Large Language Models

Christina Cacioppo - Building an Enduring Software Company in the Age of AI - [Invest Like the Best, EP.496]

MiniMax Takes a Shot at OpenAI and Anthropic

What Happens When Everyone Has a Health Expert in Their Pocket? | OpenAI’s Karan Singhal

Dylan Field: Is AI Replacing Designers?, Design is the New Code & Democratizing Creativity

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

Breaking: $3M+ in Startup Perks Just Landed in The AI Corner

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

Compute Economics🖥️, Investors Who Take Cold Pitches💰, How CVC Is Concentrating AI VC Activity📈

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

20VC: Horizontal vs Vertical Agents: Who Wins | Model Routing: Commodity or Increasing in Value | The Future of the Inference Market | Why Founders Should Take Discounts for Tier 1 Firms with Harrison Chase, LangChain

🤝 An AI truce

The Memo - 16/Oct/2026

So you want to finance an AI lab?

BREAKING: $9.3B Vercel on AI’s Infra Outlook

Tesla Unveils a Flying Car

Higgsfield Hit $1B in Annualized Revenue in 18 Months. Cursor Needed 24. Here Are Alex Mashrabov’s 10 Calls

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

20VC: The Pro-Rata Battle: Valar Atomics Sues Day One Ventures | Meta Returns to the AI Frontier With Muse Wonder | NVIDIA Eyes $30B Reflection Deal & Jev Raises $870M at a $7.5B Valuation

💰 Anthropic's money bags

60: Patrick Hsu - Speedrunning the Infinite Game

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

184: 与陈哲的「具身季报26Q3」：Astra冲击后，通用模型会吃掉Robotics吗？

💥Why You Need a New CFO, Small Funds Disappear, Optimal Portfolio Size, Future Path for AI Labs & More

Anti-screen VC bets on a kids’ AI phone

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

BREAKING: Harvey x Sourcery

The Truth: Why Lean AI Startups Are Beating Everyone Else

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

David Vélez - Building Nubank and the Future of Global Banking - [Invest Like the Best, EP.495]

How much is OpenAI worth now?

Meta Releases Its First Frontier AI Models

Can AI Break Cryptography? What the Experts Actually Think

David Silver and Lasse Espeholt of Ineffable Intelligence: A Superlearner for the Age of Experience

20VC: Atlassian CEO on Why Agents Won't Replace Interfaces | Why Enterprises Won't Trust Chinese Models | Why The Jury Is Still Out On The Benefits of Specialised Models with Mike Cannon-Brookes

Muse Wonder: Zuckerberg and Wang's $100B AI

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

Hyperscalers double-dip the chip

Series A activity: Week of October 4, 2026

Perplexity CEO: SMBs Could Drive the Next Economic Boom

Replit's CEO Got Canceled for Killing Code in 2025. A Year Later, He Was Right.

The Race to Recursive Self-Improving AI

Why every company now needs to think and operate like a lab team | Josh Woodward (Google Labs, Gemini, AI Studio)

An empirical agenda for AI🔬, How Does Thrive Do It?🎨, Everyone is building the same thing🧩

Nick Bostrom: How Should We Navigate Superintelligence?

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

Data beyond brokerage

Competing ARR Estimates & Fuzzy Valuation Math in the Spotlight as Markets Get Edgy

Beam: The Great American Open Model with ReflectionAI Co-Founder and CEO Misha Laskin

OpenAI's missing $20B

Trump Administration Freezes Skilled-Worker Immigration Programs for Microsoft and Others

Chips, Memory, and Power | Pat Gelsinger

20VC: Cognition vs Factory: Vinod Khosla Creates a Storm | OpenAI Nears $70B Run Rate: Anthropic Under Threat | ElevenLabs Doubles Its Valuation to $22B & Salesforce Buys Listen Labs for $2B

⏳ Longevity meets AI

New GPs go hungry

USV’s New $900M Fund: Fred Wilson, Rebecca Kaden & Mike Mignano

BREAKING: USV Raises $900M in New Funds

Charts of the Day + Public Markets Update Deck

💥When to Raise, Biggest Opportunity in Software, Building a VC AI Brain & More

Kalshi's valuation is a bold prediction

Build Your Own Stock Analyst With ChatGPT and Instinct

Chart of the Day

The hedge fund doubling down on VC

Google's AI Infrastructure Chief, Amin Vahdat, on the Physics & Economics of Frontier AI

EgoLAP: Learning from Egocentric Human Data through Language-Action Reasoning

🪗 Folding iPhone fun

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

John Collison, Stripe: AI Agents Will Rewire the Internet

BREAKING: John Collison, Stripe

A Masterclass in Prompting GPT-6 Astra

OpenAI’s Head of ChatGPT: We’re entering a new era of AI (again) | Tibo Sottiaux

David George & Jack Altman on AI, Autonomy, and the Next $25 Trillion

Beyond the God Model | Alex Atallah & Amjad Masad

Chart of the Day

Anthropic's IPO Can't Wait Forever

The Future of Frontier Model Architectures with Walter Goodwin, Fractile Founder and CEO

Frontier AI Is a Ferrari. Most Companies Need a Model Y | Turing CEO

183: 与Henry的「AI季报26Q3」：Muse引爆个人助理、Astra进入机器人、OpenAI收入猛增

🦸 AI's super rebrand

Chart of the Day

New Q3 data: Elon strikes again

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

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

Uncapped #58 | David George from a16z

InterEvolve: Test-Time Evolution of Reward Programs for Humanoid Loco-Manipulation

Axios Pro Rata: Anthropic's IPO path

💥Why LPs Pass, Where to Make Money in AI, New Fund Performance Data, VC Tool Budgets & More

IMEC Says Today’s AI Will Look Ancient in 10 Years

The 9 Bottlenecks Actually Deciding Who Wins in AI

OpenAI Delays Releasing New Model Because It's Too Deceptive

20VC: $1BN ARR in 18 Months; The Untold Story of Higgsfield | Spending $4M Per Month on Models | Why Moats in AI are BS | Scaling a Content Team to 150 People with Alex Mashrabov

👀 Meta earns a look

Chart of the Day

The Memo - 28/Sep/2026

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

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

AI Can Write Code. Why Isn’t Software Better?

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

Robot-Use Agents: Why General-Purpose Models May Win in Robotics

Chart of the Day

Anthropic's Co-Founders Push for Majority Control

20VC: Meta's Muse Hits No. 1. ChatGPT Finally Has a Rival | Menlo Sounds the AI Bubble Alarm | Factory Triples Its Valuation to $5 Billion | Keith Rabois vs Airwallex: Who is Right? | Crusoe's $3.9 Billion Round. Is the Data Centre Trade Overheating?

🌄 The new frontier

182: 对话梁琛奇：抖音、猫箱、创业，「他们都搞生产力，我想用 AI 创造开心」

Gabe Stengel - Building Investing Superintelligence - [Invest Like the Best, EP.492]

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

Frontier Overhangs (Stratechery Article 9-21-2026)

TypeSafe Shipped a Model That Never Writes a Word. Here’s the Decision-Layer Playbook

BREAKING: Luca Ferrari CEO of Bending Spoons

Safetymogging and marginmaxxing the accelecels

War in the Middle East & Rising Interest Rates Threaten the Funding for AI Build-Out

Why Diffusion Will Win AI Inference with Inception Co-Founder and CEO Stefano Ermon

The OWID Brief: Organic vs. conventional farming, malaria, China's economic growth, and more

Doomforce (This Week in Stratechery)

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

Your Obsidian Vault Finally Has a Model That Can Read All of It

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

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?

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

Anthropic, we have questions

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

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

Zuckerberg Just Killed the Prompt. Muse Takes Goals Instead.

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

Open Models Change The Economics of AI

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

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

⚠️ AI alarm bells

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

The Memo - 12/Sep/2026

Duo Threats (This Week in Stratechery)

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

EXCLUSIVE: Tech Reporter Alex Heath Turns VC, Joins Sound Ventures

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

Weekly TOP Startup / VC news of September 10, 2026

What's driving legal AI's land grab?

The True Biggest Risks in the AI Thesis

🤖 Zuck's private agent

Amazon Accused of Discriminating Against Pre

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

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

🧑‍⚖️ Good judgment required

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

2 Companies Will Control Most of the World's Compute by 2028. Dylan Patel Did the Math.

OpenAI Researchers on the Future of Mathematical Reasoning

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

How to Find Family Office Investors: The Claude Playbook

Can Open Source Keep AI Power From Concentrating?

Your AI Doctor Is Coming | Julie Yoo

Paul Graham On Startups, Ambition, and Great Founders

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

Aaron Levie on Why Open AI Wins

DREAM: Deployment-Time Demonstration Generation via Real-to-Sim for Scalable Policy Adaptation

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

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

Friction and Feedback (This Week in Stratechery)

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

📈 AI accounting 101

Redefining Chip Architecture with Arm CEO Rene Haas

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

🚨 Frontier AI's disconnect

Chart of the Day

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

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

🍎 Tim Apple's last day

56: Miles Grimshaw - Back Down the Mountain

Daniel Litt: The Mathematician's Guide to AI

💬 AI safety gaps

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

Gavin Baker: Why AI Demand Is Outrunning Compute Supply

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

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

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

Max Junestrand: You Need The Willingness To Learn Faster Than Anyone Else

OpenAI Says SpaceX Can't Be Trusted

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

👀 Europe's AI gamble

The Memo - 29/Aug/2026

Nvidia Is Carrying the AI Economy. Is That a Problem?

The Infrastructure Behind the Machine Age

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

Meta Agrees to Pay Billions to Settle Claims It Harmed Children

Inside Cursor: The Anatomy of a Generational Startup

💡 Bill Gates' warning

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

REPORT: Anthropic Claims Its TAM Exceeds $30T

The State of AI: Macro, Apps, and Consumer

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

🔄 Routing roulette

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

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

The New Economics of AI | Martin Casado & Steven Sinofsky

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

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

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

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

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

Martin Casado on Where the Value Is Going in AI

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

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

20VC: SpaceX Buys Cursor for $60BN | Stripe's $8BN OpenRouter Bet | Anthropic's First Profit & The Math Behind Reaching $600BN in Revenue? | Lovable and Higgsfield Raise Mega Rounds

From Restoring Sight to Reimagining the Brain, with Max Hodak

Stripe's $7B+ AI plumbing play

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

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

📱 ChatGPTeens

Chart of the Day

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

BREAKING: Nikesh Arora, Palo Alto Networks

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

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

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

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

Weekly TOP Startup / VC news of August 13, 2026

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]

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

ASCII Art Turns LLMs into VLA Controllers

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

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

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

How Should Vision-Language-Action Models Use Proprioceptive State?

178: 与田渊栋聊 RSI：模型自进化如何到来？

Inside vLLM: The Engine Powering Open-Source AI

🕺 The DeepMind shuffle

Garry Tan: Own Your Intelligence

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

How Open-Source AI Became Critical Infrastructure

Sam Altman: 3 months of work now takes 7 minutes

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

Chai Discovery's Bitter Lesson: Drug Design Is Another Scaling Problem

RoboReact: Agentic Skill Distillation from Generated Egocentric Videos for Generalizable Whole-Body Manipulation

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

Why smarter AI models could drive up compute prices 10x

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

Patrick Collison: "What If You Succeed?"

177: 详解Kimi K3：强到冲击Anthropic估值的模型什么样？

BREAKING: Voice AI is Dominating

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

Jeff Dean: The 1% Rule for Building in AI

DeepSeek's Delivers Another "DeepSeek Moment"

Charts of the Day

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

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

Decagon’s Playbook for Building Enterprise AI Applications

176: 姚顺雨，来到腾讯300天

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

☁️ Azure's $100B

The New Scaling Law

The Seven Deadly Sins of AI Spend

AI for America's Small Businesses | Lassie

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

175: 对话Liblib陈冕：关于活下来，以及所有接近死亡的时刻

53: Zhengdong Wang - Feeling the Wave

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

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

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

⭕ 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"

OpenAI’s IPO delay is the valuation signal

OpenAI’s IPO delay is the valuation signal

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

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”

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

📣 Open model push

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

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

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

174: AI冲击企业软件巨头？与SAP原欣聊大模型to B的颠覆与边界

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

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

I'm rooting for open source

🇨🇳 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"

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

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

EU Regulators Fine Google $1B

Anthropic just cut the price of frontier intelligence in half

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

🤕 Google's low morale

Opportunities in AI hacking

Reddit and Other Big Pubs Consider Blocking Google

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

Chart of the Day

Axios Pro Rata: 🪏 Gold digging

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

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

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

AI's true cost

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

Most AI Startups Are Pricing Themselves to Death

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

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?

🇨🇳 Kimi K3 Khaos

When $188B is quaint

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

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

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

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

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

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

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

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

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

Axios Pro Rata: Waiting on Clarity

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

BREAKING: SambaNova Hits $11B Valuation

Mainframes and Main Characters (This Week in Stratechery)

Chinese AI Startup Takes on Anthropic and OpenAI with New Model

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

👀 Mira's new model

SpaceX Shares Fall Back to Earth

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

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

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

Agents Are the New Users of CPUs

Axios Pro Rata: Pressing pause

OpenAI's trillion-dollar wait

Uncapped #54 | Sam Blond from Monaco

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

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

🐻 Goldilocks GPT

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

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

OpenAI Loses Top Exec Fidji Simo

🛑 Slow AI down

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

You are overpaying for intelligence. Grok 4.5 just proved it

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

Series C activity: Q2 2026

Chinese AI Models Are Increasingly Displacing OpenAI and Anthropic

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

💡 Claude's reasoning

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

Quantum computing's déjà vu

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

Stop prompting. Start writing loops

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

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

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

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

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

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

a16z Goes Global: Why American Tech Must Lead the World

I dropped out of college and built a $3.6B company from scratch

Dylan Field on the “Permanent Underclass of Zero Taste”

BREAKING: Dylan Field, CEO of Figma

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

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

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

🩸 Bloodbath no more

Chart of the Day

Grant Sanderson – AI and the future of math

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

BREAKING: Benchmark's AI Playbook

The Real Reason AI Costs Keep Rising

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

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

Liquidity wiggles loose in Asia

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

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

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

The Memo - 28/Jun/2026

ICYMI: ElevenLabs 🤝 Poland’s $1T Rise

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

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

The Software Handoff

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

The next big breakthrough will be AIs learning on the job

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

AI Is Crossing the Frontier of Human Knowledge | Kevin Weil

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

💡 Army of agents

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

Building Self-Accelerating AI with Mirendil

Ali Ansari (Micro1) — The Human Data Engine

The free AI content engine that beats a content team

The One Thing AI Startups Keep Underestimating

What Happens to Design After AI?

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

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

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

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

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

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

The data black hole at the center of AI

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

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

49: Jasmine Sun - Close Enough to See Clearly

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

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

💪 AI's power struggle

Axios Pro Rata: PE's pizza past

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

Biggest VC-backed M&A ever

SpaceX Buys Cursor for $60B in Stock

💰 Anthropic's IPO risk

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

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

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

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

Inference engineering is the 80% cost cut most teams miss

Don’t Believe Those Who Say that SaaS is Dying

Simulating Humans at Scale: Simile's Joon Sung Park

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

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

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

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

AI, Design, and the Power of Open Models

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

Your AI bill is mostly wasted tokens

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

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

Alexandr Wang on One Year Leading Meta AI

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

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

Introducing Generalist Intelligence

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

🚀 Prometheus rising

Axios Pro Rata: Bezos billions

Jensen Huang — GTC Paris Keynote at VivaTech

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

💰 Mythos-maxxing

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

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

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

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

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

AI IPOs are off to the races

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

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

📚 AI's literacy cliff

Axios Pro Rata: USAI Inc.

Series A activity: Week of May 31, 2026

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

Building Search for AI Agents with Exa CEO Will Bryk

We're all short intelligence

Alexandr Wang — Bloomberg Tech 2026

Anthropic Urges Its Competitors to Hit the Pause Button

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

🌈 GLAAD's AI warning

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

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

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

OpenAI goes public as AI's worst value

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

Your AI agent is going to hallucinate at scale

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

💰 Anthropic's IPO test

Axios Pro Rata: Anthropic anthology

Series B activity: May 2026

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

I built a $0 second brain that compounds for life

Steven Sinofsky on Apple at 50, Microsoft, and the Future of Computing

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

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

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)

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

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

Axios Pro Rata: Anthropic ascends

Booming AI Revenues Boost Inference Startups to Decacorn Status

VC's $2 trillion depends on 3 magic doors

Luceing Their Mind (This Week in Stratechery)

Bezos's New Glenn Rocket Blows Up on Launchpad

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

Why $1B Exits are Dead

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

Anthropic Released Claude Opus 4.8 Today

Google Employee Charged with Polymarket Fraud

The Six AI Trends Defining 2026

Anthropic Just Dropped Claude Opus 4.8.

💭 AI's messy middle

The 50 richest families in America are betting on this trend

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

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

🚨 Hassabis sounds alarm

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

Why AI Isn’t Killing SaaS Yet

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

The White House Places New Restrictions on H1-Bs

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

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

OpenAI Is ThisClose to Filing

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

🧾 Anthropic's SpaceX bill

Gemini Robotics — Google IO 2026

Notion’s Ivan Zhao: The Refounder

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

Axios Pro Rata: Frozen

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

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

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

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

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

Elon Musk Loses Case Against OpenAI

BREAKING: Andrej Karpathy Joins Anthropic

Charted: Anthropic vs. OpenAI

Marc Andreessen: The AI moat is not the model

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

20VC: Lessons from Jensen Huang on "Founder Mode" | How to Know if OpenAI or Anthropic Will Kill your Company | How USV Liking Music Made Them $1BN on an Investment | The Five Year Desert to Product Market Fit & a $5.3BN Valuation with Shiv Rao @ Abridge

Eric Jang – Building AlphaGo from scratch

Exclusive Interview: Coatue CIO on AI's Biggest Winners

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]

Suno's Mikey Shulman: Everyone Can Make Music Now

Adarsh Hiremath (Mercor CTO) — Felicis Fireside

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

🎓 Go to college

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

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

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

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

Sam Altman's 10 Rules for the AI Era

Balaji and Taylor Lorenz on AI and Media

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

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

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

Voice AI Investment Surges as Enterprise Applications Gain Traction

Andrej Karpathy: From Vibe Coding to Agentic Engineering

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

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

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

Why We Need Continual Learning

💸 AI costs surge

What comes after smartphones, with Snap CEO Evan Spiegel

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

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

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

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

The Playbook For Building An AI Native Company

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

SpaceX Buys an Option to Purchase Cursor

📲 Apple's next act

👀 Axios Pro Rata: Warsh Watch

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

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

The Future Of Drug Discovery Is 4 Billion Years Old (Viswa Colluru, Founder & CEO at Enveda)

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

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

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

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

The 20-Agent Machine That’s Minting Millionaires

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

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

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

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

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

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

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

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

Anthropic Is Playing Hard to Get with Investors

Claude OPUS 4.7 is here. Here is what actually changed

Technology, Culture, and the Next AI Interface with signüll

Some OpenAI Investors Are Nervous about the Company's Direction

Why ChatGPT and Claude keep disappointing you

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

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

Axios Pro Rata: Apple AI

The world of voice AI, with Mati Staniszewski of ElevenLabs

OpenAI and Anthropic's ARR row

Max Levchin: The Interview

Anthropic Is Talking to the Trump Administration Again

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

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

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

Axios Pro Rata: Unprecedented growth

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”

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

The complete guide to AI coding in 2026

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

How to use Claude like the top 1% of users

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

Rapid Improvements in Foundation Models Surprise Even the Optimists

Myth and Mythos (This Week in Stratechery)

Meta Removes Ads from Lawyers Seeking Social Media Addiction Plaintiffs

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

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

The incredible exploding AI budget

Anthropic Suffers a Setback in Its Fight with the Pentagon

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

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

Anthropic Just Passed OpenAI in Revenue. Spending 4x Less

Balaji on Why AI Raises the Cost of Verification

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

🦞 OpenClaw clampdown

What the Heck Is Happening at OpenAI? Our Bonkers Monday Cliff Notes

Claude Skills: The Feature That Saves You 200 Hours

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

158: V4发布前的DeepSeek：人才竞争、组织特点和独特的AGI目标

Anthropic’s $1B to $19B growth run: how Claude became the fastest-growing AI product in history | Amol Avasare

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

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

SpaceX Is Now Targeting a $2+ Trillion IPO Valuation

Anthropic Just Shipped the Feature That Kills Microsoft Copilot

Axios Pro Rata: AI IPOs

Mega-IPOs From SpaceX, OpenAI & Anthropic Will Test Retail Investor Faith

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

Marc Andreessen on AI Winters and Agent Breakthroughs

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?

All Talk, All Action

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.

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

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

Wall Street Spends $20 Billion a Year on AI Trading Tech. Here’s How to Get 80% of It for $50/Month.

Uncapped #46 | Brad Lightcap from OpenAI

🎭 The ensemble play

Sergey Levine - Building LLMs for the Physical World - [Invest Like the Best, EP.465]

Apple’s 50 Years of Integration (Stratechery Article 3-31-2026)

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

You just got access to The AI Corner

156: OpenCalw、OpenAI vs Anthropic 的三重对阵、自进化丨 AI 季报 26Q1

Axios Pro Rata: Blast off

AI Is Moving from Assistants to Agents

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

Coatue Projected $1.995 Trillion Valuation for Anthropic in 2030

We Need Your Help

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

Rumors of Anthropic's New Model Sink Cybersecurity Stocks

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

How François Chollet Is Building A New Path To AGI

So Long to Sora (This Week in Stratechery)

20VC: Why You Need a $1BN Fund To Do Series A Today | OpenAI vs Anthropic: Who Wins Enterprise | SpaceX at $2TRN and Data Centers in Space | The $20BN Groq Deal Broken Down | Jeff Bezos' $100BN New Fund

AI Is Hitting a New Inflection Point

Guilty: Meta Must Pay for Endangering Kids

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

The Trials of Satya Nadella

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

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

Terence Tao – Kepler, Newton, and the true nature of mathematical discovery

Andrej Karpathy on Code Agents, AutoResearch, and the Loopy Era of AI

Please Listen to My Podcast (This Week in Stratechery)

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

This guy cured his dog’s cancer with ChatGPT + 4 other crazy AI stories

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

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

Kalshi Faces Another State Lawsuit

🏀 Bots pick brackets

Announcing the Cerebral Valley Voice Summit, Featuring Sierra's Bret Taylor, Abridge's Shiv Rao & More Top Founders

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

ChatGPT – The Super Assistant Era | BG2 Guest Interview

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

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

Sam Altman Is NO Steve Jobs: Why He FAILED to Sell AI on Jimmy Fallon

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

Tucker Carlson: Rise of Nick Fuentes, Paramount vs Netflix, Anti-AI Sentiment, Hottest Takes

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

Will AI be bigger than the internet?

OpenAI Code Red: The Drama Before the Next Big Drop

No Priors Ep. 143 | With ElevenLabs Co-Founder Mati Staniszewski

Interview with ONE2X Founder Wang Guan: Generative Systems, Eliminating Intermediaries' Profit Margins, Power Distribution on the Platform

Airwallex Raises $330M and The Battle with Keith Rabois & Netflix Acquires Warner Brothers

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

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?

No Priors Ep. 142 | With Harvey Co-Founder and President Gabe Pereyra

Why AI Moats Still Matter (And How They've Changed)

Joe Rogan Experience #2422 - Jensen Huang

How a16z Growth Invests

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

How OpenAI Builds for 800 Million Weekly Users: Model Specialization and Fine-Tuning

OpenAI vs Google vs Meta: Business Model War

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

Inside Thrive Capital: Investing in OpenAI, Wiz, Cursor, Nudge, Physical Intelligence

142: How a Self-Teaching AI Product Emerges | Dialogue with Zebra CPO Xiu Jiaming

Stanford AI Club: Jeff Dean on Important AI Trends

Google Just Won AI, TikTok’s “Self-Control Badges”, ChatGPT Enters Group Chats

Stanford AI Club: Guillermo Rauch on Building the AI Cloud

Satya Nadella describes how lessons from Microsoft’s history apply to today’s boom

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

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

AI Is Eating Logistics

Building AI Agents with MCP and Business Context | Bryan Bischof & Adam Conway of Theory

Satya Nadella – How Microsoft is preparing for AGI

How Google’s Nano Banana Achieved Breakthrough Character Consistency

Benchmark's GP, Everett Randle: Why Margins Matter Less in AI & OpenAI vs Anthropic: Who Wins Coding

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

Apple Chooses Gemini, Sequoia's Leadership Shake-up, and Meme Coins

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

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

ElevenLabs CEO: Why Voice is the Next AI Interface

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

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

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

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

Interview with Li Xiang (Part 2): CEO Large Model, MoE, Liang Wenfeng, VLA, Energy, Memory, Confronting Human Nature, Intimate Relationships, Human Wisdom

139: ICCV Best Paper, Beyond Light Years, Sand.ai: Cao Yue's Ten-Year AI Journey, from Researcher to CEO

Interview with Li Xiang Part 2: CEO Large Model, MoE, Liang Wenfeng, VLA, Energy, Memory, Confronting Human Nature, Intimate Relationships, Human Wisdom

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

Inside Coatue: $70B Hedge Fund’s AI & Retail Strategy

138: From the moment you use your mobile phone to when it understands you better, OPPO's mobile phone AI practice | Conversation with Wan Yulong, head of Xiaobu

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

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

Andrej Karpathy — “We’re summoning ghosts, not building animals”

137: Agent is an opportunity, and the tools for creating Agent are also | Starting from a chat with OpenAI developers

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