Geopolitics

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

177: 详解Kimi K3：强到冲击Anthropic估值的模型什么样？

Data Insight: Half of Nigeria’s population lives in cities

Marc Andreessen and Chris Dixon: What’s at Stake in Crypto Regulation

⚙️ Building AI rules

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

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

Data Insight: In the past, most people worked in agriculture; in today’s rich countries, only a small share do

VC’s alchemists of AI

OpenAI Admits Hugging Face Hack Was Much Bigger Than Previously Known

🤗 Hugging Face cont'd

New VC Funds Raised: Q2 2026 Recap

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

⭕ Nvidia's circularity

#499 – Gary Gallagher: American Civil War, Slavery, Lincoln, Grant & Lee

The Memo - 29/Jul/2026

Data Insight: Most of the world’s fastest-growing megacities will soon be in Africa

Bain vs. Carlyle: $7B wealth fight

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

📣 Open model push

Axios Pro Rata: Capital concern

Steven Sinofsky: AI Doesn't Need New Rules Yet

Ben Horowitz: The Fight Over Open Source AI

I'm rooting for open source

🇨🇳 China AI warning

High-Stakes Battle Over China Policy & Open Source AI Pits LLM Giants Against Their Customers

EU Regulators Fine Google $1B

Sriram Krishnan on Open Source AI's Biggest Week Yet

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

Data Insight: Global population growth peaked six decades ago

Reddit and Other Big Pubs Consider Blocking Google

👯 Closed-model bffs

David Friedberg on the Economic Crisis Nobody Wants to Fix

BREAKING: David Friedberg on America vs Socialism

OpenAI Admits Its LLM Went Rogue and Hacked Hugging Face

💊 Cheap drugs

Matthew Smith — Natural Gas: The Next Bottleneck - [Invest Like the Best, EP.483]

Axios Pro Rata: 🤖 Sourcing AI

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

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

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

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

Data Insight: Nearly half of young children in Guatemala suffer from stunting

💰 AI campaign cash

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

Self-learning factories

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

Data Insight: Fertility rates across many countries have converged, despite starting from very different levels

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

Former Intel CEO on What Went Wrong, What's Next + Lovable CEO on the Real Promise of Vibe Coding

NY's data center freeze

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

🔭 Demis AI watch

51: Nan Ransohoff - Power Laws for Philanthropy

Data Insight: Electric cars are taking off quickly in Latin America

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

172: Momenta IPO后再访曹旭东：就是想做没有尽头的AI

Axios Pro Rata: Destroying the record

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

Apple Alleges OpenAI Stole iPhone Secrets

🌀 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

Axios Pro Rata: VC record-stomper

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

Axios Pro Rata: Unsealed skulduggery

Chinese AI Models Are Increasingly Displacing OpenAI and Anthropic

⛽ Trading compute

Axios Pro Rata: Korea vs. PE

The VC hubs of the World Cup stage

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

The OWID Brief: Global food trade, heat deaths, paying for CO2 emissions, and more

Jersey Mike's serves up S-1 sub

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

Meta to Sell Excess Compute to Fund Ambitious Cap Ex Buildout

🚀 Claude's new upgrade

New Q2 VC data, new dashboard

#498 – Anthony Kaldellis: Roman Empire, Byzantine Empire, Rise & Fall of Empires

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

Comcast splits as peers combine

Nate Silver Predicts: Democrats Take the House, Newsom Is Fading & AOC Might Win It All in 2028

⚔️ The pro-AI split

Liquidity wiggles loose in Asia

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

ICYMI: ElevenLabs 🤝 Poland’s $1T Rise

Data Insight: Obesity rates in Pakistan have tripled in the last 20 years

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

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

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

Semi Stocks Take a Header

💡 Google's talent problem

Data Insight: A woman’s risk of dying in pregnancy or childbirth varies hugely by country

Beneath VC's splashy deals

⚡️ Data center dilemmas

Series A activity: Week of June 14, 2026

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

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

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

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

Generalist Intelligence: The Off Switch

The Secret Behind Elon Musk’s Insane Success

20VC: SpaceX Soars to $2.7TRN | Anthropic's Fable Banned by US Government | Wix and Adobe Hit All-Time Lows | Mistral Raising at $20BN and The Case for Sovereign Models | Fin Acquired by Salesforce for $3.6BN

🔎 Unwritten AI rules

Axios Pro Rata: Bernie's AI plan

49: Jasmine Sun - Close Enough to See Clearly

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

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

Axios Pro Rata: SpaceX's next deal

Ada Palmer – Machiavelli is the most misunderstood thinker of all time

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

Anthropic Struggles to Resolve Mythos Suspension

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

🚨 Fable fallout

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

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

SpaceX Just Became the Biggest IPO in History. Here Is What Actually Happened

🛡️ National security AI

All-In's Best Ideas Pitch Competition: 4 Investors Present Their Top Trades Live

Axios Pro Rata: Musk's moonshot

It's launch day

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

SpaceX's IPO Is a Done Deal

Samo Burja on Growth, Energy, and AI

Jensen Huang — GTC Paris Keynote at VivaTech

Dan Dreyfus: America's Critical Minerals Crisis is Here

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

Emerging Manager Q&A: Jason Zins about $50M Nomi Defense Fund I

Anthropic Unleashes a Version of Mythos

Axios Pro Rata: SpaceX futures

📚 AI's literacy cliff

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

🔬 Science power player

Dan Loeb: The Lost Art of Short Selling, and Why Stock Picking is Back

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

Axios Pro Rata: a16z goes global

First to build the missile wins

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

🧯 Trump cools AI rules

Axios Pro Rata: Closing comments

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

Axios Pro Rata: Anthropic anthology

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

Data Insight: Lung cancer deaths trace the rise and fall of smoking

SpaceX and Dell Score Massive Government Contracts

🦾 Progressives vs. AI

VC's $2 trillion depends on 3 magic doors

Luceing Their Mind (This Week in Stratechery)

Axios Pro Rata: Groq 2.0

Defense tech VC's graduation

Axios Pro Rata: SpaceX serenity

SpaceX builds a lockup ladder

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

SpaceX Spars with the Pentagon

Axios Pro Rata: Field of Dumb

Darren Farber on Iran, China, and the Rise of Neoprimes - [Invest Like the Best, EP.474]

🔥 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

Data Insight: One in four cars sold in 2025 was electric

😬 Executive order disorder

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

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

The OWID Brief: New population projections tool, childhood stunting, China’s electricity growth, and more

The Data Center Veto (This Week in Stratechery)

OpenAI Is ThisClose to Filing

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

Axios Pro Rata: SpaceX marks the spot

SpaceX Just Filed the Biggest IPO in History. Here Is What the Numbers Actually Say

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

Google Redefines Search Again

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

⚖️ No one wins

Data Insight: Tajikistan's remittances are worth nearly half the country’s GDP

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

😠 Chorus of boos

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

Charted: Anthropic vs. OpenAI

Data Insight: China added a Germany-sized electricity grid last year

Trump-Xi Summit, Benioff: "Not My First SaaSpocalypse," OpenAI vs Apple, Multi-Sensory AI, El Niño

Axios Pro Rata: Cerebras surge

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

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

Energy, Minerals, and the Physical Stack Behind AI

Axios Pro Rata: Spirited debate

Data Insight: India went from 15% to 70% Internet access in a decade, mostly through mobile phones

Don't wait for the AI shock

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

Axios Pro Rata: F1 dealmaking

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

Crossovers bet big before the bell

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

CA Governor Candidate Steve Hilton on Why California is Destroying Itself & How a Republican Can Win

The Shift in Global Drug Development

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

OpenAI and Microsoft Make Nice

Axios Pro Rata: Kushner plays ball

👀 Axios Pro Rata: Warsh Watch

Tim Cook’s Impeccable Timing (Stratechery Article 4-21-2026)

🤖 AI runs CEO

🔥 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

BREAKING: General Catalyst's First-Ever Quarterly Review

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?

The business of GPU preorders

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

Data Insight: France’s nuclear fleet gives it one of the world’s lowest-carbon electricity grids

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

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

🎓 $10K AI college

Scott Nolan - SpaceX, Founders Fund, and Rebuilding American Uranium Enrichment - [Invest Like the Best, EP.467]

Data Insight: Hunger levels have increased across Africa over the last decade

Anthropic Is Talking to the Trump Administration Again

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

✨ Rule of three

Data Insight: Many countries are “leapfrogging” landlines and going straight to mobile phones

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

💡 Big AI ideas

The OWID Brief: Falling battery prices, new country profiles on population, and more

Axios Pro Rata: Kalshi conversation

Anthropic Suffers a Setback in Its Fight with the Pentagon

Who Controls AI Acceleration? Vitalik Buterin and Guillaume Verdon Debate

Josh Shapiro on Trump, Iran War Chaos, Israel's Failure, the Economy, and 2028 Race

Axios Pro Rata: Crisis averted

Data Insight: Brazil, India, Vietnam, and Russia hold large reserves of rare earth, but mine very little of them

Reading Altman's fine print

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

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

🏀 Axios Pro Rata: Game on

SpaceX Is Now Targeting a $2+ Trillion IPO Valuation

🧪 California tests AI rules

SpaceX IPO, Iran War Fallout, Quantum Bitcoin Hack, The Space Opportunity

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

⏱️ Ticking token clock

Axios Pro Rata: Climate surrender

Miles Arnone (Re:Build Manufacturing) — Made in America

US carmarkers' futures ride on AI

✖️ Anti-Elon

Axios Pro Rata: Blast off

Rumors of Anthropic's New Model Sink Cybersecurity Stocks

⚡️ AI rift widens

Axios Pro Rata: Sacks switch

Silicon Valley Learns to Love the Government — at Least When it’s Friendly

⚔️ Silicon Valley's D.C. friction

Meta and YouTube Lose a Landmark Case

Security, Resilience, and the Future of Mobile Infrastructure

VC Returns Revealed: Bessemer India’s Slow-Build Strategy Put to the Test

Axios Pro Rata: Beauty Behemoth

Data Insight: Coal power has effectively died in the United Kingdom

RIP debt's golden era

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

20VC: Inside Anduril's $20BN Army Contract & Why Anduril Must Go Public | Why 99% of Drone Companies Will Die | Why There is Never an Ethical Question of How Anduril Products are Used with Matthew Steckman, President @ Anduril

How Matt Mahan Thinks He Can Save California

Axios Pro Rata: Courting competition

🔥 The Impact of Iran War on Private and Public Valuations - Here's the State of the Market in March 2026

Data Insight: Until fifty years ago, Argentina was richer than Spain

Musk Misled Twitter Investors, Jury Finds

🚧 White House AI plan

SpaceX at Musk's mercy

Please Listen to My Podcast (This Week in Stratechery)

Data Insight: In the 1980s, youth literacy was higher in Sub-Saharan Africa than in South Asia; it’s now the opposite

John Fetterman: The Rogue Democrat Who Broke Party Ranks

🎬 Hollywood tests AI

Axios Pro Rata: TikTok toll

VC RETURNS REVEALED: Recent Thrive & Notable Funds in a League of Their Own at UTIMCO

🏀 Bots pick brackets

William Hockey - Building the Operating System for the Dollar and Silicon Valley Heresy - [Invest Like the Best, EP.463]

Data Insight: Argentina was one of the richest countries in the world at the beginning of the 20th century

😱 Selling AI fear

Axios Pro Rata: Affinity marketing

Iran War, Oil Shock, Off Ramps, AI's Revenue Explosion and PR Nightmare

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

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

125. Chatting with Freda, Partner at Altimeter: Betting on OpenAI, Robinhood's Past, American Capital's Bad Boys, Calculations and Bubbles

Inside Anduril: Exclusive HQ Tour w/ Palmer Luckey, Brian Schimpf, Matt Grimm & Trae Stephens

OpenAI Code Red: The Drama Before the Next Big Drop

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

The AI Chip Wars Explained | Gavin Baker Interview

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

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

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

Joe Rogan Experience #2422 - Jensen Huang

Anduril & Founders Fund’s Trae Stephens on Choosing Good Quests in the Age of AI | Ep. 35

Reid Hoffman on Epstein, Elon Musk, and why AI is NOT a Bubble

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

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

Epstein Files Fallout, Nvidia Risks, Burry's Bad Bet, Google's Breakthrough, Tether's Boom

Why Marc Andreessen, Ben Horowitz, & David Ulevitch Launched American Dynamism

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

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

Elon Musk: OpenAI Betrayal, His Future at Tesla, and the Next Big Thing — Grokipedia

Could It Happen Again? Lessons from 1929 with Andrew Ross Sorkin

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