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Meta lost 25% of its value in 24 hours. Twitter moved to close the deal with Elon Musk as its stock neared $54. Both founders have a vision. Whose will win? Discuss…
Content from @elonmusk, @finkd, @noahpinion, @stratechery, @seedcamp, @ttunguz
Editorial
A Tale of Two Platforms
Essays of the Week
News of the Week
Startup of the Week
Tweet of the Week
The rise of data, and the increasing scope for AI to mine it for useful outputs, leads some to predict the end of apps. Can we dream of just asking for what we want, and getting it? Lots to chew on this week. Enjoy.
Editorial
The End of Apps? - A Discussion
Essays of the Week
News of the Week
Startup of the Week
Tweet of the Week
Twitter needs new leadership, and Elon Musk is the best chance of getting it. This week he renewed his bid to buy Twitter at the original price. But is he really going to pull the trigger? Or is it a ruse to blame bankers? Also @danrose999, @rabois, @Mazzeo @alex @elonmusk
Take a Walk on the Wild Side
Essays of the Week
News of the Week
Startup of the Week
Tweet of the Week
When Lina Khan came into office. She was championed as a friend of the people facing up to Big Tech. Today her reputation is in tatters. We predicted she was not well prepared for success, and we were right. Also, great content from @a16z @openai, @conniechan, @elonmusk @stevecase, @floodgatefund and @annimaniac
Contents from this week’s newsletter
This week a whistleblower demonstrated how poor Twitter’s internal data controls are, mirroring previous proof that TikTok is similarly challenged. And politicians focused on TikTok
Is TikTok Hatred Racist?
Essays of the Week
News of the Week
Startup of the Week
Tweet of the Week
Her full title reads
Elizabeth II, by the Grace of God, of the United Kingdom of Great Britain and Northern Ireland and of Her other Realms and Territories Queen, Head of the Commonwealth, Defender of the Faith.
She is no more. And much of what she stood for is also in decline
A lot to digest this week. China’s global economic leadership in sustainable tech, @garrytan has a new role heading Y Combinator, @OM exposes Apple’s AI weakness, @VitalikButerin has a new book, @Cloudflare defends the freedom to publish, @ttunguz thinks about web3 apps and @SamirKaji tweets about what makes a good VC.
Silicon Valley is struggling to adjust to the post-2021 correction. Some signals are way up, like Snowflakes revenues and stock price. Others are down, like funding rounds. Venture Capital is always a few steps behind on both the downside and the up. But today is sunny, and so is the near future. Andrew Keen and I discuss this week’s newsletter.
Here are the links from this week
Snowflakes Stellar Quarter
Essays of the Week
Elon Musk and Adam Neumann
Startup of the Week
Tweet of the Week
$350m for the man who lost most of $20 billion. The world has not gone mad. Read why Marc Andreessen (@pmarca) did it. Plus @ReidHoffman on AI, Josh Nicholson on Science and AI, @BrianSolis on Web3 marketing@Alexoppenheimer on valuing companies, and much more
This week @bhorowitz of A16Z and David Weiden of @KhoslaVentures talk about culture as a catalyst for a healthy company. @SamirKaji talks about the importance of emerging seed investors, and @HunterWalk discusses the importance of angels with operating experience to a CEO. @Om Malik and @BGurley talk about survival techniques during downturns. How Unicorns are Born? That is the common theme.
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