Is it a bubble? Here’s how Howard Marks of Oaktree Capital sees it. “Memories are short, and prudence and natural risk aversion are no match for the dream of getting rich on the back of a revolutionary technology that ‘everyone […]
Al Goldstein tells the Pangea Properties story. This comes from a fantastic entrepreneur who saw opportunity where everyone else saw risk. “In late 2008 (a full month after I officially left Enova), while banks were imploding, we started buying foreclosed […]
The $1B Al company training ChatGPT, Claude & Gemini. Surge AI, with fewer than 100 employees, “surpassed $1 billion in revenue last year, completely bootstrapped—the fastest company in history to reach this milestone.” This is an opinionated interview with Edwin […]
Hack reveals the phone farm flooding TikTok with Al influencers. “The hacker also shared a list with me of more than 400 TikTok accounts Doublespeed operates. Around 200 of those were actively promoting products on TikTok, mostly without disclosing the […]
Has the cost of building software just dropped 90%? “AI Agents … massively reduce the labour cost of developing software.” This transformative shift is due to agentic coding, which is streamlining processes that previously required entire teams, reducing project timelines […]
Not a bubble pop, but a wildfire. “Wildfires don’t just destroy; they’re essential to ecosystem health.” This metaphor shifts the conversation about AI from bubble burst to natural correction. Periods of hype create urgency but also eventual adaptation and growth, […]
General Catalyst’s $1.5B AI roll-up machine. “Marc Bhargava, Managing Director at General Catalyst and head of the firm’s Creation Strategy, breaks down one of the most significant shifts happening inside venture and private markets today: AI Roll-Ups. … These companies, […]
Redesigning government websites for the better. This is what happens when Airbnb’s cofounder joins the government. “Work is super high impact, redesigning government interfaces that suck.” National Design Studio is on a mission to modernize user experiences in government systems, […]
Does Gemini Show That Scaling Still Works? No. “The data show the opposite: scaling works only in a diminishing sense, with each gain costing non-linearly far more than the last.” Google’s Gemini 3 is a testament to brute-force computation yielding […]
Beware of secondary markets. “Secondary markets are rife with fraud and bad actors, and it pains me to see these bottom feeders profiting off Anduril’s growth while fleecing retail investors through unreasonable or opaque fee structures.” Anduril co-founder Matt Grimm […]