That Was The Week

Editorial: Dry Powder?

Essays of the Week

Dry Powder is not About to be Invested

Down Rounds Should Be Led by Entrepreneurs

Why Bill Gurley & Josh Wolfe Think VCs Won't Deploy All Their Dry Powder Anytime Soon

‘Tidal Wave’ of Down Rounds Hits Startups

Global Venture Funding In July Was Second-Lowest This Year As Seed Startups Are Hit Hard  

VC Optimism Returning But More Pain Ahead In Their Portfolios

AI of the Week

OpenAI Shoots To No. 1 Spot On Private Cloud Startup Ranking, Underscoring AI’s Sudden Ascendency

Generative AI Is Making Companies Even More Thirsty for Your Data

Money on Autopilot: The Future of AI x Personal Finance

Apple seeks to bolster expertise in generative AI on mobile devices

AI Won’t Replace Humans — But Humans With AI Will Replace Humans Without AI

Cloudflare as a Leader in AI? + Q2 Results

News Of the Week

Yaccarino Says Advertisers are Coming Back to X in First Major Interview as CEO

Five months ago Crunchbase vowed to try and avoid layoffs. Since then A.I. has changed everything

WeWork’s going concern warning is a reminder that VC and low-margin business don’t mix

Startup of the Week

A better internet for readers

X of the Week

Twitter for Sale by X

Editorial: Bonfire of the Unicorns

Essays of the Week

Historical Futurism

Venture Capital and the Retail Investor

Raising a fund in a downturn

Fundraising in Confusing Times

Fundraising is Hard - Fund of Fund Fundraising is Harder

Unicorns Hobbled Amid VC Pullbacks

The Unicorn Fire Sales Ahead

Hopin, the struggling virtual conference unicorn, sells events and engagement units to RingCentral

Reset & Rethink – Assessing Venture Capital with Gené Teare of Crunchbase

Video of the Week

LK-99 - Room Temperature Super Conductor

AI of the Week

SEC Proposes New Conflict of Interest Regime for Predictive Technology

Where Will AI Have the Biggest Impact? Healthcare.

News Of the Week

State of Private Markets: Q2 2023

Early-Stage Venture Capital Investment Down 54%

Coatue Raises $331 Million for Early-Stage Fund, 34% Below Target

Alphabet Stands Out in a Trio of Unimpressive Earnings

Meta Posts Strong Q2 Results as Facebook Crosses 3B Monthly Active Users

AngelList expands into private equity with the acquisition of fintech startup Nova

Venture Capital Firm Sequoia Cuts Crypto Fund by 66%

Volkswagen takes 5% stake in XPeng as part of Chinese EV deal

Tuesday Capital, a Silicon Valley firm that moved to Austin during the pandemic, captures $31M for its newest seed-stage fund

Startup of the Week

LK-99

Tweet of the Week

Stripes New CFO

Editorial: 

Essays of the Week

Venture Capital — We’re Still Not Normal - @CoatsDavid

Seed investing can’t turn back on - @lessin

The Broken Venture Value Chain - @fintechjunkie

Here Are The Venture Capital Firms That Are Investing Much Less - @ericnewcomer

Indexing Venture and Other Fool's Errands - @jordsnel

Manager Selection in Venture Capital - @scotthartley

The meeting that showed me the truth about VCs - @tomerdean

All-In Podcast on the venture business - @jason, @chamath, @DavidSacks, @Friedberg

In Defense of Strategy - @packym

The creator economy was already exploding. Then Hollywood went on strike. - @drewharwell, @TaylorLorenz

Video of the Week: 

Marc Andreessen on Why Elon is Special - @pmarca

AI of the Week

A Case for Heuristics: Why Simple Solutions Often Win in Data Science - @HollyEmblem

OpenAI, Google will watermark AI-generated content to hinder deepfakes, misinfo - @ashleynbelanger

Fact Sheet: Biden-⁠Harris Administration Secures Voluntary Commitments from Leading Artificial Intelligence Companies to Manage the Risks Posed by AI - @WhiteHouse

News Of the Week

Sam Altman's biometrics-based cryptocurrency Worldcoin is now live - @Fauza4IR

How Sam Altman’s Worldcoin Engineered Its Token Launch - @aidanfitzryan

Elon Musk Says the Twitter Brand Will be Retired, Renamed ‘X’, Very Soon - @adhutchinson

Almost 70% of Israeli startups act to shift funds, relocate due to judicial shakeup - @SharonWrobel1

Startup of the Week: 

Cafe Cyberia - @restofworld

Tweet of the Week: 

Not the X Designer - @anothercohen

Editorial: Data-First Venture is Coming

Essays of the Week

The Future of Venture Capital? Insights Into Data-Driven VCs

Has persistence persisted in private equity? Evidence from buyout and venture capital funds

Why more is less in investing

Symposium: The unique uselessness of business advice

VCs make mistakes too. And LPs need to be aware of them.

How This Ends (Part Three)

Video of the Week

Producing Charts with AI - Tomasz Tunguz

AI of the Week

ChatGPT update allows it to remember who you are and what you like

Teaching Programming in the Age of ChatGPT

The AI craze will implode faster than #Threads (🫢) if folks can't figure out how to make money from AI.

Apple is reportedly developing its own generative AI chatbot to rival ChatGPT

Microsoft launches vector search in preview, voice cloning in general availability

News Of the Week

Silicon Valley start-ups explore sales as funding runs dry

Venture debt deals decline 38%, led by SVB's core market

Meta unfriends the news industry in growing rift with publishers

BlackRock's Larry Fink says crypto will transcend any one currency

Court denies FTC’s last-ditch attempt to stop Microsoft buying Activision Blizzard

Startup of the Week

Sequoia Capital

Tweet of the Week

Entitled Employees?

Editorial: Khan and Gensler Should Be Fired

Essays of the Week

Threads won’t kill Twitter if it’s boring

Microsoft wins FTC fight to buy Activision Blizzard

FTC appeals its loss to Microsoft in Activision Blizzard case

XRP Sold on Exchange Declared Not an Investment Contract

Ripple’s XRP Token Surges 96% After Court Rules XRP Sales Aren’t Investment Contracts

FTC opens investigation into ChatGPT creator OpenAI

Video of the Week

Y Combinator - Will OpenAI Kill Startups?

AI of the Week

Elon Musk launches AI startup and warns of a ‘Terminator future’

Elon Musk's xAI Might Be Hallucinating Its Chances Against ChatGPT

Bard’s latest update: more features, languages and countries

Inside Google’s big AI shuffle — and how it plans to stay competitive, with Google DeepMind CEO Demis Hassabis

OpenAI and Associated Press (AP) announce partnership to train AI on news articles

Harvard is using ChatGPT to teach computer science

How elite schools like Stanford became fixated on the AI apocalypse

Survey Finds AI Interviews Will be Used by 43% of Companies by 2024

News Of the Week

Threads Reaches 100 Million Members in Record Time

China sets wide-ranging rules for private investment funds worth almost $3 trillion

Mercedes will use Tesla's EV charging standard on North American cars

Startup of the Week

Pulsar Fusion

Tweet of the Week

Michael Arrington

Editorial: Data-First Venture is Coming

Essays of the Week

The Future of Venture Capital? Insights Into Data-Driven VCs

Has persistence persisted in private equity? Evidence from buyout and venture capital funds

Why more is less in investing

Symposium: The unique uselessness of business advice

VCs make mistakes too. And LPs need to be aware of them.

How This Ends (Part Three)

Video of the Week

Producing Charts with AI - Tomasz Tunguz

AI of the Week

ChatGPT update allows it to remember who you are and what you like

Teaching Programming in the Age of ChatGPT

The AI craze will implode faster than #Threads (🫢) if folks can't figure out how to make money from AI.

Apple is reportedly developing its own generative AI chatbot to rival ChatGPT

Microsoft launches vector search in preview, voice cloning in general availability

News Of the Week

Silicon Valley start-ups explore sales as funding runs dry

Venture debt deals decline 38%, led by SVB's core market

Meta unfriends the news industry in growing rift with publishers

BlackRock's Larry Fink says crypto will transcend any one currency

Court denies FTC’s last-ditch attempt to stop Microsoft buying Activision Blizzard

Startup of the Week

Sequoia Capital

Tweet of the Week

Entitled Employees?

Editorial: 

Essays of the Week

How to Do Great Work Paul Graham

How Analytics Wins - Ergest Xheblati

The Modern Data Stack - Muji

Twitter and Threads

Twitter's Final Boss: Zuckerberg Wages War

You can’t post ass, Threads is doomed

Meta’s New Threads App Reaches 30 Million Users in Less Than a Day

Twitter threatens to sue Meta over its new Threads app

Video of the Week

Vinod Khosla - The Trillion $ AI Opportunity

AI of the Week

AI and the automation of work - Benedict Evans

Why Generative AI is such a "Nuclear" Force

OpenAI makes GPT-4 generally available

Artificial Intelligence firms flock to SF, “AI capital of the world”

News Of the Week

Nutrition, sleep and mental health advice offered to tech founders at risk of burnout

First Cut — State of Private Markets: Q2 2023

VC Exit Value Sags to Lowest Level Since the GFC

US venture capital spending drops sharply in 2Q

Unicorns face mass extinction as funding plummets

Khan Rewrites the Merger Rulebook

Startup of the Week

SoftBank backs Japanese robotics startup Telexistence in $170M funding round

Thread weet of the Week

Bluesky, Twitter, Threads and Mastadon as clothing styles

Editorial: The Venture Wreckage

Essays of the Week

Europe has fallen behind America and the gap is growing

Silicon Valley VCs rush into defence technology start-ups

Antitrust Threat to Figma-Adobe Deal Thwarts Hopes for VC Rebound

Spotify’s podcast plan is going off the rails

FTC’S Amazon Lawsuit Is ‘Silly’ If Not Insulting, Analyst Says

What the FTC Misses With Amazon Lawsuit

In VC Ranking, New & Small Firms Make The Biggest Splash

Video of the Week

Ian Bremmer’s ‘new globalization, a digital global order’: Will it work for us, or against us?

News Of the Week

Molten Ventures still hamstrung by dismal trading backdrop

Big Tesla Rival Latest to Partner Up With The EV Leaders

Masayoshi Son Ends Seven-Month Silence to Make Case for SoftBank’s Future

Visualizing BlackRock’s Top Equity Holdings

Twitter Rolls Out 25k Character Tweets for Twitter Blue Subscribers

UK Considers New Law To Label AllL AI-Generated Content

Andreessen Horowitz creates ‘Perennial’ evergreen fund amid market slowdown

Startup of the Week

Tesla Supercharger Network: Gas Station for EVs in Future

Tweet of the Week

Elon Must and Mark Zuckerberg to Stage a Cage Fight

Editorial: Phew, That Was A Week

Essays of the Week

Why Apple’s Vision Pro Will Change Movie-Watching

Spotify’s Video-Podcast Surge

Linda Yaccarino’s vision for Twitter 2.0 emerges

‘Pressures Remain’: Coatue Prepares Tech Founders for the Road Ahead

Three Reasons to Look Past the 40% Drop in VC Funding

Big News Publishers Look to Team Up to Address Impact of AI

‎Matt Higgins on How the Publishing Industry Will Feel the Coming AI Storm

Amazon, Friction, and the FTC

Video of the Week

Marc Andreessen on what makes Elon Musk special | Lex Fridman

AI of the Week

AI + Crypto: Best and Worst Cases

The US Senate Wants to Rein In AI. Good Luck With That

Building god

Inflection lands $1.3B investment to build more ‘personal’ AI

Snowflake and Databricks are putting the data stored in their services to work

Google DeepMind’s CEO Says Its Next Algorithm Will Eclipse ChatGPT

MIDJOURNEY’S 5.2 GAME-CHANGING FEATURES EXPLAINED

News Of the Week

Cash Is Drying Up in the Late-Stage VC Market

ThoughtSpot acquires Mode Analytics, a BI platform, for $200M in cash and stock

Startup of the Week

Why Lightspeed is Leading Redpanda’s $100 Million Series C

Tweet of the Week

Aaron Levie - Databricks Buys Generative AI Startup MosaicML For $1.3B

Editorial - The Year of the Mask (again)?

Essays of the Week

The Gospel of ARK Invest

Twitter’s value down two-thirds since Musk takeover, says investor

Elon Musk reclaims title of world’s richest person

Twitter is Approving Far More Government Censorship Requests Under Elon Musk

Video of the Week

The Cure @Shoreline Amphitheatre, Mountain View, 2023.05.27

AI of the Week

Improving mathematical reasoning with process supervision - OpenAI

Is The AI Hype For Real? $20B In Investments Says Yes - Crunchbase

Introducing The Information’s Generative AI Database - The Information

VC Giants Accel, Sequoia Scour Portfolio Startups for AI Risk

AI Canon - A16Z

News Of the Week

What is the total value of unicorn exits for US universities? Ilya Strebulaev

Investors turn to AI-guided dealmaking to gain edge over rivals - FT

JPMorgan is developing a ChatGPT-like A.I. service that gives investment advice

What’s new on Substack

WordPress.com challenges Substack with launch of paid newsletters

Startup of the Week

Apple MR Headset

Is Apple’s weird headset the future?

Meta Quest 3 Launches Later This Year + Lower Prices & Improvements for Quest 2

Tweet of the Week

Renaming Twitter