One industry that’s being replaced by AI: proxy advisors. “[JPMorgan] will use the [internal artificial-intelligence-powered] platform to manage the votes and the AI also will analyze data from more than 3,000 annual company meetings and provide recommendations to the portfolio […]
Fitness app Ladder’s rise to #1. This was a really cool interview, and a fantastic entrepreneurial story. From near-bankruptcy to success: “We pivoted from a failing marketplace to an engineering-first fitness platform.” Discover how they cracked TikTok’s algorithm and scaled […]
OpenAI’s $6.5B stylus play. “It sounds ridiculous. It sounds like Silicon Valley has finally run out of ideas and started raiding the stationary cupboard. But here’s the thing: They laughed at the AirPods, too. They looked like broken toothbrushes. Now […]
NVIDIA’s going to drive cars now. CEO Jensen Huang explains: “It’s trained end-to-end. Literally from camera in to actuation out; It reasons what action it is about to take, the reason by which it came about that action, and the […]
AI’s second-order impacts. “The second-order impacts of AI are the most interesting thing to invest in in 2026.” Isn’t it convenient when someone else does the pre-work for us? ~ learn more
The Frontier in 2025. This is great! “How did the world change this year? Which results are speculative? Which are biggest, if true? We collected and scored 202 results. Filter by field, our best guess of the probability that they […]
The world needs a better measure of manufacturing output than GDP. “the fundamental problem is that economics treats manufacturing as a flow (inputs, outputs, productivity per hour) when the strategic question is actually about stock. what capabilities exist? who holds […]
Google brings on the AI deflation. “Google’s latest model underprices the state of the art by 70% to 79%, with very similar levels of performance.” ~ learn more
What exactly is Production Capital? The term refers to “a wide and growing range of approaches for financing the emerging physical technologies aimed at transforming critical industries like energy, aerospace and defense, manufacturing, materials, and transportation.” This piece sketches a […]
Stripe research confirms money helps grow businesses. A nearly two-year randomized trial revealed that businesses accepting loans from Stripe Capital “grew annual revenue around 27% faster.” Patrick Collison emphasizes this highlights the persistent issue of capital scarcity for many businesses. […]