAM: Scaling Tactile-Native World-Action Model for Contact-Rich Manipulation

N0-VTLA: Scaling Vision-Tactile-Language-Action Model with Latent Tactile Tokens

20VC: Mercor CPO on Revenue Concentration from Frontier Labs | Why Large Enterprise is Scared to Partner with Frontier Labs | Why Small Specialised Models is the Future with Osvald Nitski

Tech Powerhouses Line Up Behind Open-Weight Models

AI Made Bug Bounties a Six-Figure Skill Overnight

The Investor Outreach System: List, Prompts, Sequence, Replies

Sriram Krishnan on Open Source AI's Biggest Week Yet

🤕 Google's low morale

Axios Pro Rata: VCs add CAIOs

Building an Autonomous Delivery Experience with DoorDash Co-Founders Andy Fang and Stanley Tang

Yang Zhilin's Agent Playbook: 10 Bets Founders Should Steal

The 10 Claude Skills Every Founder & Builder Should Steal

Building the Physical AI Stack | Travis Kalanick on TBPN

AXIS: A Growable Community-Driven Data Engine for Scalable Robot Manipulation

👯 Closed-model bffs

💥The Mark Up Game, Making of a Unicorn Founder, Capital Allocation's Death, AI Infra Eats Series A & More

Announcing the Machine Earning AI Summit, Our New AI Commerce & Finance Event

When AI agents buy and sell

OpenAI Admits Its LLM Went Rogue and Hacked Hugging Face

Google just made agents 3x cheaper to run. Here is the playbook

FELT: Generating Tactile Signals from Vision for Visuo-Tactile Manipulation

LENS: LLM-guided Environment Simplification for Planning and Control in Clutter

Uni-LaViRA: Language-Vision-Robot Actions Translation for Unified Embodied Navigation

147. 和蚂蚁灵波沈宇军聊：机器人原生基础模型、大脑和本体的关系、预训练与数据scale up、老师汤晓鸥

Axios Pro Rata: 🤖 Sourcing AI

Weekly Funding rounds / Statistics / Insights of July 21, 2026

Series A activity: Week of July 12, 2026

Most AI Startups Are Pricing Themselves to Death

Factory's Matan Grinberg: The Coming ‘Dark Factory’ Where Software Builds Itself

Masked Visual Actions for Unified World Modeling

173: 对话姚颂：深鉴、东方空间、再出发，「天才少年」十年后

Import AI 465: Open vs closed gaps; Kimi K3; Demis' big policy plan

BREAKING: Inside AI's Biggest Downstream Winner.. the Surge in AI Database Demand

Perplexity's Founder Found AGI Risk in a 2,000-Year-Old Epic

DSWAM: A Dual-System World Action Foundation Model for Fine-Grained Robot Manipulation

🔥What's Hot in M&A, Multiples by Sector, Concentration at the Top - Here's the State of the Market in July 2026

Netflix CPTO on AI and the future of product and tech roles | Elizabeth Stone

AMD, Starcloud, Coatue..10 Hot Takes From The Biggest Names in AI

ICYMI: AMD, Coatue, Starcloud, Liquid AI.. 10 Hot Takes From The Biggest Names in AI

ICYMI: SemiAnalysis, Altimeter, Nebius, Glean.. 12 Hot Takes

AI’s Biggest Winners📉, Stop Playing The Markup Game🎯, The Self Driving Company🚗

20VC: $5BN in Revenue, 7 to 7,000 Employees in 9 Months, 206,000 Tests in a Single Day: The Craziest Story in Startups: Curative with Fred Turner

World Models, Explained

The OWID Brief: Urbanization, electric cars in Latin America, a 1,200-year climate record, and more

Mainframes and Main Characters (This Week in Stratechery)

20VC: Apple Sues OpenAI | Zuckerberg Back on X and Challenging Codex and Claude Code | SK Hynix's $26BN IPO | Is Seed Investing Dead: Jason Calacanis Departs Seed for Growth | Greylock Raises New $1.5BN Fund

👀 Mira's new model

Emerging Manager Q&A: Robin Haak about €15M Robin Fund II

SpaceX Shares Fall Back to Earth

How to Build Three AI Agents Without Writing Code

Reflex: Real-Time VLA Control through Streaming Inference

Howard Marks: how I make money while you worry about a market crash

Never Too Late for Force: Accelerating VLA Post-Training with Reactive Force Injection

Agents Are the New Users of CPUs

💥AI Kills Junior VC Roles, Fundraising Benchmarks, Mega-Funds Eating Themselves, Founder Branding System & More

Weekly Funding rounds / Statistics / Insights of July 14, 2026

Anthropic's Katelyn Lesse &amp; Angela Jiang: Building an Ecosystem, not a Walled Garden

Uncapped #54 | Sam Blond from Monaco

Worlds in One Demo: A Synthetic Data Engine for Learning Open-World Mobile Manipulation

20VC: Wix's Founder on What Wall St Gets Wrong About AI and Wix | Will Base44 Win the Vibe Coding Wars | The Truth About the Economics of Vibe-Coding | The Buyback Disaster: Lessons Learned with Avishai Abrahami

The Trillion-Dollar Industries AI Is Disrupting: Voice, Law &amp; the End of the Billable Hour

🐻 Goldilocks GPT

Axios Pro Rata: Destroying the record

Demis Hassabis Says AGI Arrives in 2 to 5 Years. Here Is the Full Picture

Anthropic Just Hired a Nobel Laureate, an OpenAI Co-Founder, and a YC Partner in Nine Weeks

VIA: Visual Interface Agent for Robot Control

🔥How to Gain an Edge When Everyone Uses the Same AI Model

How tech workers actually feel about AI in 2026 | Annual AI sentiment survey (Noam Segal)

ICYMI: Figma, OpenAI, Boston Dynamics, MIT

Self-Improving Fundraising System🤝, How to Kill Churn📉, VC Landscape 2026📊

VLAFlow: A Unified Training Framework for Vision-Language-Action Models via Co-training and Future Latent Alignment

20VC: Why OpenAI and Anthropic Won't Win the App Layer | Why Teams Will Get Bigger Not Smaller in a World of AI | Why AI Removes Incumbents Advantage of Bundling | China vs America: Who Wins the AI War with Arvind Jain, Co-Founder @ Glean

BREAKING: Cyan Banister's Legendary Track Record

Apple Alleges OpenAI Stole iPhone Secrets

Axios Pro Rata: Crypto clarity

Brainstorming business ideas with a billion-dollar founder

VC firm buys your grandpa's fund

Google’s agent broke a 56-year math record. Yours forgets yesterday

Chart of the Day

🚨The Data Driven VC Landscape 2026 Is Here🚨

Adam Mosseri: AI is a tailwind for authenticity

The Memo - Special edition - AI-2040.com - 9/Jul/2026

Travel Through the Lens of AI with with Booking.com CEO Glenn Fogel

You are overpaying for intelligence. Grok 4.5 just proved it

AnyDexRT: Calibration-Free Dexterous Hand Retargeting with Few-Shot Human Guidance

Native Video-Action Pretraining for Generalizable Robot Control

Axios Pro Rata: Unsealed skulduggery

Claude Fable 5 is free for 4 more days. Here is the full guide

💥Guide to Fable 5, Power Law Everywhere, VC Media Machines, AI in PE & More

Weekly Funding rounds / Statistics / Insights of July 7, 2026

A Script for Mark Zuckerberg (Stratechery Article 7-7-2026)

U.S. Aims Anthropic's Mythos at Government Code

Stop prompting. Start writing loops

Is Software Losing Its Head?

20VC: Why Now is the Time for the Application Layer | Why OpenAI &amp; Anthropic Won't Win the App Layer | Why Startups Should be TokenMaxxing | Why VCs Should Reduce Weighting on Price &amp; Ownership in an Age of AI with Mike Mignano, USV

Import AI 464: Fables writes GPU kernels; AI automation; and analog computation

Accel: The Quiet Firm Behind Facebook, Cursor, Nebius, Lovable, Vercel

BREAKING: Inside Accel - Cursor, Nebius, Cyera, Facebook..

Zuckerberg's $14B Bet: Glasses Kill the Phone in 5 Years

The Spreadsheet That Killed My Runway Anxiety

Improving Vision-Language-Action Model Fine-Tuning with Structured Stage and Keyframe Supervision

S2-VLA: State-Space Guided Vision-Language-Action Models for Long-Horizon Manipulation

In-Context World Modeling for Robotic Control

ThinkingVLA: Interleaved Vision and Language Reasoning for Robotic Manipulation

20VC: Open Models vs Frontier Models: Who Actually Wins? | The $100,000 Token Budget Every Engineer Will Need | Why Forward-Deployed Engineers Are the Future of Enterprise AI with Clay Bavor, Co-Founder of Sierra

AI Sovereignty Wars, Palantir-Nvidia Deal, SCOTUS Birthright Ruling, Newsom's CA Budget Lie

Jersey Mike's serves up S-1 sub

Report: OpenAI in Talks to Give the U.S. an Ownership Stake

Set a metric. Walk away. Let the agent optimize overnight.

Axios Pro Rata: Sun Valley

Weekly TOP Startup / VC news of July 2, 2026

Software wins for the taking

BREAKING: Dylan Field, CEO of Figma

Brian Armstrong Runs 1,200 AI Agents at Coinbase. Here Is the Operating Model He Just Handed Every Founder.

This Is the New SaaS Playbook

VT-WAM: Visual-Tactile World Action Model for Contact-Rich Manipulation

💥Agents vs Headcount, VC Content Blueprint, AI GTM Teams, Talent vs. Talent Engineering & More

Edition #14: 37 New Funds, 1000 Fund Managers Mapped, DPI Benchmark

Feds Lift Anthropic Export Restrictions

Rick Rubin on AI, Creativity, and The Way of Code

171: 【AI季报 26Q2】从 coding 到 RSI，强者愈强的未来？

Chart of the Day

Grant Sanderson – AI and the future of math

Weekly Funding rounds / Statistics / Insights of June 30, 2026

BREAKING: Benchmark's AI Playbook

Building AI for Creators | Luma &amp; Phota Labs

Adapting Generalist Robot Policies with Semantic Reinforcement Learning

Human-as-Humanoid: Enabling Zero-Shot Humanoid Learning from Ego-Exo Human Videos with Human-Aligned Embodiments

SPACE: Enabling Learning from Cross-Robot Data Toward Generalist Policies

Axios Pro Rata: Comcast splits

50: Tyler Cowen &amp; Nabeel Qureshi - An Appetite For More

Import AI 463: Self-improving robots; a 10k Chinese GPU cluster; and an elegiac essay for the human era

Series A activity: Week of June 21, 2026

Benchmark's AI Bets: Cerebras, Sierra, Legora, Fireworks, Starcloud, Gumloop..

OpenAI's $122B masterclass: 10 takeaways from Sarah Friar

Building in Public Is Not What It Used To Be

VLK: Learning Humanoid Loco-Manipulation from Synthetic Interactions in Reconstructed Scenes

OpenAI Codex lead on the new shape of product work | Andrew Ambrosino

The State of the AI Economy 📈, Ship Your First AI Agent in a Day🛠️, How to Steal a Customer Base🍴

Betting on vision

Socialists Sweep NYC, China Catches Up in Coding, AI Memory Crunch, Micron's Blowout Quarter

Axios Pro Rata: Remembering Om

The next big breakthrough will be AIs learning on the job

9 Videos From CVAI London: Cohere's Aidan Gomez, Index Ventures' Danny Rimer, Recursive's Josh Tobin & More

Brian Armstrong: “Capitalism Lifts Everyone Up”

BREAKING: Brian Armstrong, Coinbase

Apple’s Price Hikes Stoke Fears of an Impending “RAMageddon”

The Salary That Disappeared: 6 Roles That Paid $120K–$200K in 2024 That AI Owns Completely Now

AI Is Crossing the Frontier of Human Knowledge | Kevin Weil

DexCompose: Reusing Dexterous Policies for Multi-Task Manipulation with a Single Hand

20VC: Deepseek Raises $50BN | Wall St's $725BN AI Question | The Rise of Open Source &amp; How it Threatens OpenAI &amp; Anthropic | OpenAI Builds it's Own Chip: Jalapeno | The Death of Moats &amp; The New AI Software Winners

Moneyball for Physical AI

💡 Army of agents

Axios Pro Rata: Deal boom

CVAI London: European Democracies on Alert, Bubble Worries, Anthropic Bullishness, Agents & Compute Shortages

Weekly TOP Startup / VC news of June 25, 2026

Are Mega-Funds Taking Over Seed?

Kalshi Looks to Almost Double Its Valuation in Just a Month

Marc Andreessen on AI, Technology, and the Future of Humanity

Building Self-Accelerating AI with Mirendil

Axios Pro Rata: SPAC shift

Ali Ansari (Micro1) — The Human Data Engine

The free AI content engine that beats a content team

The One Thing AI Startups Keep Underestimating

What Happens to Design After AI?

Play2Perfect: What Matters in Dexterous Play Pretraining for Precise Assembly?

💡 Google's talent problem

💥Workflows Are King, Guide to Cold Emails, Seed Is Dying, VC Tourists Are Leaving, WTF Is a Loop? & More

Weekly Funding rounds / Statistics / Insights of June 23, 2026

What’s Next for Consumer AI? | Josh Elman Joins a16z

Import AI 462: Superpersuasion; self-sustaining AI; paths to ASI

Same round, different price tag

Series A activity: Week of June 14, 2026

Jeff Bezos’s Economic Doctrine: 10 Ideas Founders and Investors Should Steal

Learning What to Say to Your VLA: Mostly Harmless Vision Language Action Model Steering

🔥 US-Iran Peace Deal, Anthropic Overtakes OpenAI, SpaceX Acquires Cursor - Here's the State of the Market in June 2026

Building the most AI-pilled engineering team in the world | Fiona Fung (Manager of the Claude Code and Cowork Teams)

Taking Stock of the Seed Stage📉, How to Compete in Crowded AI Markets🏆, Building AI Ecosystems🤖

20VC: Why Remote Work is White Collar Fraud | Why Revenge and Patriotism are the Best Founder Traits | Two Questions Every Founder Needs to Ask | The Wild Story of Raising $1BN from Masa Son in an Hour Long Meeting with Ryan Peterson, Founder @ Flexport

Your GTM, run by agents

The Free AI Kit That Turns Any Founder Into a Content Machine

Post agent companies

Why Domain Experts Are Winning In The Age Of AI

The OWID Brief: Migration data tool, natural disasters, measles vaccines, and more

No, You Don’t Need an AI Agent

The Secret Behind Elon Musk’s Insane Success

Re-engineering the Semiconductor Supply Chain with Intel CEO Lip Bu Tan

Harvey Co-Founder Gabe Pereyra on the Token Pricing Reckoning Coming for AI

BREAKING: Harvey Co-Founder & Head of Applied Research on the Token Reckoning

Apple Says It Will Jack Up Prices Due to AI Demand for Memory and Storage Chips

Dario Amodei's full picture: 10 takeaways that matter

ENPIRE: Agentic Robot Policy Self-Improvement in the Real World

💪 AI's power struggle

Chart of the Day

Biggest VC-backed M&A ever

BREAKING: Inside Coinbase's System Update

The Fintech Playbook for Latin America

💥 Who Gets Paid First, State of DPI, Meeting Notes As True Moat, LLM-Assisted Deal Screening & More

Weekly Funding rounds / Statistics / Insights of June 16, 2026

AI is scaring lenders from software

Inside Harvey AI: $11B, $300M ARR, 960 Employees, 12 Offices, 13 Trillion Tokens a Month

BREAKING: $11B Harvey Hits $300M ARR & 13 Trillion Tokens

Anthropic Struggles to Resolve Mythos Suspension

Don’t Believe Those Who Say that SaaS is Dying

Simulating Humans at Scale: Simile's Joon Sung Park

20VC: Micron Will Be More Valuable Than Meta | How Export Controls Helped Not Hurt China | Power is the Bottleneck to AI | Why Dario Has Done a Disservice to AI with his Labour Replacement Messaging with Aravind Srinivas, Founder @ Perplexity

Import AI 461: "Alignment is not on track"; FrontierCode; and synthetic research interns

TBPN, Jack Altman, a16z, Now It’s Lightspeed's Media Move

BREAKING: TBPN, Jack Altman, a16z, Now Its Lightspeed's Media Move

Anthropic’s Safety Superpower (Stratechery Article 6-15-2026)

Jensen Huang handed you the AI roadmap. Here are the 10 moves that matter.

The World of Atoms, Not Bits⚛️, The VC Liquidity Crunch💸, From Prompts to Orchestration🛠️

AI, Design, and the Power of Open Models

T-Rex: Tactile-Reactive Dexterous Manipulation

What Matters in Orchestrating Robot Policies: A Systematic Study of Hierarchical VLA Agents

🔥Building a Single Source of Truth for Investment Firms

Your AI bill is mostly wasted tokens

20VC: Who Wins the Model War: OpenAI, Anthropic or Open-Source | Token Maxing, AI Hangovers &amp; The Coming ROI Reckoning | Labour Displacement Fears are BS &amp; Overblown | From Physicist to Sequoia Founder with Matan Grinberg, Founder @ Factory

Alexandr Wang on One Year Leading Meta AI

✍️Takeaways from our DDVC x SuperReturn Breakfast + 5 Top Tools

David Sacks' Warning About Anthropic Regulatory Pleas Misses the Mark & SpaceX Asks Investors to Dream Big in Mega…

Introducing Generalist Intelligence

Hy-Embodied-0.5-VLA: From Vision-Language-Action Models to a Real-World Robot Learning Stack

🚀 Prometheus rising

Axios Pro Rata: Bezos billions

Jensen Huang — GTC Paris Keynote at VivaTech

OpenAI Prepares for a Price War with Anthropic

Jeff Bezos — Project Prometheus Raises $12B for an 'Artificial General Engineer'

The one-person company stopped being a meme. This is the operating system that runs it

Designing the Physical World with AI

Google DeepMind's Logan Kilpatrick: Why the Model Eats the Harness

Improving Robotic Generalist Policies via Flow Reversal Steering

WEAVER, Better, Faster, Longer: An Effective World Model for Robotic Manipulation

💥Fund Performance Benchmarks, How Agent Loops Work, Portfolio Construction, Enterprise Software Playbook & More

"The CEO Must Be the Chief AI Officer"

AI, Growth, and the Future of Healthcare | Anish Acharya &amp; Sachin Jain

Uncapped #52 | Mike Volpi from Hanabi Capital

FACTR 2: Learning External Force Sensing for Commodity Robot Arms Improves Policy Learning

168: 对话王新宇：美团龙珠怎么投科技？

🍎 Smarter Siri, sort of

The iPhone’s Last Stand (Stratechery Article 6-9-2026)

Tyler Cowen &amp; Alex Tabarrok on AI, Jobs, and Economic Growth

Posts from VC News Daily for 06/09/2026

Import AI 460: Reward hacking society, RSI data from Anthropic; and RL-based quadcopter racing

Who's paying Trump's H-1B fee?

Series A activity: Week of May 31, 2026

Satya Nadella said every agent needs its own computer. Most builders are still handing theirs a chat box.

Father of the iPod and iPhone on building taste, judgment, and creativity in the AI era | Tony Fadell

Startups Are Skipping the Old Playbook🎯, How VC Became a Fee Business💰, Software Factory Ladder Explained 🏭

20Product: Inside Legora's Tech Stack: Why Token Maxing is Failing Enterprise Startups with Jacob Lauritzen, CTO @ Legora

Building Search for AI Agents with Exa CEO Will Bryk

We're all short intelligence

🔬 Science power player

Alexandr Wang — Bloomberg Tech 2026

🛠️Why Every Firm Should Create a Skill Library

The OWID Brief: Child deaths, LGBT+ rights, electric vehicle sales, and more

AI Agents and the Fight for Customer Data

LARA: Latent Action Representation Alignment for Vision-Language-Action Models

20VC: Anthropic Files to Go Public | Token Budgeting Panic Hits Corporate America | Cognition Raises $1BN at $26BN Valuation | Apollo Warns PE Software Returns Will be Disastrous | The 9-9-6 Work Ethic: Performative Theatre or Startup Reality?

Thomas Laffont: The $4T AI IPO Wave, 2026's Unicorn Economy, and the 10X Paradox

Axios Pro Rata: a16z goes global

Alex Imas and Phil Trammell – What remains scarce after AGI?

The Rise of the Full-Stack Builder and Hyper-Leveraged Generalist with Microsoft CEO Satya Nadella

Meta Struggles to Be Relevant in AI

Saplings: The Childhoods of Exceptional Entrepreneurs

Raj Patel — Inside Human Archive (humanarchive.ai)

AI Eats the World? A Reality Check with Benedict Evans

OneVLA: A Unified Framework for Embodied Tasks

ProGAL-VLA: Grounded Alignment through Prospective Reasoning in Vision-Language-Action Models

Building Search for AI Agents with Exa CEO Will Bryk

🧯 Trump cools AI rules

Dara Khosrowshahi - Uber's Bet on AVs, AI, and Building a Super-App - [Invest Like the Best, EP.476]

How to Build an AI-Native Services Company

ICYMI: Out of 50K+ Global Startups, 5 Won The $1M Pitch

Brendan Foody (Mercor) — Agentic Data and the Future of AI

SpaceX Aims for a $1.75B Valuation, with Pricing Set for June 11th

Your AI agent is going to hallucinate at scale

AI Agents and the Fight for Customer Data

OpenAI CFO Sarah Friar on IPO, AI Rivalries, New Device, and Spending $100B+ on Compute

💰 Anthropic's IPO test

💥 Mega-Funds Take Over Seed, Emerging Managers Rebound, Fee vs Carry, Hermes Agent Masterclass & More

Series B activity: May 2026

ICYMI: "We Don't Trust Agents" - Here's How to Control Them

Anthropic Files to Go Public

Knowing what your customers want, all the time: Listen Labs' Alfred Wahlforss

ElegantVLA: Learning When to Think for Efficient Vision-Language-Action Models

RDGen: Demonstration Generation for High-Quality Robot Learning via Reinforcement Learning

20VC: Mercor CEO on Why Application Layer Companies Have No Defensibility, The Model is the Product | Token Spend Will Exceed Headcount Spend in 5 Years | The True Cost of Hiring AI Researchers in the Valley Today with Brendan Foody

🌎 Nvidia's world move

Jensen Huang — Computex 2026 Keynote (GR00T N1.5, Cosmos 3)

Edition #13: 25 New Funds, Most Active Seed Mega Platforms, Top 100 US VC Firms

Series A activity: Week of May 24, 2026

The Token-Maxxing Bill That Shocks Every CFO — &amp; the Fix

Dario Amodei named "the zeroth world." You probably live in it.

Building AI Agents for Enterprise Operations

Colosseum V2: Benchmarking Generalization for Vision Language Action Models

Pope vs AI, Anthropic's Digital God, AI Job Loss Narrative Flips, Open Source Crackdown Coming?

Booming AI Revenues Boost Inference Startups to Decacorn Status

VC's $2 trillion depends on 3 magic doors

Bezos's New Glenn Rocket Blows Up on Launchpad

How Lovable hit $400M ARR in 14 months with 146 people and almost zero paid ads

Why $1B Exits are Dead

How to Instruct Your Robot: Dense Language Annotations Power Robot Policy Learning

20VC: OpenAI &amp; SpaceX S1 Drops | NVIDIA's $81BN Revenue Quarter | Cloudlfare and ClickUp Do Controversial Layoffs | Exa, OpenRouter and Polsia Raise Mega Rounds | Uber and Microsoft Declare AI ROI for Developers is Questionable

Anthropic Released Claude Opus 4.8 Today

Dan Loeb - Lessons from 30 Years of Investing - [Invest Like the Best, EP.475]

‘Tokenmaxxing’ Starts to Fade as Companies Eye Agentic Coding Costs

Building an AI Guardian for Enterprise with Onyx Security CEO Maxim Bar Kogan

BREAKING: Inside Lead Bank - $56M Investment Now Worth $1.5 BILLION

Google Employee Charged with Polymarket Fraud

Anthropic Just Dropped Claude Opus 4.8.

Stablecoins, AI Agents, and The Future of Global Banking

BORA: Bridging Offline Reinforcement Learning and Online Residual Adaptation for Real-World Dexterous VLA Models

EXPO-FT: Sample-Efficient Reinforcement Learning Finetuning for Vision-Language-Action Models

Qwen-VLA: Unifying Vision-Language-Action Modeling across Tasks, Environments, and Robot Embodiments

VisualThink-VLA: Visual Intermediate Reasoning for Effective and Low-Latency Vision-Language-Action Policies

47: Paul Scherer - A Friend That Brings Us Closer

How To Build Superintelligence Inside Your Company

The 50 richest families in America are betting on this trend

VC Fund of Funds: The Market

The SpaceX IPO and Data Centers in Space (Stratechery Article 5-27-2026)

Sam Altman watched 900 million people talk to one personality every week

Uncapped #51 | Joe Lonsdale from 8VC

Cybo-Waiter: A Physical Agentic Framework for Humanoid Whole-Body Locomotion-Manipulation

142. 雨森的创投观察第2集：Harness、下一个字节、2026大机会和Stanley Druckenmiller

🚨 Hassabis sounds alarm

💥The Right Fund Size, Should VCs Do Marketing?, State of GTM, Employee Onboarding With Claude & More

Import AI 458: Reckoning with the future; and a singularity story

How Cursor Trained Composer on Fireworks: Distributed Infrastructure for High-Performance RL

Deepu Talla (NVIDIA) on the Three-Computer Physical AI Stack

Claude Dispatch: The AI That Keeps Working When You Don't

Guide, Think, Act: Interactive Embodied Reasoning in Vision-Language-Action Models

🔥 SpaceX Files for the Largest IPO in History, AI Valuations Hit New Records, Ceasefire Still Unsigned - Here's the State of the Market in May 2026

The AI paradox: More automation, more humans, more work | Dan Shipper

Finite vs Infinite Games♟️, AI Eats the World🤖, 1st $2T market cap IPO🚀

Google just shipped the playbook for the next decade. Here are the 10 moves from I/O 2026 you cannot ignore.

The Data Center Veto (This Week in Stratechery)

Towards Long-horizon Embodied Agents with Tool-Aligned Vision-Language-Action Models

Notion’s Ivan Zhao: The Refounder

SpaceX's S-1 Shoots the Moon

How to 10x any AI skill using Karpathy's Autoresearch method

Superhuman Safe and Agile Racing through Multi-Agent Reinforcement Learning

👀 Google reinvented

💥 What Matters at Seed, Are Systems of Record Dead?, Growing AI Task Horizons & More

What's drawing LPs back to China

Google Redefines Search Again

Your voice is the only AI moat that compounds. Here is how to clone it into Claude in a weekend

Marc Andreessen on AI, California, and the Future of America | Joe Rogan

Uncapped #50 | Tobi Lütke from Shopify

PointACT: Vision-Language-Action Models with Multi-Scale Point-Action Interaction

Commure Hits $7B Backed by GC, Sequoia, Morgan Stanley

Zero Ads. Zero VC. $230M ARR. The Story of Magnific

“Our Goal Is to Build an Electrical Engineer.” (Davide Asnaghi, Co-Founder & CEO of Diode)

BREAKING: Andrej Karpathy Joins Anthropic

Rebuilding IT From the Ground Up for the AI Age: Serval's Jake Stauch

Axios Pro Rata: LIV fights for life

Marc Andreessen: The AI moat is not the model

Prompts Are Dead. Skills Are the New Moat.

141. Freda的投资札记第2集：Tokenmaxxing、把电机塞进蒸汽机、接力赛变篮球赛、孤独、人的连接

🔥Network Is the New Data. Most Firms Don't Know Its Worth.

AI Anxiety Has Reached Every Layer of Tech😰, AI Second Brain🧠, Climate Tech Rebounds🌱

VLA-ATTC: Adaptive Test-Time Compute for VLA Models with Relative Action Critic Model

Eric Jang – Building AlphaGo from scratch

The AI Trade Keeps on Giving as Cerebras, Nvidia & Market Indexes Soar

Exclusive Interview: Coatue CIO on AI's Biggest Winners

EXCLUSIVE: Coatue's Public Investments CIO on Anthropic, Semis, & AI's Biggest Market Shifts

Shifting Alliances in a Changing World (This Week in Stratechery)

Offline Semantic Guidance for Efficient Vision-Language-Action Policy Distillation

164: 当AI“杀死”SaaS，与明略吴明辉聊多Agent网络、软件业转型和 AI 新组织

Alexandr Wang on Meta's Muse Spark & Assured Robot Intelligence

What to Ignore, What to React: Visually Robust RL Fine-Tuning of VLA Models

Peggy Johnson (Agility Robotics) — Abundance360 with Peter Diamandis

Adarsh Hiremath (Mercor CTO) — Felicis Fireside

GameStop's CEO Struggles to Explain His eBay Offer

Investing Like A Mystic: How Cyan Banister Finds Outliers (Co-Founder of Long Journey Ventures)

TiPToP: A Modular Open-Vocabulary Planning System for Robotic Manipulation

🎓 Go to college

Axios Pro Rata: Spirited debate

Import AI 455: AI systems are about to start building themselves.

🔥World's Hottest Startups in May 2026

The Claude Code system that replaces a 5-person team

20VC: Inside Clay's Sales Playbook Scaling to $100M ARR | How to Set Sales Comp Plans | How to Read Sales Talent Linkedin Profiles | What Profiles to Hire &amp; Fire | How to Increase Performance and Speed in Sales Teams with Becca Lindquist

GameStop Wants to Buy eBay

OpenAI Misses Targets, Codex vs Claude, Elon vs Sam Trial, Big Hyperscaler Beats, Peptide Craze

Beyond Bigger Models: Recursion As The Next Scaling Law In AI

Long-term, Peripheral & Myopic Visions (This Week in Stratechery)

The Free AI Growth Kit That Founders Are Sharing Like Crazy Right Now

Sam Altman's 10 Rules for the AI Era

OpenAI's Greg Brockman: Why Human Attention Is the New Bottleneck

139. 【Agent的综述】和苏煜聊Agent技术史、OpenClaw Moment、边界的消弭和社会的辐射

20VC: Anthropic Raises $45BN but Falls Short on Compute | OpenAI Crushes with GPT5.5 and Codex: Back in the Game? | China Blocks Manus $2BN Deal to Meta | Thoma Bravo Hand Back Medallia Keys to Creditors | Why Google is a Bigger Buy Than Ever Before

Axios Pro Rata: AV's analog bottleneck

Voice AI Investment Surges as Enterprise Applications Gain Traction

Brett Adcock, CEO of Figure

BREAKING: Brett Adcock, CEO of Figure

Workday’s Last Workday? AI and the Future of Enterprise Software

Andrej Karpathy: From Vibe Coding to Agentic Engineering

Demis Hassabis on Building DeepMind, AlphaFold, and the Final Stretch to AGI

MotuBrain: An Advanced World Action Model for Robot Control

163: 详解DeepSeekV4：Infra巨鲸、百万上下文走进现实、极致效率优化

This Opportunity Is Hidden In Plain Sight

SaaStr 852: The Agents #003, Our Agent Now Runs Campaigns on Weekends, Plus Why We Pay More for Salesforce Than Ever Before

Why We Need Continual Learning

John and Patrick Collison on Stripe's Growth, Agent Commerce, and the Future of Software

💸 AI costs surge

Axios Pro Rata: Kushner plays ball

What comes after smartphones, with Snap CEO Evan Spiegel

Venture debt hits decade high

Ben Horowitz on Venture Capital and AI

162: 批量生素材、模型筛网红，与飞书深诺Meetsocial沈晨岗聊AI时代的出海营销

20Product: Replit CEO on Why Coding Models Are Plateauing | Why the SaaS Apocalypse is Justified: Will Incumbents Be Replaced? | Why IDEs Are Dead and Do PMs Survive the Next 3-5 Years with Amjad Masad

The $9B Startup That Wants to Create a Billion New Developers

SpaceX-Cursor Deal, SaaS Debt Bomb, New Apple CEO, SPLC Indictment, Colon Cancer Spike

The Playbook For Building An AI Native Company

Skydio HQ Tour: Skydio Commits $3.5 Billion to Expand U.S. Manufacturing

AI Inside the Enterprise

dWorldEval: Scalable Robotic Policy Evaluation via Discrete Diffusion World Model

138. 对罗福莉3.5小时访谈：AI范式已然巨变！OpenClaw、Agent范式很吃后训练、卡的分配、组织平权

162: 中国最早AI创业者的故事，与唐文斌聊天才策略、旷视、十年前的机器人和具身新创业

Cortex 2.0: Grounding World Models in Real-World Industrial Deployment

💥30 MCPs to Make Claude 100x More Powerful, Unicorn University Rankings, Why Seed Investing Is Broken & More

Mistral raised €105M at seed with 6 employees, 4 weeks in, and no customers. Here is the memo that did it

UniT: Toward a Unified Physical Language for Human-to-Humanoid Policy Learning and World Modeling

20VC: Everyone is Wrong; We Will Have More Developers in Five Years | Why Frontier Labs Will Be Way More Valuable Than They Are Today | Are SaaS Companies Cooked: Which Thrive &amp; Which Die with Aaron Levie, Founder at Box

🤖 AI runs CEO

📢 Axios AI+NY returns on June 3 | Request an invite

🔥 How Private Markets Partied Through Iran War - Here's the State of the Market in April 2026

Import AI 454: Automating alignment research; safety study of a Chinese model; HiFloat4

We're Back. The Cerebral Valley AI Summit Returns to London on June 24.

Frontier labs come for biology

General Catalyst's First-Ever Quarterly Review | CEO Hemant Taneja

The 20-Agent Machine That’s Minting Millionaires

AnoleVLA: Lightweight Vision-Language-Action Model with Deep State Space Models for Mobile Manipulation

137. 对洪乐潼的4小时访谈：AI for Math、把数学变成Lean、数学天书中的证明、直觉、被创造与被发现的

The AI agent that thinks like Jensen Huang, Elon Musk, and Dario Amodei

Free AI GTM System🛠️, Claude Opus 4.7🤖, The Brand Playbook🎨

Network Effects, AI Costs, and the Future of Consumer Investing with Anish Acharya on The Kevin Rose Show

FLASH: Fast Learning via GPU-Accelerated Simulation for High-Fidelity Deformable Manipulation in Minutes

ICYMI: Sourcery 🤝 NYSE

OpenAI's Identity Crisis, Datacenter Wars, Market Up on Iran News, Mamdani's First Tax, Swalwell Out

Scaling Global Organizations in the Age of AI with ServiceNow CEO Bill McDermott

Financial Advisors Are Cooked – Public Co-CEO on the Great Wealth Transfer

BREAKING: The AI Brokerage Quietly Taking on Schwab, Fidelity & Vanguard

Sequoia Pulls in $7B to Invest in Late-Stage AI Deals

25 Claude Skills that give your startup a marketing team it cannot afford yet

From Models to Mobility: Building Waymo with Dmitri Dolgov

Observing and Controlling Features in Vision-Language-Action Models

20VC: Anthropic Unveils Mythos | SpaceX's Financials Leaked: Is it Worth $2TRN | Meta Debuts Muse Spark: Are They Back in the AI Race | Jason's Critique of Dario Amodei &amp; How OpenAI Could Win the Enterprise Game

👀 Claude complaints

Axios Pro Rata: Trust bust

The GPT Moment for Robotics Is Here

Anthropic Is Playing Hard to Get with Investors

Claude OPUS 4.7 is here. Here is what actually changed

DEX-Mouse: A Low-cost Portable and Universal Interface with Force Feedback for Data Collection of Dexterous Robotic Hands

SaaStr 850: The Agents, Episode 1: Who Maintains All This?

Replit's CEO on Vibe Coding, Wealth Building, and What Most People Get Wrong About AI

Axios Pro Rata: Apple AI

At Shield AI, a Young Product Guru Fights for God & Country

Max Levchin: The Interview

NEW: Max Levchin, Affirm

💬 New thread from Ruben Dominguez

From SEO to Agent-Led Growth: Profound’s James Cadwallader

136. 全球大模型季报第9集：和广密聊，Coding是AGI第二幕、硅谷御三家真相、模型正成为新一代OS

Import AI 453: Breaking AI agents; MirrorCode; and ten views on gradual disempowerment

Mythos, Muse, and the Opportunity Cost of Compute (Stratechery Article 4-13-2026)

The 2026 AI engineer roadmap: 5 projects that change what you earn

Building Agents at Home: Parenting, Work, and Benevolent Neglect

Towards Practical World Model-based Reinforcement Learning for Vision-Language-Action Models

Sergey Levine — The Robot Revolution Nobody Is Talking About

Hard truths about building in the AI era | Keith Rabois (Khosla Ventures)

The complete guide to AI coding in 2026

SaaS Multiples Reset🚨, How to Get Better Outputs from ChatGPT💡, What Is Your Startup Actually Worth?🎯

How to use Claude like the top 1% of users

Anthropic's $30B Ramp, Mythos Doomsday, OpenClaw Ankled, Iran War Ceasefire, Israel's Influence

Software's new model

135. 和自然选择创始人Tristan聊，Elys、赛博分身、灵魂、Context的获取与流动和AI社交网络

20VC: Anthropic Surpasses OpenAI Revenue | OpenAI Acquisition of TBPN: Analysed | OpenAI Management Team Reboot | YC Kicks Delve Out | Mercor Hack and Why Now is the Time for Cyber | Supabase Raising at $10BN &amp; Doug Leone Returns to Sequoia

💰 OpenAI's $100B

The Agentic Economy: How AI Agents Will Transform the Financial System with Circle Co-Founder and CEO Jeremy Allaire

Anthropic just solved the hardest part of building AI agents

Who Controls AI Acceleration? Vitalik Buterin and Guillaume Verdon Debate

Rethinking Git for the Age of Coding Agents with GitHub Cofounder Scott Chacon

😮 Super bot hacker

SaaStr 849: How We Built Our AI VP of Customer Success with SaaStr's CEO and CAIO

The AI model that can hack anything, and why you can't use it

Nobody Trusts AI Products Now. Here's Why.

The Agent Era: Building Software Beyond Chat with Box CEO Aaron Levie

20VC: DeepMind's Demis Hassabis on Why AGI is Bigger than the Industrial Revolution | Why LLMs Will Not Commoditise &amp; We Have Not Hit Scaling Laws | Bottlenecks in AI &amp; The Energy Crisis Caused By AI | Whether AI Will Do More to Harm or Help Inequality

🤝 The buddy system

The history and future of AI at Google, with Sundar Pichai

Balaji on Why AI Raises the Cost of Verification

Action Images: End-to-End Policy Learning via Multiview Video Generation

SnapFlow: One-Step Action Generation for Flow-Matching VLAs via Progressive Self-Distillation

The Companies Changing Warfare Forever: Palantir &amp; Anduril Execs on Drones, AI &amp; the Future of War

🦞 OpenClaw clampdown

Import AI 452: Scaling laws for cyberwar; rising tides of AI automation; and a puzzle over gDP forecasting

A YC Startup Just Beat Claude Code, Cursor, and Gemini at Code Review

Peter Yang on Small Teams, Coding Agents, and Why Human Ambition Has No Ceiling

🔥World's Hottest Startups in April 2026

Anthropic Just Shipped the Feature That Kills Microsoft Copilot

There will only be four jobs

Full Guide to Set Up OpenClaw and Automate VC Workflows

Apple, Acceleration, and AI (This Week in Stratechery)

OpenAI and Anthropic Make Two Very Different Acquisitions

Marc Andreessen on AI Winters and Agent Breakthroughs

20VC: Anthropic's $6BN Revenue Month | OpenAI Kills Sora &amp; Hits $100M ARR on Ads | Oura Going Public &amp; Whoop Raises at $10BN | Manus Founders Trapped in China &amp; The Billionaire Tax: Anyone Left in California?

An AI state of the union: We’ve passed the inflection point, dark factories are coming, and automation timelines | Simon Willison

Jack Dorsey: Every Company Can Now Be a Mini-AGI

MIT Proved ChatGPT Is Designed to Make You Delusional. And Nothing Being Done About It Will Work.

Alex Blania on Proof of Human and Building World's Identity Network

How AI Is Reshaping IT Services from the Inside

💧 Lots of leaks

💥How to Become a VC Partner, Importance of Sourcing vs Picking, Firm vs Fund Focus & More

The Side Hustle King: "Make $20K+/month without money, luck, or experience"

Harvey & Legora in a Land-Grab Race for Dominance of Legal AI

SaaStr 848: How AI Is Rewiring Sales: Quota, Retention &amp; What's Actually Working with SaaStr, Salesforce and Mangomint

BREAKING: The Multi-Billion Dollar Digital Economy Powering Roblox

Anthropic Accidentally Exposes Claude Code's Code

What Happens When a Public Company Goes All In on AI

Uncapped #46 | Brad Lightcap from OpenAI