News, strategies, & resources for founders & VCs. 100K+ subs • 1M+ views/mo • Read by top VCs & decacorn founders
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BREAKING: Anthropic has reportedly locked in a $3.4bn deal for 1.7 gigawatts of gas-fired generators for its data centers!
It plans $500bn+ in AI infrastructure spending over 10 years.
Will every AI lab own its power supply?
BREAKING: The first US humanoid robotics company just went public via a $465m SPAC, a WILD milestone!
Agility made $1.8m in revenue last year and lost $138.1m.
Takeaway: humanoid robots now face the test of public markets.
BREAKING: A close-to-four-hour Musk documentary led its director to one WILD comparison: Elizabeth Holmes!
Alex Gibney’s word for what they share: confidence.
Takeaway: investors back conviction, so diligence has to test it.
Sam Altman has a SIMPLE rule for wild success: obsession!
The OpenAI CEO says the sooner you start on work that matters to you, the further you go.
What are you obsessed with right now?
BREAKING: OpenAI closed $11bn at a HUGE $1.25tn valuation!
That’s below the $1.5tn it first sought, and only part of a $30bn target.
Will the rest of the round close at $1.25tn?
BREAKING: Meta just launched Spaces for its Muse agents, after hitting 10m users in under two months!
Describe an idea in chat and Muse builds it.
Takeaway: chat is becoming the new app builder.
BREAKING: OpenAI has reportedly raised $11bn so far at a HUGE $1.25tn valuation!
That’s up from $852bn in March.
Will OpenAI IPO before Anthropic?
BREAKING: OpenAI’s CFO says the midterms didn’t dramatically change its IPO plans, and Q3 revenue grew 70%!
Enterprise sales doubled in the same quarter.
Takeaway: OpenAI treats the data center backlash as a planning scenario.
a tech executive says his company will build fewer vr devices
he says they will only release one when there is a real breakthrough
this device is the one he calls a breakthrough
Tesla’s Cybercab has a simple, driverless interior.
A touchscreen guides passengers through the ride.
The goal is a quieter, lower-cost ride experience.
BREAKING: An unreleased Anthropic model just helped prove a quantum computing problem open since 2008!
The system needed only 3 days.
Takeaway: AI now closes questions that outlasted careers.
Figure’s Helix 2.5 works across unfamiliar homes.
It made beds, folded towels, and picked up toys.
Success rose from 9% to 56% with Index pretraining.
Mark Zuckerberg explains why optimists tend to win, and the logic is SHARP!
Pessimists hunt for proof of failure and find it. Optimists hunt for a way to make it work.
Takeaway: what you look for shapes what you find.
Autonomous weapons are moving closer to real-world use.
The key question is how much human control remains.
Slaughterbots was fictional, but its warning sparked debate.
Greg Brockman says trust is key in a highly regulated enterprise
▫️ JPMorgan Chase will use cyber models to secure itself
▫️ models roll out across the company for knowledge work
the deals that run on trust are the ones worth winning
Reward AI’s OM-1 is built to work across different robot bodies.
It learns from human hand data instead of robot teleoperation.
The same model can power tasks across humanoids and robot arms.
BREAKING: Google will invest a WHOPPING $17bn in its first Wyoming data center!
Voters this week backed 1 of 41 data center ballot measures, and the project runs partly on 702MW of fuel cells.
Takeaway: power access is now the real AI moat.
AI-powered workplace analytics can monitor almost every movement.
While businesses gain productivity insights, employees may lose their sense of privacy.
Is the trade-off really worth it?
BREAKING: Zipline raised $1.5bn at a HUGE $21.5bn valuation, and Walmart is adding 300 drone delivery sites!
That’s a jump from 21 active sites today.
Will Zipline reach 1,000 drone sites by 2028?
