Writing

NewsletterJan 28

Clawdbot's Mac Mini Frenzy + Big Tech's $141B Earnings Blitz + Tesla Kills S/X for Optimus

An open-source AI agent went viral over the weekend, Meta and Microsoft dropped blockbuster earnings

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NewsletterJan 25

Capital One swallows Brex + Big Tech's $109M influence machine + The AI jobs squeeze

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12 min readRead →

NewsletterJan 21

OpenAI's $750B Moonshot + Apple's Siri Overhaul + TikTok Sale Closes

Sam Altman courts the Middle East for $50B+, Siri becomes a chatbot in iOS 27, and the TikTok saga finally ends

9 min readRead →

NewsletterJan 19

Claude's coronation week + SaaS stocks crater + OpenAI pivots to ads

Anthropic raises $25B+, Morgan Stanley index down 15% YTD, and ChatGPT gets commercials

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2026

4 posts

Jan

TSMC's $100B Year + OpenAI's Talent Raids + Apple Chose Google Over ChatGPT

Taiwan commits $250B to US chips, Sam Altman's BCI startup raises $252M, and the Gemini deal details emerge

Jan

Grok goes global pariah + China's $1.2B IPO week + AI agents go shopping

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Jan

The Chip Standoff, Robot Schools, and AI's Healthcare Invasion

Nvidia requires cash upfront from China, Boston Dynamics gets a Gemini brain, and OpenAI wants your medical records

Jan

Grok's safety meltdown + CES 2026 goes full robot

xAI generates CSAM, India threatens X's safe harbor, and Jensen takes the stage

2025

62 posts

Dec

Meta's $2B Agent Play: Buying Manus, Erasing Its Chinese Past

The enterprise agent wars begin, Hong Kong's $7B AI IPO stampede, and memory stocks crushed 2025

Dec

2025 Year in Review: AI captured 50% of all VC + the year infrastructure ate everything

$200B in AI funding, 55K layoffs blamed on AI, and the IPO market's comeback

Dec

From Vibe Coding to Code Red: The AI moments that defined 2025

Karpathy coined a term, Cursor hit $29B, Nvidia crossed $4T, and Google finally made OpenAI sweat

Dec

Nvidia retreats from cloud wars + China reverse-engineers ASML's crown jewels

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Dec

We’re giving away $50K in Notion Founder AI tools + a16z does Congress's AI Homework + OpenAI Chases $750B

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Dec

Trump's AI czar vs. 50 states + Disney pays $1B for Sora characters

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Dec

Trump lets Nvidia sell chips to China (for a 25% cut) + AI goes orbital as Earth runs out of power

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Dec

Netflix's $82.7B Hollywood takeover + DC’s Taiwan-first chip strategy

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Dec

Anthropic races to 2026 IPO with $10B run rate + OpenAI declares 'Code Red'

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Nov

Newsletter14 min read

China trains models in Singapore to dodge chip bans + US AI Czar has 449 reasons to deregulate

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Nov

China's dark factories go lights-out + Trump orders federal data for AI training

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Nov

Big Tech's $764M election spend to kill state AI laws + Google crushes OpenAI with Gemini 3

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Nov

US legitimizes Saudi AI power with 35K chips + Microsoft bets $15B against OpenAI

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Nov

Newsletter14 min read

Big Short investor bets $1B against AI + Thiel sells entire $100M Nvidia stake

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Nov

AI threatens 300M jobs + Big Tech burns $600B on infrastructure

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Nov

OpenAI's $490B taxpayer-funded fantasy + Jensen says China already won

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Nov

China bans all foreign AI chips + Xi plots a global AI takeover body

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Nov

OpenAI dumps Microsoft for $38B AWS deal + Trump blocks Blackwell chips

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Oct

OpenAI's $1T IPO Betrayal + America Cuts 172K Jobs in One Month

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Oct

Tech CEOs cancel National Guard with phone calls while Trump pardons CZ + OpenAI does trillion-dollar deals on vibes

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Oct

AI runs out of electricity + Hollywood sues everyone with a GPU

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Oct

Alibaba slashes GPU needs 82% + Meta evicts every AI bot from WhatsApp

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Oct

BlackRock's $40B compute grab + Netherlands seizes Chinese chips at gunpoint

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Oct

Nvidia's $20B circular money glitch & Oracle's 14% margins expose AI's economics problem

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Oct

ChatGPT gets apps, Google gets security, you get the power bill

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Oct

OpenAI becomes the most valuable startup ever + VCs dump $192.7B into AI (over half of all funding)

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Oct

Hackers cripple national security agencies + 12 studios sue Chinese AI

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Sep

TikTok's $14B fire sale, Nvidia's $100B OpenAI sugar daddy move & Apple's secret ChatGPT clone

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Sep

Nvidia-OpenAI's $100B chip leasing scheme + Google faces the breakup axe

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Sep

TikTok's $400B "Save America" deal & why H-1B visas now cost $100K?

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Sep

TikTok's $80B divorce finalized + 3 ways to revolutionize drug discovery

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Sep

OpenAI burns $350B while everyone wants to put AI in your ears

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Sep

Oracle's $300B AI bet makes Larry world's richest + Microsoft dumps OpenAI for Claude

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Sep

Anthropic hits $183B while paying $1.5B for piracy & tech elite play politics at White House

Silicon Valley's week was peak absurdity even by Silicon Valley standards.

Sep

Google dodges $172B breakup + Meta admits it needs help from rivals

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Aug

Perplexity's delusional $34.5B Chrome bid + We’re sharing $50K in Founder AI tools

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Aug

Meta's $10B own goal, Apple's desperate AI dating, and why your mattress now needs AI/ML

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Aug

MIT says 95% of AI is worthless + Meta's $1.5B hiring freeze meltdown

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Aug

The week America discovered Chinese-style capitalism & Palantir broke the laws of physics

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Aug

We’re sharing $50K in Founder AI tools + Perplexity's delusional $34.5B Chrome bid

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Aug

Newsletter14 min read

OpenAI hits $500B valuation while their chatbot prescribes ketamine & tells users they can fly

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Aug

Trump's 100% chip tariff bomb + Apple pays $100B to dodge the blast

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Aug

Newsletter15 min read

Figma's 250% IPO Pop Makes Adobe's $20B Look Like a Bargain

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Jul

Newsletter15 min read

Meta's $72B superintelligence bet + The internet gets toll booths for AI

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Jul

When $40B isn't enough: OpenAI's infinite money glitch & Tesla's robot fail

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Jul

Trump's AI deregulation speedrun + Defense tech raises $13B (what could go wrong?)

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Jul

Anthropic hits $100B while burning $5.6B: peak bubble or new normal?

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Jul

The $300B infrastructure bet that's turning coal country into AI country

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Jul

Google pays $2.4B for Windsurf's brains to then quietly be bought out by Cognition

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Jul

The $300 AI disaster + 3 companies want to take out Chrome

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Jul

AI boom pushes Nvidia valuation to $3.9 trillion, a new historical record

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Jul

Everyone's suddenly charging $200/month for bougie AI plans (here's why)

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Jun

Meta is trying to raise $29B while executing the AI's biggest talent heist

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Jun

How AI is breaking the business-building playbook (and why VCs are sweating)

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Jun

The most important crypto news this week surprisingly, had nothing to do with Bitcoin

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Jun

From 17 to 400 Startups per year: How Y Combinator became a startup factory.

Keep reading our Trending Thursday edition!

Jun

From 50 rejections as a “VC” to now predicting dozens of $100B AI companies

Let's get into the Startup Intros Weekly Download!

Jun

The Great AI Stratification: Why 75% of VC Deals Now Go to Just Two Categories

Let's get into the Trending Thursday newsletter from Startup Intros!

Jun

Cursor's $900M raise proves developers will pay billions for AI coding.

Read more in the Startup Intros Weekly Download!

Jun

Peter Walker (Carta) just dropped some of the most sobering and inspiring AI data I’ve seen.

If you’re a founder thinking about raising capital in the next year...

Jun

Newsletter7 min read

Startup Intros SeedFeed #2: Grammarly Raised $1B Last Week. Here’s What Matters.

The Bay’s AI startup scene is on fire. Get the quick hits + RSVP for our next founder event.

May

Newsletter6 min read

LMArena Drops $100M Seed Bomb

Who's getting funded, who's pitching in parking lots, and why your startup needs an AI angle now.