AI Safety

🏀 Agent arena

This 3-hour Elizabeth Holmes doc broke our brains

20VC: You Need $1BN To Do Seed Today: The Untold Truths of Venture | Who Wins and Who Loses in the Next Decade of VC | Why Margin and Price Matter Less in a World of AI with Sameer Dholakia, Bessemer

Import AI 477: In which I tell the IMF the Singularity has begun

🔥What's Happening in the Markets Right Now? Inflation Is Back, M&A Nears Record Highs & Premiums Cool

Inside the black box of AI: How AI models actually think | Emmanuel Ameisen (Anthropic)

Why Real-World AI Is Harder Than the Benchmark | EliseAI’s Mario Martone

Now OpenAI's Models Are Stealing Funds from Ethereum Wallets

The Memo - 16/Oct/2026

Tesla Unveils a Flying Car

AI Can Write the Code. Can It Run the System? | Grepr CEO Jad Naous

💰 Anthropic's money bags

The Changing Physics of Cybersecurity and Drug Development with OpenAI President Greg Brockman

Weekly TOP Startup / VC news of October 15, 2026

Anthropic's Quarterly Revenue Numbers Jump 45%

🛡️ Safety spending

🧻 Axios Pro Rata: Silicon spy

Report: Your last-gen SaaS holdings have a closing window

Thrive Capital's Bet on Neuralink, OpenAI & the Future of Medicine

FBI Arrests OpenAI Employee Who Bugged Company Conference Room

Harbor Raised $10M to Insure AI Agents in Its First Year. Here Are the Deck and the Memo

Can Open Models Keep Up With the AI Frontier? | Nathan Lambert

🤺 Silicon rivals

How much is OpenAI worth now?

Meta Releases Its First Frontier AI Models

Can AI Break Cryptography? What the Experts Actually Think

Martin Shkreli: Big Pharma's Blind Spot, Betting Against Quantum & What Prison Taught Him

Import AI 476: Creativity and RSI; worse-than-China open weight models; AI goes to space

The Race to Recursive Self-Improving AI

Nick Bostrom: How Should We Navigate Superintelligence?

Is Claude Conscious? Pope Rejects, Model Welfare Movement, OpenAI's Math Backlash, France Riots

Mark Zuckerberg Launched Muse Despite Internal Safety Concerns

☠️ "The day after"

Instinct Went From $2.5B to $10B in a Month on $0 of Marketing. Noah Shinn, 23, Explains How.

⏳ Longevity meets AI

Weekly TOP Startup / VC news of October 8, 2026

Common Sense Media Calls ChatGPT for Teens an "Unacceptable Risk"

Can AI Agents Actually Use a Computer? Here's the Real Answer

Jaan Tallinn would like us to survive

Charts of the Day + Public Markets Update Deck

South Korea Investigates Potential AI Agent Banking Attacks

📖 Trump's new playbook

Axios Pro Rata: Campaign cash

Andrew Huberman - The Frontier of Neurotechnology - [Invest Like the Best, EP.494]

9 Videos from Machine Earning: Town’s Jean-Denis Greze, Lead Bank’s Jackie Reses, Chime’s Ryan King & More

The hedge fund doubling down on VC

The Pentagon Stops Using Claude

Building Defense for the Agentic Era: Kevin Mandia

Import AI 475: Swarm scaling; Google DeepMind watermarks biology; and the AI science economy

Apple and a Hacker’s Future (Stratechery Article 10-5-2026)

A Masterclass in Prompting GPT-6 Astra

🔥World's Hottest Startups in October 2026

The Harness Is the Product: 6 Decisions That Turn an AI Agent Into a Worker You Can Leave Alone

Google Wins a Big Victory Over Publishers

Trump's Super Intelligence Summit, AI Safety Accord, GDP Beats, Midterm Predictions

😠 AI's rebellion phase

Chart of the Day

BREAKING: Frontier AI Is a Ferrari. Most Companies Need a Model Y

OpenAI Fires Researchers for Sharing Info with an AI Safety Organization

🦸 AI's super rebrand

Axios Pro Rata: Vinod visit

Inside Oak HC/FT's $1M to $100M Check Strategy

BREAKING: 7x Midas Investor Annie Lamont “90% Isn’t Worth It”

The FTC Is Investigating OpenAI, Anthropic, and Other Leading Labs

🤖 Are dots safe?

Axios Pro Rata: Anthropic's IPO path

OpenAI Rolls Out a New Agent Product Despite Astra Safety Concerns

🎭 AI on stage

Weekly Funding rounds / Statistics / Insights of September 29, 2026

67 AI startups fighting rogue agents

OpenAI Delays Releasing New Model Because It's Too Deceptive

Every AI Startup Is Running One of Two Sales Plays, and Most Picked Without Looking

👀 Meta earns a look

Axios Pro Rata: AI self-own

Chart of the Day

MIT scientist: Elon Musk was right, we are almost certainly in a simulation

BREAKING: How Apollo, Citadel, Blackstone, & Bridgewater Built Their Brands

OpenAI Declared the AGI Era. Then Greg Brockman Moved 25% of Its Production Engineers to Defense

10 of The Wildest Hot Takes From the All-In Summit 2026

ICYMI: 10 Wild Hot Takes From the All-In Summit 2026

Anthropic IPO at Risk, Meta's Muse Pop, Token Prices Fall, Open Source Gains Share, Alignment Fails

OpenAI Hacked U.S. Government Sites, Too

Aaron Levie, Steven Sinofsky & Martin Casado: How Do You Secure a World of AI Agents?

🤖 AI arms control

Chart of the Day

Your AI Agents Are Aging

🎯 MAGA takes on Dario

Meta Goes All-In on Muse

3 Founders Shipped Claude Managed Agents to Production in 2 Weeks. Here's the Playbook

The Case Against an AI Pause | Eddy Lazzarin

How to Raise Venture Capital: How Rounds Happen

Axios Pro Rata: IPOs on hold

How to Get 1,000 AI Agents Working While You’re Offline

🧷 AI's safety paradox

Introducing Newcomer’s VC Sentiment Report: Unfiltered Insights from Silicon Valley’s Top Venture Capitalists

BREAKING: Claude Opus 5.5 Just Made Frontier AI 40% Cheaper. Here Is the Fundraising Playbook

Why a16z is Building a New School for the AI Era | Ben Horowitz

20VC: Why AI Cannot Replace Humans in Enterprise | Why Work Processes Not Models Will Be The Most Valuable Asset in AI | Why Europe Has Lost and Building in the US vs EU with Daniel Dines, UiPath

Naveen Rao: 4D Computing, AI's Energy Wall & Beating Biology

🤖 Trump's new AI czar

Import AI 473: The US's superintelligence strategy; human brain in a mouse skull; and machine hermeneutics

AI has security chiefs scared stiff

Frontier Overhangs (Stratechery Article 9-21-2026)

Sam Altman Says an OpenAI Model Hacked Hugging Face for a Perfect Score. Here Are the 10 Takeaways Founders Need.

AI Safety Language Is Destroying the Debate | Steven Sinofsky

🔥AI Labs Asked to Slow Down While NVIDIA Keeps Shopping - Here's the State of the Market in September 2026

Bill Gurley: Searching for Feynman

Google's Gemini Also Escaped Into the Wild and Hacked Corporate Websites

Safetymogging and marginmaxxing the accelecels

👀 Policing the labs

Doomforce (This Week in Stratechery)

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

Databricks CEO on AI Pacing, Cyber Risk, and the Enterprise

ForceTwin: Physics-informed Digital Twins for Robotic Manipulation from Instrumented Human Interaction

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

#502 – Psychiatry, Insane Asylums, Mental Illness, ECT, Lobotomies, Freud & Jung

Anthropic, we have questions

OpenAI Discloses More “Concerning” Model Behavior

❌ Just say no

Axios Pro Rata: "Disappointingly limited"

Meet our VC all-star team

The Senate Shoots Down the Crypto Industry's Big Bill

JD Vance on AI, Entitlement Fraud, Iran War, Israel, H-1B Abuse & the Midterms

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

💭 AI in Dreamland

Axios Pro Rata: Safety first

Who wins if AI slows down?

Anthropic, Google, and OpenAI Are Discussing an AI Industry Standards Board

✋ 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

Northern Yemen Group Used Claude to Build Weapons Systems, Anthropic Reveals

⚠️ AI alarm bells

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

Axios Pro Rata: Dollars and doom

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

For Startups Facing the AI Safety Uproar, Cybersecurity Looms Larger than Existential Risk

Sam Altman Discusses Putting the Brakes on Cutting-Edge AI

📵 No baggage

Weekly TOP Startup / VC news of September 10, 2026

Automattic's Board Kicks Matt Mullenweg to the Curb

The True Biggest Risks in the AI Thesis

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

Who Grades the AI Models? | Ben Horowitz & Rayan Krishnan

🧑‍⚖️ Good judgment required

Weekly Funding rounds / Statistics / Insights of September 8, 2026

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

OpenAI Researchers on the Future of Mathematical Reasoning

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?

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🤖

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

🤖 Drifting toward guardrails

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

Axios Pro Rata: Controlling Anthropic

The Memo - Special edition - GPT-6 Astra - 4/Sep/2026

Tim Cook Was a Great CEO. The Tech Industry Needs a Statesman.

Friction and Feedback (This Week in Stratechery)

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

📈 AI accounting 101

Axios Pro Rata: Driscoll dollars

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

Weekly TOP Startup / VC news of September 3, 2026

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

Axios Pro Rata: Oil money mystery

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

Humanoid Safe Stop via Learned Stoppability Value

🍎 Tim Apple's last day

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]

Daniel Litt: The Mathematician's Guide to AI

💬 AI safety gaps

The rise and fall of agent civilizations

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

OpenAI Says SpaceX Can't Be Trusted

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

👀 Europe's AI gamble

The Memo - 29/Aug/2026

Tech Giants Warn of Impending AI Cyberattacks

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

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.

Eric Weinstein: The State of American Science, Breakthrough Coverups, and the Danger of Physics

💡 Bill Gates' warning

REPORT: Anthropic Claims Its TAM Exceeds $30T

Axios Pro Rata: PE's pastime

Michael Kratsios: Trump's Science Agenda, Anti-Science Claims, Fauci's Damage, DEI & China

💸 Anthropic's money question

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

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

Why Medical AI Needs a Referee | Protege's Engy Ziedan

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

DeepSeek Closes in on Anthropic's Top Model

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

📢 Data center messaging

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

How Microsoft Is Securing the Agentic Enterprise | Aaron Zollman

🏢 AI's data center problem

Axios Pro Rata: Stripe's singularity

🛑 OpenAI's pause

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

Anthropic Overtakes OpenAI in Quarterly Sales

Why Most Self-Improving AI Loops Fail and How to Build One That Works

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

Agents need humans, too

BREAKING: Nikesh Arora, Palo Alto Networks

The Feds Take Aim at a16z

How Do You Defend Against AI That Can Hack?

🤐 Prompts and privacy

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

Series A activity: Week of August 9, 2026

Nikesh Arora, CEO Palo Alto Networks ($PANW)

Sam Altman: OpenAI's Best 12 Months Start Now

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

AI Adoption Is a Myth⚖️, Anthropic Could Be Worth $2 Trillion at IPO💵, The Claude Prompts That Close Rounds in 20…

179: 蒸馏风暴：一场无人公开谈论的技术竞赛

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

🤝 Strange AI coalitions

Anthropic's $2T IPO, Zuck's AI Manifesto, Nvidia's $500B AI Bet, Grok's Comeback

The CapEx Train Keeps Rolling (This Week in Stratechery)

💰 Agents meet liability

The Memo - 14/Aug/2026

Building a $200M Bootstrapped Chess Empire with Chess.com CEO Erik Allebest

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

ContactGuard: Pre-Contact Execution Monitoring with Action-Conditioned Latent World Models

💼 C-suite AI use

The best unicorns aren't the biggest

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

Safe Reinforcement Learning using Ideas from Model Predictive Control

👾 Agent apocalypse

Axios Pro Rata: Frontier financing

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

Peter Steinberger: "Fun Is Velocity"

The CISO Playbook for AI Agents | Datadog

Posts from VC News Daily for 08/11/2026

⏸️ OpenAI hits pause

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

The Face Behind Anthropic’s Success

How AI Is Rewriting the Rules of Cybersecurity | Truffle Security & Socket

🏛️ State deepfake rules

8 Predictions for the Era of Continual Learning

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

The Reality of AI-Powered Cyberattacks | Truffle Security & Socket

178: 与田渊栋聊 RSI：模型自进化如何到来？

🕺 The DeepMind shuffle

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

Weekly TOP Startup / VC news of August 6, 2026

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

💾 Nvidia's banking moment

Sam Altman: 3 months of work now takes 7 minutes

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

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

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

Stochastic Multiple Shooting Trajectory Optimization via Sequential Local Policy Evaluation

20VC: 70% of Neolabs Will Die | There Will be a $100BN US Open-Source Model | Data is a Trillion $ Market | Governments Cannot Regulate Models: It is Too Late | The Cyber Attacks to Come Will be Insane with Anastasios Angelopoulos @ Arena

⚽ Axios Pro Rata: Red card

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

DeepSeek's Delivers Another "DeepSeek Moment"

⚙️ Building AI rules

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

Charts of the Day

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

Anthropic's AI Models Are Also Behaving Badly

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

☁️ Azure's $100B

The New Scaling Law

OpenAI Admits Hugging Face Hack Was Much Bigger Than Previously Known

PAC-MAN: Perception-Aware CBF-RL for Whole-Body Safety in Humanoid Dodgeball

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

🤗 Hugging Face cont'd

53: Zhengdong Wang - Feeling the Wave

This guy made $80M in profit. Here's his next 3 stock picks

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

Anthropic's New Model Cracks a Major Banking Encryption Standard

Every Tech Company Is Falling Into A Layoff Trap

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

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

The $1/Hour Worker: Four Robotics CEOs on Humanoids at Home, China's Threat, and the End of Dangerous Jobs

⭕ Nvidia's circularity

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"

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

OpenAI’s IPO delay is the valuation signal

OpenAI’s IPO delay is the valuation signal

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

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

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

Axios Pro Rata: Capital concern

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

Decacorns are the new unicorns

Series A activity: Week of July 19, 2026

Steven Sinofsky: AI Doesn't Need New Rules Yet

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

Ben Horowitz: The Fight Over Open Source AI

Tech Powerhouses Line Up Behind Open-Weight Models

AI Made Bug Bounties a Six-Figure Skill Overnight

🇨🇳 China AI warning

The Fight Over Open Source AI, Anthropic's $1.5B Payout, NYC Socialists: Evictions = Violence?

Axios Pro Rata: Stripe's new "money"

Bean counting for AI

EU Regulators Fine Google $1B

20VC: OpenAI and Anthropic Threatened by Kimi? | Should the US Ban Chinese Open-Source Models | Should Openrouter Sell & Value in the Routing Layer? | Stripe Buying Paypal: What You Need to Know

🤕 Google's low morale

Axios Pro Rata: VCs add CAIOs

Opportunities in AI hacking

Reddit and Other Big Pubs Consider Blocking Google

👯 Closed-model bffs

OpenAI Admits Its LLM Went Rogue and Hacked Hugging Face

💊 Cheap drugs

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

AI's true cost

Directional Constraints for Efficient Exploration in Safe Reinforcement Learning

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

🇨🇳 Kimi K3 Khaos

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

Who’s Afraid of Chinese Models? (Stratechery Article 7-20-2026)

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

Hugging Face's CEO on Open Source AI, Model Routing, and the Future of Competition

China just open-sourced Opus-level intelligence. Here is the playbook

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

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

💰 AI campaign cash

Axios Pro Rata: Waiting on Clarity

IPO Party Faces Down Volatility & Sinking SpaceX Shares. Can the Window Stay Open?

Chinese AI Startup Takes on Anthropic and OpenAI with New Model

SCOOP: Menlo Ventures Sees IRR of 40%+ on Recent Funds After Doubling Down on Anthropic

SpaceX Shares Fall Back to Earth

Replay 2025: David Sacks on AI, Crypto, and America's Technology Future

📝 AI-pocalypse jobs board

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

🔭 Demis AI watch

51: Nan Ransohoff - Power Laws for Philanthropy

Axios Pro Rata: Pressing pause

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

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

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

🌀 AI rules scramble

Political Risk & Threat Analysis Expertise Are Hot Tickets in Silicon Valley as Trump & AI Shake the World Order

20VC: Sam Altman Offers Trump 5% of OpenAI: Fool or Genius? | Alex Karp Sounds the Alarm: Enterprises Fear Frontier Models & Questionable ROI of AI | The Rise of Chinese Open Source: Deepseek Building Own Chips

🛑 Slow AI down

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

Weekly TOP Startup / VC news of July 9, 2026

Apple Loses Key EU Court Challenge

The AI Job Apocalypse Is a Complete Misread

Mark Zuckerberg & Priscilla Chan: How AI Will Help Cure Disease

Chinese AI Models Are Increasingly Displacing OpenAI and Anthropic

💡 Claude's reasoning

Quantum computing's déjà vu

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

⛽ Trading compute

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

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

a16z Goes Global: Why American Tech Must Lead the World

🇺🇸 Allies under AI

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

Weekly TOP Startup / VC news of July 2, 2026

Dylan Field on the “Permanent Underclass of Zero Taste”

🚀 Claude's new upgrade

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

🩸 Bloodbath no more

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

Data Insight: US and Chinese companies train almost all of the world’s most-used AI models

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

Apple Falls Victim to a Ransomware Attack

⚔️ The pro-AI split

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

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

The Memo - 28/Jun/2026

ICYMI: ElevenLabs 🤝 Poland’s $1T Rise

OpenAI and Anthropic Wrestle with White House Review Process

🌏 China's global push

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

Axios Pro Rata: Remembering Om

The Software Handoff

The next big breakthrough will be AIs learning on the job

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

Your AI App Has a Hole in It Right Now

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

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

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

Building Self-Accelerating AI with Mirendil

💡 Google's talent problem

Beneath VC's splashy deals

Tesla Faces New Federal Crash Probe

The AI Upgrade Trap: Why Switching to a Better Model Breaks Everything You Built

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

⚡️ Data center dilemmas

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

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

The data black hole at the center of AI

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

No, You Don’t Need an AI Agent

Generalist Intelligence: The Off Switch

🔎 Unwritten AI rules

Axios Pro Rata: Bernie's AI plan

49: Jasmine Sun - Close Enough to See Clearly

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

💪 AI's power struggle

Soaring Costs Prompt Fresh Interest in Open Source AI. Chinese Firms Are Way Ahead.

SpaceX Buys Cursor for $60B in Stock

💰 Anthropic's IPO risk

The Memo - Special edition - Public access delays to intelligence & the Claude Fable 5 ban (15/Jun/2026)

AI is scaring lenders from software

Anthropic Struggles to Resolve Mythos Suspension

🚨 Fable fallout

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

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

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

The U.S. Orders Anthropic to Shut Off Access to Mythos

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

🛡️ National security AI

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

Hey Siri, Tell Me a Fable (This Week in Stratechery)

🚀 Prometheus rising

OpenAI Prepares for a Price War with Anthropic

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

💰 Mythos-maxxing

Axios Pro Rata: VCs behaving badly

"The CEO Must Be the Chief AI Officer"

Anthropic Unleashes a Version of Mythos

The Most Honest AI Analysis of the Year (and What Everyone Needs to Know)

AI IPOs are off to the races

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

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

📚 AI's literacy cliff

Axios Pro Rata: USAI Inc.

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

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

We're all short intelligence

🔬 Science power player

Axios Pro Rata: AI USA Inc.

Alexandr Wang — Bloomberg Tech 2026

Anthropic Urges Its Competitors to Hit the Pause Button

Shield-Loco: Shielding Locomotion Policies with Predictive Safety Filtering

🌈 GLAAD's AI warning

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

🧯 Trump cools AI rules

Axios Pro Rata: Closing comments

OpenAI goes public as AI's worst value

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

💰 Anthropic's IPO test

Axios Pro Rata: Anthropic anthology

The AI budget trap

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

Anthropic Files to Go Public

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

Biotech IPOs get their groove back

Series A activity: Week of May 24, 2026

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

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

Slow Takeoff: 2026

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

Luceing Their Mind (This Week in Stratechery)

Bezos's New Glenn Rocket Blows Up on Launchpad

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

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

The Six AI Trends Defining 2026

💭 AI's messy middle

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

Uncapped #51 | Joe Lonsdale from 8VC

🚨 Hassabis sounds alarm

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

🔥 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 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

Hugging Face's Clem Delangue on Open Source AI and the LLM Bubble | MTS Live

Liftoff: Your guide to SpaceX's S-1

Judge, Then Drive: A Critic-Centric Vision Language Action Framework for Autonomous Driving

Superhuman Safe and Agile Racing through Multi-Agent Reinforcement Learning

👀 Google reinvented

Axios Pro Rata: Frozen

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

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

⚖️ No one wins

Axios Pro Rata: PE sports ban

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

Elon Musk Loses Case Against OpenAI

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

BREAKING: Andrej Karpathy Joins Anthropic

😠 Chorus of boos

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

Charted: Anthropic vs. OpenAI

Marc Andreessen: The AI moat is not the model

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

Do World Action Models Generalize Better than VLAs? A Robustness Study

Take the dive

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

Vitalik Buterin on Human Agency in the AI Era

Ten Years of Scale

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

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

🎓 Go to college

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

🔥World's Hottest Startups in May 2026

Don't wait for the AI shock

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

Balaji and Taylor Lorenz on AI and Media

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

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

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

This Opportunity Is Hidden In Plain Sight

Why We Need Continual Learning

Axios Pro Rata: Sam at stake

Paul Tudor Jones - Lessons From 50 Years in Markets - [Invest Like the Best, EP.469]

OpenAI and Microsoft Make Nice

43 backlinks every founder should chase before AI Overviews eat their traffic

Snapchat CEO: Why distribution has become the most important moat | Evan Spiegel

Mistral AI's €105M Memo📄, Enterprise SaaS Defense⚔️, Seed Math Broke💰

RedVLA: Physical Red Teaming for Vision-Language-Action Models

SpaceX Buys an Option to Purchase Cursor

👀 Axios Pro Rata: Warsh Watch

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

🤖 AI runs CEO

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

The Q1 Platform Insights Report is here. Get all the insights for nearly 25% off.

Frontier labs come for biology

BREAKING: General Catalyst's First-Ever Quarterly Review

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

Bret Taylor Seen as Possible Replacement for Sam Altman at OpenAI

⚡️ Data center divide

US Public Opinion Is Shifting Hard Against AI. Is it Simply a Messaging Problem?

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

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 & How OpenAI Could Win the Enterprise Game

👀 Claude complaints

Does Education Matter in the Age of AI? MIT President Sally Kornbluth

Claude OPUS 4.7 is here. Here is what actually changed

Technology, Culture, and the Next AI Interface with signüll

Vision-Based Safe Human-Robot Collaboration with Uncertainty Guarantees

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

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

🎓 $10K AI college

OpenAI and Anthropic's ARR row

Anthropic Is Talking to the Trump Administration Again

How a 20-Person Startup Won Gold at the Math Olympiad—Tying With OpenAI & DeepMind (Tudor Achim, CEO of Harmonic)

Taste Is the New Moat and Design Decides Which Startups Survive

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

✨ Rule of three

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

Max Levchin: “The Net IQ of the World Is About to Go Up 50 Points”

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

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

Don't ask the group chat for permission

💡 Big AI ideas

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

Rapid Improvements in Foundation Models Surprise Even the Optimists

Software's new model

Myth and Mythos (This Week in Stratechery)

Meta Removes Ads from Lawyers Seeking Social Media Addiction Plaintiffs

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 & Doug Leone Returns to Sequoia

💰 OpenAI's $100B

The incredible exploding AI budget

Anthropic Suffers a Setback in Its Fight with the Pentagon

Who Controls AI Acceleration? Vitalik Buterin and Guillaume Verdon Debate

A-SLIP: Acoustic Sensing for Continuous In-hand Slip Estimation

😮 Super bot hacker

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 & We Have Not Hit Scaling Laws | Bottlenecks in AI & 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

Reading Altman's fine print

Anthropic Just Passed OpenAI in Revenue. Spending 4x Less

Balaji on Why AI Raises the Cost of Verification

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

OpenAI’s Next Image Model Just Leaked. The Examples Are Insane.

🧪 California tests AI rules

Anthropic Buys Stealth Dimension-Backed Coefficient Bio in $400M+ Stock Deal

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

⏱️ Ticking token clock

It's Official: SpaceX Has Filed (Confidentially, That Is)

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

💧 Lots of leaks

Weak science behind AI health hype

BREAKING: Anthropic just leaked Claude Code’s entire source code

20VC: Marc Andreessen on The Future of Venture Capital: Will a16z Go Public | Why Labour Displacement with AI is Wrong | Why Introspection is Dangerous | Why "Diamonds in the Rough" is BS in VC | Why a16z Invested $300M into Adam Neumann

✖️ Anti-Elon

Import AI 451: Political superintelligence; Google's society of minds, and a robot drummer

Marc Andreessen on Evaluating Founders and AI's Consumer Surplus

20VC: The Venture Model is Broken | You Need to be Greedy and Selfish to Win Early Stage Investing | Why Margins Do Not Matter for Early-Stage Startups | The Growth Rate that is Required in a World of AI with Gili Raanan, Founder @ Cyberstarts

Rumors of Anthropic's New Model Sink Cybersecurity Stocks

⚡️ AI rift widens

Anthropic's Generational Run, OpenAI Panics, AI Moats, Meta Loses Lawsuits

Axios Pro Rata: Sacks switch

How François Chollet Is Building A New Path To AGI

⚔️ Silicon Valley's D.C. friction

Meta and YouTube Lose a Landmark Case

Guilty: Meta Must Pay for Endangering Kids

🩻 AI's accuracy gap

High Profile Startup Delve Faces Fraud Accusations

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

🏇 New AI race

Axios Pro Rata: Courting competition

Import AI 450: China's electronic warfare model; traumatized LLMs; and a scaling law for cyberattacks

Mapping AI's $244B market

Musk Misled Twitter Investors, Jury Finds

🚧 White House AI plan

Sparse Autoencoders Reveal Interpretable and Steerable Features in VLA Models

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

🏀 Bots pick brackets

20VC: The 8 Moats of Enduring Software Companies: How to Analyse for Durability and Defensibility in a World of AI | Why Dropouts are "AI Maxing" the World & Remote Early-Stage Companies are Dying with Gokul Rajaram

😱 Selling AI fear

133. 对谢赛宁的7小时马拉松访谈：世界模型、逃出硅谷、AMI Labs、两次拒绝Ilya、杨立昆、李飞飞和42

Kara Swisher Says New AI Executive Order Is “Idiotic” | Pivot

OpenAI Code Red: The Drama Before the Next Big Drop

OF COURSE, Trump’s AI Czar David Sacks has ALSO Invested in AI

How this secret data company is powering the AI revolution | Edwin Chen

OpenAI's Code Red, Sacks vs New York Times, New Poverty Line?

Code Red, Bitcoin Costs, AWS Resurgence, and Waymo Safety (Not About AI... ish)

Michael Levin: Reality is an Illusion - Alien Intelligence, Biology, Life | Lex Fridman Podcast #486

AI Expert: We Have 2 Years Before Everything Changes! We Need To Start Protesting! - Tristan Harris

Ilya Sutskever – We're moving from the age of scaling to the age of research

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

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

Emmett Shear on Building AI That Actually Cares: Beyond Control and Steering

The Godmother of AI on jobs, robots & why world models are next | Dr. Fei-Fei Li

140: AI for Science, From the Beginning to Now | Dialogue with Zhang Linfeng and Sun Weijie from DeepWisdom

Amjad Masad & Adam D’Angelo: How Far Are We From AGI?

OpenAI Sora 2 Team: How Generative Video Will Unlock Creativity and World Models

Figma's Dylan Field on the Future of Design | Ep. 31

No Priors Ep. 138 | The Best of 2025 (So Far) with Sarah Guo and Elad Gil

Reid Hoffman on AI, Consciousness, and the Future of Labor

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

Atlassian CEO, Mike Cannon-Brookes on Why Everything is Overvalued & Are We in an AI Bubble