AI Infrastructure

Why Nvidia loves backing startups

Tech Giants Warn of Impending AI Cyberattacks

🚨 Big Tech's big resistance

Axios Pro Rata: Requiem for an office park

🔥What Thousands of VC Agents Do All Day

Weekly TOP Startup / VC news of August 27, 2026

VC is 'a trap'

Meta Agrees to Pay Billions to Settle Claims It Harmed Children

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

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

Space tech has already blown past 2025 🚀

REPORT: Anthropic Claims Its TAM Exceeds $30T

152. 领读Kimi K3技术报告：从架构创新聊起，注意力美学、多教师蒸馏和开源MoE

Axios Pro Rata: PE's pastime

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]

A recipe for VC indigestion

The Trump Administration Proposes New H-1B Fees

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

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

NVIDIA Cosmos-H-Dreams: Real-Time Generative Physics Simulation for Surgical Robotics

Axios Pro Rata: Canadian competition

VC forecast: sunny with a chance of gains ☀️

Series A activity: Week of August 16, 2026

Sam Altman: Intelligence Got 100x Cheaper in 2 Years. His Next Bet Is $5 Trillion

🎙️How I Invest: The AI-Native VC Firm

20VC: The AI Bubble Will Burst: Half the Neoclouds Will Die | China: Should We Ban Chip Exports & Be Fearful of Chinese Open-Source | Mag7: Who Dies and Who Thrives: Why Meta is Meh and Microsoft is Mega

DeepSeek Closes in on Anthropic's Top Model

Hassabis Bet His Job on AGI by 2030. Here Is What He Knows.

Our 2Q letter to LPs

📢 Data center messaging

Axios Pro Rata: Data center disconnect

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

Arctos’ NFL shopping spree 🏈

🏢 AI's data center problem

Axios Pro Rata: Stripe's singularity

Weekly TOP Startup / VC news of August 20, 2026

Stripe's $7B+ AI plumbing play

Moderna's Personalized Cancer Vaccine Passes Muster

Axios Pro Rata: Walter's ripples

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

50 VCs that actually delivered

Anthropic Overtakes OpenAI in Quarterly Sales

Flock CEO Garrett Langley on Controversy, "Surveillance State" Claims, and Privacy vs Safety

Ben Thompson on Big Tech, China, and the AI Boom Running Out of Money - [Invest Like the Best, EP.487]

Weekly Funding rounds / Statistics / Insights of August 18, 2026

The Feds Take Aim at a16z

Hydra-0: Action Flow for Generalist World Modeling and Control

Axios Pro Rata: Founder flux

Pre-IPO stock enters its scaling era

Series A activity: Week of August 9, 2026

Sam Altman: OpenAI's Best 12 Months Start Now

🤝 Strange AI coalitions

Axios Pro Rata: Copperhead road

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

Thrive Capital Finds its Lane as a New Kind of Venture Investor

The CapEx Train Keeps Rolling (This Week in Stratechery)

Axios Pro Rata: Luka lucre

Weekly TOP Startup / VC news of August 13, 2026

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

💼 C-suite AI use

The best unicorns aren't the biggest

150. 对英伟达研究副总裁刘洺堉的4小时访谈：Cosmos 3、世界模型、武术、黄仁勋影响我的，和你不需要击败所有对手

👾 Agent apocalypse

Axios Pro Rata: Frontier financing

Chart of the Day

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]

Weekly Funding rounds / Statistics / Insights of August 11, 2026

When 'diversified' means two companies

Nvidia’s Risky Business (Stratechery Article 8-11-2026)

Posts from VC News Daily for 08/11/2026

20VC: Will OpenRouter Sell for $10BN to Stripe? | Why Chinese Open Models Are Beating America—and What Happens Next | Why Enterprises Are More Fearful of Anthropic and OpenAI Than China | Is the Routing Layer Becoming a Commodity with Alex Atallah

⏸️ OpenAI hits pause

Axios Pro Rata: Termination terminated

Looking beyond DPI

Series A activity: Week of August 2, 2026

🔥Do Investors Still Need a Lawyer?

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

Google's AI Brain Drain, SpaceX's Huge Quarter, Airtable's 90% Collapse, US Data Fuels China AI

🏛️ State deepfake rules

Axios Pro Rata: Dems' AI absence

VC (finally) lands a glove on PE 🥊

Addressable Memory for Video World Models

Inside vLLM: The Engine Powering Open-Source AI

Axios Pro Rata: Loss leader

Weekly TOP Startup / VC news of August 6, 2026

SpaceX's pricey pivot

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

How Open-Source AI Became Critical Infrastructure

💾 Nvidia's banking moment

Axios Pro Rata: Disney divests

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

Building the First Data Centers in Space

Axios Pro Rata: Early Truths

Gavin Baker - AI Market Jitters - [Invest Like the Best, EP.485]

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

Series B activity: July 2026

♻️ AI researcher churn

Why smarter AI models could drive up compute prices 10x

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

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

177: 详解Kimi K3：强到冲击Anthropic估值的模型什么样？

BREAKING: Voice AI is Dominating

ICYMI: Leopold, Space Lasers, Devin

Jeff Dean: The 1% Rule for Building in AI

DeepSeek's Delivers Another "DeepSeek Moment"

⚙️ Building AI rules

🔥 Here's the Modern VC Tech Stack

The Abrupt Fall of Situational Awareness Is a Warning Sign. So Is Nvidia’s Vendor Financing.

The OWID Brief: Economic inequality, AI energy use, Hannah Ritchie’s book, and more

AssemblyAI CEO Dylan Fox on 120 Million Voice Conversations a Week

Anthropic's AI Models Are Also Behaving Badly

Someone just ran a 2.78-trillion-parameter model on a laptop. The memory wall is breaking

☁️ Azure's $100B

🐬 Axios Pro Rata: Dolphin dollars

OpenAI Admits Hugging Face Hack Was Much Bigger Than Previously Known

The Seven Deadly Sins of AI Spend

FasTac: A Curved Multispectral Vision-Based Tactile Sensor for High-Speed High-Precision 3D Shape and Force Perception

Axios Pro Rata: World Cup cash

Dario Amodei, Ali Ghodsi & Nikesh Arora to Speak at Our 8th Cerebral Valley AI Summit

The Stock That Went Up 1000% | Lumentum CEO

BREAKING: Lumentum CEO on How Lasers Are Transforming AI Data Centers

Anthropic's New Model Cracks a Major Banking Encryption Standard

⭕ Nvidia's circularity

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

The Memo - 29/Jul/2026

Weekly Funding rounds / Statistics / Insights of July 28, 2026

Bain vs. Carlyle: $7B wealth fight

Nvidia in Talks to Back OpenAI to the Tune of $500+ Billion

148. 对游凯超3小时访谈：开源Infra、和模型Co-design 、“如果vLLM失败，我们会后悔一辈子”

Jensen Huang: The Mindset That Built NVIDIA

Series A activity: Week of July 19, 2026

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

The Analyst Role Is Dead, No?

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

Tech Powerhouses Line Up Behind Open-Weight Models

I'm rooting for open source

Axios Pro Rata: Stripe's new "money"

Bean counting for AI

BlackRock's Tony Kim on AI's Next Winners? Chips, Memory, Robotics & Quantum

BREAKING: BlackRock's Tony Kim on Tech's $10T Systemic Rebuild

EU Regulators Fine Google $1B

Axios Pro Rata: VCs add CAIOs

Weekly TOP Startup / VC news of July 23, 2026

👯 Closed-model bffs

Chart of the Day

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

Axios Pro Rata: 🪏 Gold digging

When AI agents buy and sell

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

Data Insight: Rich countries have ten times as many doctors per person as poor ones

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

Series A activity: Week of July 12, 2026

Judge Hits Pause on Paramount Skydance's $110B Acquisition of Warner Bros.

Why Physical AI Is the Next Frontier | Applied Intuition

20VC: Are OpenAI and Anthropic Overvalued? The Open-Source AI Reality | How Token Costs Will Fall 10x And Usage Will Explode 100x | The Future Is Not One AGI; It's Millions of Specialised Models with Lin Qiao, Founder and CEO @ Fireworks

Mark Cuban on the AI Bubble: Who Actually Gets Wiped Out?

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

Axios Pro Rata: 🦣 Colossal scoop

When $188B is quaint

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

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

Dylan Patel, SemiAnalysis, Nebius, Glean, Legora.. 12 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🚗

Can the AI Industry Regulate Itself? Stripe Wants PayPal, China Catches Up, NY Bans Datacenters

Report: Meta in Talks to Sell AI Computing Power to Anthropic

Anthropic Raised $580M With No Product. Here Is the Deck

Self-learning factories

SambaNova CEO on Raising $1B at $11B: "It's a Land Grab Right Now"

BREAKING: SambaNova Hits $11B Valuation

Chinese AI Startup Takes on Anthropic and OpenAI with New Model

The AI trade just lost $1 trillion. Here is where the value went

✍️Top 10 Takeaways from the Data Driven VC Landscape 2026

Weekly TOP Startup / VC news of July 16, 2026

Stripe and Advent's lowball bid

SpaceX Shares Fall Back to Earth

NY's data center freeze

Senra Systems' $65M Series B: Fixing Aerospace & Defense's Biggest Bottleneck

BREAKING: Senra Raises $65M Series B by Lowercarbon & Interlagos

DeepSeek Is Raising a Giant Round and Planning to Go Public, Perhaps This Year

Can Anyone Catch NVIDIA? | The Future of Chips and Infrastructure

🔭 Demis AI watch

Agents Are the New Users of CPUs

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

OpenAI's trillion-dollar wait

BREAKING: Cerebras CEO Andrew Feldman

Economists, Researchers, and Tech Leaders Urge Lawmakers to Hit the Brakes on AI

Jonathan Ross Turned a 3-Week Phone Call Into a $20 Billion NVIDIA Deal. Here Is How He Did It.

Is AI a Bubble? | Gavin Baker on Data Centers, GPUs, and the AI Economy

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

AI's musical chairs

Series A activity: Week of July 5, 2026

Andrew Feldman on Building a Chip 58x Larger Than Nvidia's

Before Blockchains, There Was State Machine Replication

Nobody Cares About the Model Now. It's About the Type of Moat

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

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

How Jensen Huang Turned a Green Van and 30 Years of Rejection Into Nvidia

🌀 AI rules scramble

Axios Pro Rata: Crypto clarity

VC firm buys your grandpa's fund

OpenAI Loses Top Exec Fidji Simo

RAM Fever

🛑 Slow AI down

Chart of the Day

🚨The Data Driven VC Landscape 2026 Is Here🚨

Weekly TOP Startup / VC news of July 9, 2026

Apple Loses Key EU Court Challenge

💾 Chip craze

Axios Pro Rata: Unsealed skulduggery

Signs of a data center peak

Series C activity: Q2 2026

💡 Claude's reasoning

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

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

Is Software Losing Its Head?

⛽ Trading compute

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

The VC hubs of the World Cup stage

Series A activity: Week of June 28, 2026

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

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

The Great Descent📉, Are AI Employees More Expensive Than Humans?🤖, ElevenLabs: $2M Pre-Seed to $11B in 3 Years🎙️

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

Jersey Mike's serves up S-1 sub

Tech Investors Will Be Sweating the Dog Days of Summer in More Ways Than One

Weekly TOP Startup / VC news of July 2, 2026

Series B activity: June 2026

Meta to Sell Excess Compute to Fund Ambitious Cap Ex Buildout

Posts from VC News Daily for 07/02/2026

🚀 Claude's new upgrade

Axios Pro Rata: AOL IPO

Feds Lift Anthropic Export Restrictions

Axios Pro Rata: Steely promises

Etched - Building AI Hardware to Make Inference Faster and Cheaper - [Invest Like the Best, EP.480]

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

Apple Falls Victim to a Ransomware Attack

The Real Reason AI Costs Keep Rising

Why Hardware-Software Co-Design Is AI's Real 100x: Dylan Patel of SemiAnalysis

20VC: Leo Aschenbrenner's Largest Holding: Inside the $90BN Bloom Energy | Why Electricity, Not AI Models, Will Decide the Winners of the AI Race | Why We Are Not in an AI Capex Bubble | Energy Sovereignty and The Future of Power with KR Sridhar

⚔️ The pro-AI split

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

Liquidity wiggles loose in Asia

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

Beyond P(doom): Marc Andreessen - Betting on America

The Memo - 28/Jun/2026

COVAL Success Story. 10 OOTB questions to founder Brooke Hopkins

Cerebras bet against the GPU. It just IPO'd at $56B.

OpenAI and Anthropic Wrestle with White House Review Process

Axios Pro Rata: Remembering Om

Token Budgets for Investment Firms: What's the ROI? And Where's the Limit?

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

Why Traditional Benchmarks Fail Modern AI Models with OpenAI Research Scientist Noam Brown

Quantum leap

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

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

Kalshi Looks to Almost Double Its Valuation in Just a Month

Peggy Johnson — Meet Digit (Agility Robotics)

Building Self-Accelerating AI with Mirendil

🤖 Jalapeño chips

Axios Pro Rata: SPAC shift

Semi Stocks Take a Header

The One Thing AI Startups Keep Underestimating

Memory and Continual Learning: Engram's Dan Biderman and Jessy Lin

💡 Google's talent problem

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

Tesla Faces New Federal Crash Probe

Own or Be Owned: Why Every Company Needs Its Own AI Model (Yash Patil, Co-Founder & CEO of Applied Compute)

20VC: Nikesh Arora on the Frontier Model Problem: Breadth vs Depth | The Future of Token Costs | Memory Becoming the Moat | Where Value Accrues: Infra, Models, or Apps? | Why Enterprise AI is Not Ready & Systems of Record vs Systems of Intelligence

⚡️ Data center dilemmas

Axios Pro Rata: House buying ban

Series A activity: Week of June 14, 2026

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

President Trump Softens on Anthropic

World's First Trillionaire, Anthropic Fable Banned, The New Oligarchs, Iran Peace Deal

Compliance Is Where AI Co-Pilots Go To Die

Cursor Investors Set for Epic Payout from Musk's Juggernaut. They Still Have to Stomach a Ride.

The Trump Administration Demands Anthropic Guarantee Mythos Can't Be Hacked

Generalist Intelligence: The Off Switch

The Secret Behind Elon Musk’s Insane Success

Axios Pro Rata: Bernie's AI plan

Weekly TOP Startup / VC news of June 18, 2026

SpaceX's AI rocket fuel

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

SpaceX Buys Cursor for $60B in Stock

Axios Pro Rata: SpaceX's next deal

Data Insight: NVIDIA’s revenue from data centers and AI has grown 1,300-fold in the last 12 years

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

AI is scaring lenders from software

Inference engineering is the 80% cost cut most teams miss

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

Ideogram’s Open-Weights Image Model and the Future of AI Design

Axios Pro Rata: Fox rocks Roku

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

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🛠️

Kairos: A Native World Model Stack for Physical AI

169: 访谈Cerebras早期投资人周楠：英伟达挑战者？Scaling Law的萌芽、被遗忘的百度美研

Anthropic's Fable Backlash, Nationalizing AI, Inflation Heats Up & California's Broken Elections

The US government switched off Anthropic’s most powerful model 3 days after launch

Axios Pro Rata: Musk's moonshot

The most simplified breakdown of the SpaceX IPO on the internet

It's launch day

SpaceX's IPO Is a Done Deal

Samo Burja on Growth, Energy, and AI

20VC: SpaceX Launches Largest Ever IPO | OpenAI Files to Go Public | Uber Cuts 23% of HR | Lovable Hits $500M ARR | Founders Revolt Against VCs: The Fundraising Horror Stories Going Viral

Axios Pro Rata: Bezos billions

The SpaceX IPO, Fable 5, AI Capex Update & Market Check w/ Gavin Baker, Andrew Fox & Clark Tang | BG2

Jensen Huang — GTC Paris Keynote at VivaTech

SpaceX watch party

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

Senators John Fetterman and Dave McCormick: Bipartisanship, Money in DC, Datacenters, Graham Platner

Axios Pro Rata: VCs behaving badly

Biohub: The Future of Biology is Open-Source with Co-Founders Mark Zuckerberg, Priscilla Chan, and Head of Science Alex Rives

Anthropic's metric to watch

Anthropic Unleashes a Version of Mythos

LIVE: Jensen Huang on Building the Dynamo of the Intelligence Age

Uncapped #52 | Mike Volpi from Hanabi Capital

Bill Maris: How Google Could Crush AI Competitors, Why Small Funds Win, and AI's Atari Stage

🍎 Smarter Siri, sort of

Axios Pro Rata: SpaceX futures

Alex Sacerdote - How to Invest Through Technology Cycles - [Invest Like the Best, EP.477]

OpenAI Files (Not So) Confidentially to Go Public

NVIDIA's CEO handed Stanford students the playbook for the next 10 years

Posts from VC News Daily for 06/09/2026

Nikesh Arora: Mythos is Real, Analytical SaaS is Dead, and Google can be a $10T company

Axios Pro Rata: USAI Inc.

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

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

20VC: Nebius Co-Founder on AI Infrastructure Bubbles | The Real Impact of Open Source on OpenAI & Anthropic | How Price Elastic is Demand for Compute | Could Nebius Sell 10x More Compute If They Had It & more with Roman Chernin

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

The IPO Comeback: Why Tech Giants Are Finally Going Public | All-In Liquidity IPO Panel

🔬 Science power player

Axios Pro Rata: AI USA Inc.

AI Pushes Markets into Uncharted Territory as SpaceX & Google Seek $160 Billion Combined with OpenAI & Anthropic i…

Anthropic Urges Its Competitors to Hit the Pause Button

What Level Is Your AI Team, Really? A 5-Level Diagnostic

AI Agents and the Fight for Customer Data

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

Inside Impulse Space's Factory with Founder Tom Mueller (Full Tour)

Meta Struggles to Be Relevant in AI

Scott Galloway: 95% of enterprise AI spend connects to no return a CFO can name

AI Eats the World? A Reality Check with Benedict Evans

Bill Ackman: Investment Strategy, What the Market is Missing, How AI Breaks Businesses

Axios Pro Rata: Closing comments

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

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

Balaji and Steven Glinert on Network States, Supply Chains, and Allied Coalition Strategy

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

💰 Anthropic's IPO test

The AI budget trap

Series B activity: May 2026

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

The Google Capital Company (Stratechery Article 6-2-2026)

Anthropic Files to Go Public

I built a $0 second brain that compounds for life

NVIDIA OmniDreams: Real-Time Generative World Model for Closed-Loop Autonomous Vehicle Simulation

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

Import AI 459: AI oversight is difficult; scaling laws for protein folding models; and pricing the extinction risk…

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

Series A activity: Week of May 24, 2026

A rational conversation on where AI is actually going | Benedict Evans

SpaceX and Dell Score Massive Government Contracts

🦾 Progressives vs. AI

Axios Pro Rata: Anthropic ascends

Bezos's New Glenn Rocket Blows Up on Launchpad

Posts from VC News Daily for 05/29/2026

20VC: OpenAI & 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

🔥 Budget burners

Axios Pro Rata: Groq 2.0

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

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

Defense tech VC's graduation

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

Google Employee Charged with Polymarket Fraud

The Six AI Trends Defining 2026

167: 洋葱学园杨临风：用AI制造捷径，是在杀死真学习

Axios Pro Rata: SpaceX serenity

How To Build Superintelligence Inside Your Company

ICYMI: Stord Raises $250M at $3B Valuation

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

SpaceX Spars with the Pentagon

Marc Rowan on Private Markets, Software Repricing, and Capital Allocation

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

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

RIO: Flexible Real-Time Robot I/O for Cross-Embodiment Robot Learning

Why AI Isn’t Killing SaaS Yet

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

The White House Places New Restrictions on H1-Bs

😬 Executive order disorder

SpaceX's $2T Case, Nvidia's Shock Selloff, America Turns on AI, Trump Pulls AI Order, Bond Crisis?

Axios Pro Rata: Let's eat

Reiner Pope – Chip design from the bottom up

Epic Race for AI Supremacy Hits Overdrive as SpaceX, OpenAI & Anthropic Head for IPOs. Key Investors Poised for Pa…

Can Oura jolt healthtech exits?

The Data Center Veto (This Week in Stratechery)

OpenAI Is ThisClose to Filing

🧾 Anthropic's SpaceX bill

Axios Pro Rata: SpaceX marks the spot

SpaceX IPO: Orbital Data Centers Emerge as a Central Component of Musk's Grand Vision

The Story Behind Cerebras’ $63 Billion IPO with Founder and CEO Andrew Feldman

Liftoff: Your guide to SpaceX's S-1

SpaceX's S-1 Shoots the Moon

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

Gavin Baker - Watts and Wafers - [Invest Like the Best, EP.473]

What's drawing LPs back to China

Ben Horowitz on AI Infrastructure, Economics and The New Laws of Software

Axios Pro Rata: PE sports ban

Patent fight in VC secondaries

Elon Musk Loses Case Against OpenAI

BREAKING: Andrej Karpathy Joins Anthropic

😠 Chorus of boos

Axios Pro Rata: LIV fights for life

Import AI 457: AI stuxnet; cursed Muon optimizer; and positive alignment

The Plan to Make American Crime Obsolete

StableVLA: Towards Robust Vision-Language-Action Models without Extra Data

165: 英伟达 GEAR 高深远：世界模型、自进化循环、DreamDojo

Why we’re at the beginning of the AI hardware boom | Caitlin Kalinowski (ex–OpenAI, Meta, Apple)

SpaceX Accelerates Its IPO Timeline

Take the dive

Axios Pro Rata: Cerebras surge

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)

What Makes a Business Unbreakable When Software Costs Nothing to Build

Pax Silica: Inside the Trump Administration’s Tech Strategy with US Under Secretary of State for Economic Affairs Jacob Helberg

Rev Lebaredian (NVIDIA) — SCSP AI+ Expo

Ten Years of Scale

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

Krishna Rao - Anthropic's CFO on Compute, Scaling to $30B ARR, and the Returns to Frontier Intelligence - [Invest Like the Best, EP.471]

Energy, Minerals, and the Physical Stack Behind AI

Scale AI's Jason Droege Pushes a "Reliability" Reality

Adarsh Hiremath (Mercor CTO) — Felicis Fireside

Amazon’s Durability (Stratechery Article 5-5-2026)

GameStop's CEO Struggles to Explain His eBay Offer

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

Robots need insurance, too

Startup Growth Guide🔁, YC RFS💡, The Year of Churn💀

GameStop Wants to Buy eBay

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

Jai Malik (Amca) — $300M Series B for AI Aerospace and Defense Manufacturing

California's Billionaire Tax Heads for the Ballot. A Compromise Would Serve Everyone Well.

Baseten CEO Tuhin Srivastava on the AI Inference Crunch, Custom Models, and Building the Inference Cloud

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

Anthropic Tells Investors They Have 48 Hours to Commit to $50B Round

Sam Altman's 10 Rules for the AI Era

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

Axios Pro Rata: AV's analog bottleneck

Reiner Pope – The math behind how LLMs are trained and served

🤝 OpenAmazon

💸 AI costs surge

Venture debt hits decade high

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

The Playbook For Building An AI Native Company

SpaceX Buys an Option to Purchase Cursor

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

👀 Axios Pro Rata: Warsh Watch

Eli Lilly's $7B hedge against GLP-1s

Apple CEO Tim Cook Passes the Torch to Hardware Exec John Ternus

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

Axios Pro Rata: 🤖 AI-PO

Bret Taylor Seen as Possible Replacement for Sam Altman at OpenAI

⚡️ Data center divide

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

The business of GPU preorders

Servers, Satellites, and Stars (This Week in Stratechery)

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

👀 Claude complaints

NEW: Giant Magnifying Glass + Hot Rocks Powering AI Data Centers

Jensen Huang – TPU competition, why we should sell chips to China, & Nvidia’s supply chain moat

Inside the Factory Using Rocks & Sunlight to Fix AI's Power Problem | Exowatt

Some OpenAI Investors Are Nervous about the Company's Direction

20VC: Anj Midha on Investing $300M into Anthropic | The Early Days of Anthropic & How 21 of 22 VCs Turned it Down | The Four Bottlenecks to Compute | What the China Has Smashed and Why We Should Be Worried

Stanford AI engineering: 10 lessons most builders get wrong

Ben Horowitz on AI Infrastructure, Economics and The New Laws of Software

✨ Rule of three

Axios Pro Rata: Unprecedented growth

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

Defense tech's next IPO test

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

20Sales: ElevenLabs: Why We Set a 20x Sales Quota | How to Structure Sales Compensation Plans | Customer Success: 'Total BS' or Growth Engine? | Building an AI Sales Machine: What Tools & Tactics Must CROs Adopt Today with Carles Reina

Police Arrest a Suspect for Throwing a Molotov Cocktail at Sam Altman's House

Axios Pro Rata: Ties that bind

Myth and Mythos (This Week in Stratechery)

Jensen Huang: 10 Lessons From the CEO Building the Most Important Company in History

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 & Doug Leone Returns to Sequoia

The incredible exploding AI budget

Anthropic just solved the hardest part of building AI agents

Your Complete GMSL Solution

RPL: Learning Robust Humanoid Perceptive Locomotion on Challenging Terrains

💥University Ranking by Exit Values, How to Build a Personal Knowledge Hub, Auto-Discovery of What to Automate & More

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

Anthropic's Revenue Surges While OpenAI Debates the Timing of Its IPO

30% Of Network Engineers Are Retiring. What Happens Next? (Anil Varanasi, Co-Founder & CEO of Meter)

159: 马斯克Terafab太空算力、英伟达重拾CPU，与Fusion Fund张璐聊AI算力新趋势

What Is Your Startup Actually Worth? 🔢, AI Shifts Value Capture 🤖, How to get cited by LLMs🔎

Axios Pro Rata: AI IPOs

Marc Andreessen on AI Winters and Agent Breakthroughs

⏱️ Ticking token clock

Axios Pro Rata: Climate surrender

All Talk, All Action

SCOOP: Y Combinator Startups Land Checks, Gather Hype as Neo & Others Vie for Talent

OpenAI’s Cap Table Just Leaked. Here’s What’s Actually Inside.

💧 Lots of leaks

🎭 The ensemble play

Axios Pro Rata: Here we go

US carmarkers' futures ride on AI

Feds Probe Possible Insider Trading on Polymarket and Kalshi

How VCX Put Anthropic & OpenAI Into Public Markets

BREAKING: Inside VCX — The Public Venture Capital Fund

“Claude Mythos”🧠, SaaS Funeral💀, From Execution to Judgment🎯

Axios Pro Rata: Sacks switch

So Long to Sora (This Week in Stratechery)

ChatGPT Loses Its Apple Exclusive

⚔️ Silicon Valley's D.C. friction

The Satya Nadella Playbook

👋 Sora sunsets

Axios Pro Rata: Keytruda corollary

Axios Pro Rata: Beauty Behemoth

The 20-year journey to fully autonomous cars with Dmitri Dolgov of Waymo

High Profile Startup Delve Faces Fraud Accusations

Why One Superintelligence Is More Dangerous Than a Thousand (Vincent Weisser, CEO & Co-Founder of Prime Intellect)

Four CEOs on the Future of AI: CoreWeave, Perplexity, Mistral, and IREN

🏇 New AI race

#494 – Jensen Huang: NVIDIA – The $4 Trillion Company & the AI Revolution

Big Guns Including Bezos & Blackstone Join the AI Transformation Fray

BREAKING: Reddit CEO Steve Huffman | Why Reddit Is Winning the AI Era

Jeff Bezos Is Raising a $100B AI Fund

20VC: The Return of Travis Kalanick: Uber Would Be $1TRN Today With Him | NVIDIA Predicts $1TRN in Revenue: Everything You Need to Know From GTC | Anduril Lands $20BN Army Contract | Adobe CEO Shock Exit: The Dominos Falling

Jensen Huang LIVE: Nvidia's Future, Physical AI, Rise of the Agent, Inference Explosion, AI PR Crisis

⚡️ Nvidia vs. physics

Axios Pro Rata: AI builds AI

Microsoft to Amazon and OpenAI: "J'Accuse!"

🎬 Hollywood tests AI

AI's builders and bankers

Kalshi Faces Another State Lawsuit

Travis Kalanick & Michael Dell Live from Austin, Texas

Nvidia Lines Up Over $1 Trillion in Orders for Its New Chips

Greetings, Earthlings: Philip Johnston of Starcloud on Data Centers in Space

Tether's new pastime

Agents Over Bubbles (Stratechery Article 3-16-2026)

Dylan Patel — Deep dive on the 3 big bottlenecks to scaling AI compute

a16z's David George on How $BN Funds Can 5× & Do Margins and Revenue Matter in AI?

Why humans are AGI's biggest bottleneck (and what's coming in 2026) | Alexander Embiricos

124. Year-End Review [Standing Outside 2025] Chatting with Dai Yusheng about 2026 Expectations, The Year of R, Callbacks, How We Place Our Bets

Inside Sam Altman's Secret Nuclear Fusion Lab

CEOs Grovel to Trump — And It’s Working | Pivot

From "Large and Strong" to "Small and Strong": Density Laws, RL Scaling Laws, and the Distributed Future of Intelligence

fal team on Why Generative Video Will Transform Everything from Education to Entertainment

The AI Chip Wars Explained | Gavin Baker Interview

The Third Serialization of Zhu Xiaohu's Realistic Story: The Feast and Bubble of Artificial Intelligence

Building The Chip That Could Unlock AGI | Naveen Rao

Joe Rogan Experience #2422 - Jensen Huang

What Travis Kalanick Taught Bradley Tusk, & Why He Closed His VC Fund

OpenAI vs Google vs Meta: Business Model War

NVIDIA’s Core Business Threatened by TPUs, Sam Altman’s ‘War Mode’ & Sierra’s $100M ARR

The 2045 Superintelligence Timeline: Epoch AI’s Data-Driven Forecast

Stanford AI Club: Jeff Dean on Important AI Trends

Stanford AI Club: Guillermo Rauch on Building the AI Cloud

AI Fund’s GP, Andrew Ng: Biggest Bottlenecks in AI & How LLMs Can Be Used as a Geopolitical Weapon?

Home Affordability Crisis, Palantir's Advantage, Big Short on AI, H-1B Abuse, Solar Storm Hits Earth

Satya Nadella – How Microsoft is preparing for AGI

Dave Ricks, CEO of Eli Lilly, on GLP-1s and the business of pharma

Does OpenAI Need a Bailout? Mamdani Wins, Socialism Rising, Filibuster Nuclear Option

Podcast Summary: Algorithm Innovation in AI - Conversation with Yang Songlin

Kimi Linear, Minimax M2? Exploring the historical variations of Yang Songlin's archaeological algorithms and previewing future architectural improvements

119. Kimi Linear、Minimax M2？和杨松琳考古算法变种史，并预演未来架构改进方案

All things AI w @altcap @sama & @satyanadella. A Halloween Special. 🎃🔥BG2 w/ Brad Gerstner

Sales Leadership in the AI Age - Office Hours w/ Chris Klayko

Nvidia CTO Michael Kagan: Scaling Beyond Moore's Law to Million-GPU Clusters

Sequoia Partner, David Cahn on Who Wins in AI, Defence & The New $0–$100M Playbook

Nvidia's Jensen Huang on AI & the Next Frontier of Growth

AI Bubble, Stablecoin Boom, and Runnin' Down a Dream | BG2 w/ Bill Gurley and Brad Gerstner