Contents

Venture Capital

Data is actually not a great VC-backed business

Why Every International Founder Should Spend Three Months in the U.S.

A Path Forward for Seed VCs

Why Seed Rounds Are Growing as Startups Shrink

Why our access is improving

On 9 data-driven tips for YC startup founders

Ultra-Unicorn Investors: These Firms Have Amassed The Largest Portfolios Of $5B+ Startups 

Landscape of VC-Backed M&A

Essays

A Summer of AI in San Francisco

The Satya of Satya’s Layoff Memo

Ads are inevitable in AI, and that's okay

The AI Search Tipping Point

The Slow Death of Social Networks

10 Things I Wish I Knew Before Vibe Coding

PageRank in the Age of AI

European Weakness

Wise shareholders back plan to move listing from the UK to the US

AI

As Anthropic goes, so goes the generative AI trade, says Big Technology's Alex Kantrowitz

a16z GP, Martin Casado: Anthropic vs OpenAI & Why Open Source is a National Security Risk with China

Balaji Srinivasan: How AI Will Change Politics, War, and Money

AI that was inevitable

Iconiq set to lead $5bn funding round for AI start-up Anthropic

The Evolution of AI Agents: Navigating the “Fog of AI” in Rapidly Changing Foundations | Stanislas Polu and Harrison Chase

What will it take for robotaxis to go global?

The AI SDR Reality Check: How To Actually Make It Work

OpenAI’s IMO Team on Why Models Are Finally Solving Elite-Level Math

#259: Why Data Is the Stack

Google Lands $1.2 Billion Cloud Contract From ServiceNow

Pew Study: Google Users Click Less When AI Summaries Appear in Search Results

Loveable and Replit Both Hit $100M ARR in Record Time. The Vibe Coding TAM: How Big Can This Market Really Get?

New AI architecture delivers 100x faster reasoning than LLMs with just 1,000 training examples

Tesla signs a $16.5 billion chip contract with Samsung Electronics

The Making Of Dario Amodei

Chinese Tech

Kimi

China’s AI Gambit: Code as Standards

How Hangzhou Spawned Deepseek and Unitree

Zhipu crushing benchmarks

Xi Jinping is the main thing holding China back

China Prepares to Unseat US in Fight for $4.8 Trillion AI Market

Media

New Media: Podcasts, Politics & the Collapse of Trust

IPO

Figma’s Auction-Like IPO Set Up to Capitalize on Strong Demand

Education

Why You Should Still Study Computer Science

Interview of the Week

"AI Is Too Busy to Take Your Job: The Electrifying Truth about our AIgorithmic Future

Regulation

Boston city council members introduce a bill to require drivers in Waymos

M & A

Palo Alto Networks agrees $25bn takeover of CyberArk

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