I'd expand the moats left to: - Proprietary data or content: data nobody else has, or unique content you can create - Network effects / com...
Anthropic will disclose its third-quarter financials for the first time at a meeting with potential investors tomorrow. The plans for the IP...
Ring’s founder says he’ll never sell the company because no buyer would let him spend $5M on a product two years out. Amazon bought Ring abo...
How a cold email and Digg meeting turned into a $100M Path acquisition offer: - cold-emailed Andy Rubin (Android founder) by guessing his e...
A family of constrained-decoding models from @scaledown_team is live on OpenRouter, each one purpose-built for a single task: • Summarize: ...
My conversation with David Vélez (@velez_david), founder and CEO of Nubank. The last time we did this was five years ago, and Nubank had 35...
First time Dealmaker writer, long time enjoyer :) Self-driving software supplier Applied Intuition has been fielding investment offers val...
OpenAI could turn its abandoned Sora investment into a startup stake. Under a deal being discussed, a filmmaking startup would gain access ...
Be profitable and run your company with maximal agentic loops You don’t need to sell more of your co anymore $10M profit per year reinvest...
good morning, los angeles! ☀️ it’s day 2 of LA Tech Week. HubSpot has an agent lab, Flyby is opening its drone factory, and Adobe and Greyc...
Airwallex CEO @awxjack told us that in 2016 when they only had six weeks of runway left, instead of panicking his co-founders, he just went ...
The guy who created Squid Game lost eight teeth from stress while making Netflix billions. His cut of the upside was zero dollars. That's t...
Veteran venture capitalist @kevaldesai shares how NVIDIA CEO Jensen Huang runs an algorithmic playbook when it comes to M&A across a 5-layer...
it’s so clear what Anthropic is about to do. i have zero doubt they’re gonna juice the shit out of their IPO with a *true* bombshell model ...
Zero surprise: Google basically acquihired the founding team, leaving a zombie company behind. There have been countless other examples of ...
The smartest Indians continue to come to build in the US for the simple reason that the economic incentives are far far better. Perplexity ...
JUST IN: Annual investment in the space economy is set to top $100B for the first time ever, per Bloomberg.
This is why the market doesn’t want to support 1 person $1B businesses “Your margin is my opportunity” Capitalism is really a beautiful t...
.@flexport CEO Ryan Petersen on the Charlie Munger advice he passes on to AI founders: "The key to success is dumb competition." "One of my...
SPEEDRUN 008 APPLICATIONS NOW OPEN we are now taking intros/recos for founders we should be meeting for SR008 We have a new SF office whe...