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California's Billionaire Tax Heads for the Ballot. A Compromise Would Serve Everyone Well.
Plus, the data center push gets bumpy & Musk v. Altman gets lively
May 1
•
Jonathan Weber
,
Madeline Renbarger
, and
Tom Dotan
15
1
Voice AI Investment Surges as Enterprise Applications Gain Traction
How Deepgram, Wispr & Abridge customers are using voice AI in their workdays
Apr 30
•
Madeline Renbarger
46
A Top India Fund Shows One Path for a Different Kind of VC
Raising funds domestically in India is no picnic. Sudhir Sethi's answer has been returning cash faster, even if it hurts long-term returns.
Apr 29
•
M. Sriram
46
Stakes Keep Getting Higher for the SpaceX IPO
Plus, Bill Gurley questions the supposed compute shortage & Bob Iger returns to Thrive
Apr 24
•
Jonathan Weber
and
Madeline Renbarger
18
1
xAI's Move to Buy Cursor Shows the Promise & the Risks for AI Applications Startups
The $60 billion acquisition, with a $10 billion breakup fee, is a huge win for a16z, Thrive, and Accel
Apr 22
•
Tom Dotan
51
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What the Heck Is Happening at OpenAI? Our Bonkers Monday Cliff Notes
Apr 6
•
Eric Newcomer
88
3
'The Dictator': Chamath Palihapitiya's Broken Professional Relationships
May 15, 2024
•
Eric Newcomer
79
1
8
Sequoia, Founders Fund, USV, Elad Gil & Benchmark Top Venture Manager Survey
Jan 25, 2024
•
Eric Newcomer
41
1
REVEALED: Lightspeed Venture Partners' Returns & Strategy from Confidential Fundraising Slides
Feb 13, 2025
•
Eric Newcomer
83
3
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We're Back. The Cerebral Valley AI Summit Returns to London on June 24.
We're welcoming speakers from Cohere, Higgsfield & Gamma on stage this summer
Apr 20
•
Eric Newcomer
25
2
US Public Opinion Is Shifting Hard Against AI. Is it Simply a Messaging Problem?
Plus, the 'Mythos moment' could bring a vibe shift on AI regulation & Accel joins this year's multi-billion-dollar raise club
Apr 17
•
Madeline Renbarger
61
1
At Shield AI, a Young Product Guru Fights for God & Country
Armor Harris, a protege of Elon Musk, aims to be at the head of the drone warfare pack
Apr 14
•
Margaux MacColl
72
Rapid Improvements in Foundation Models Surprise Even the Optimists
Plus, VC deal volume surges in Q1 & Ali Partovi's Neo shines
Apr 10
•
Jonathan Weber
and
Madeline Renbarger
43
What the Heck Is Happening at OpenAI? Our Bonkers Monday Cliff Notes
Simo on medical leave. CFO & CEO on the outs? Plus, New Yorker's Altman profile.
Apr 6
•
Eric Newcomer
88
3
Mega-IPOs From SpaceX, OpenAI & Anthropic Will Test Retail Investor Faith
Plus, Snap's Evan Spiegel gets activist challenge & OpenAI buys the TBPN podcast
Apr 3
•
Jonathan Weber
,
Tom Dotan
, and
Madeline Renbarger
47
1
Anthropic Buys Stealth Dimension-Backed Coefficient Bio in $400M+ Stock Deal
The deal comes as its rival just bought a talk show.
Apr 3
•
Eric Newcomer
94
3
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Where technology and venture capital intersect: A deeply reported newsletter on the inner workings of the startup industry. Helmed by Eric Newcomer with writing from Madeline Renbarger, Tom Dotan & Jonathan Weber.
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