'What we are dealing with is a real and mysterious creature, not a simple and predictable machine.'
Sources tell us Lambda is in talks to raise ahead of an expected 2026 IPO
Plus, fear overtakes greed in the public markets as AI stocks stumble
Details on unreported deals, key partners & more
Plus, Disney & OpenAI do a deal while SpaceX prepares its IPO launch
Netflix has gone from Hollywood disruptor to incumbent, just as AI changes the game
Plus, Silicon Valley circles up for David Sacks. But why?
We're happy to join more than 30 other Substackers in boosting three Rwandan villages' efforts to escape poverty
Exclusive: Radiant & Hadrian are in talks to raise more capital, sources say
Our insider’s guide to Thanksgiving conversations and how to pivot away from — or into — sensationalist tech talking points
Plus, big shifts in key AI alliances show Google coming on strong
Listen to our on-stage panels from the Cerebral Valley AI Summit
Techno-optimism reigned at the Cerebral Valley AI Summit even as business models remain in flux & AGI fades from the conversation
See insights from our survey of attendees for our on-stage game
Former Twitter CEO says agents use the web differently and need their own API
Firm's investments are getting up-rounds from Sequoia, Benchmark, USV, and others
Plus, we have an answer to OpenAI's recent stumbles: show us the money.
The founders that will define the future of AI, curated by Newcomer & Index Ventures
Frantic deal-making & debt financing spur debate over AI infrastructure startups
Lightspeed, Oren Zeev & Neil Mehta did well with the travel company, but shares fell sharply after the opening.