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Cursor Investors Set for Epic Payout from Musk's Juggernaut. They Still Have to Stomach a Ride.
Plus, Gavin Newsom takes a pro-tech stance on data centers & starts to emerge as a pragmatist
 • Jonathan Weber and Madeline Renbarger
One Week Until the Cerebral Valley AI Summit in London! See the Speaker & Discussion Leader Lineup
Speakers from OpenAI, Alphabet, Gradium, Cohere & more will hit the stage in London on June 24
 • Madeline Renbarger and Eric Newcomer
Soaring Costs Prompt Fresh Interest in Open Source AI. Chinese Firms Are Way Ahead.
Investors tout a 'rebel alliance' of open-source startups across the AI stack
 • Tom Dotan
DATABRICKS CEO ALI GHODSI: A Costly AI Training Foray, Sidestepping the Model Wars & the Push to Kill Tokenmaxxing Bloat
Databricks releases products to compete with ClickHouse, Splunk & Oracle
 • Eric Newcomer
David Sacks' Warning About Anthropic Regulatory Pleas Misses the Mark & SpaceX Asks Investors to Dream Big in Mega IPO
Plus, pressure on token prices, a Databricks round in the works & more
 • Eric Newcomer and Tom Dotan
VC Twitter Airs its Dirty Laundry: Our Summary of the Beefs, Bits & Quotes
From Vinod Khosla to Sequoia Capital, founders posted through their grievances
 • Madeline Renbarger
AI Pushes Markets into Uncharted Territory as SpaceX & Google Seek $160 Billion Combined with OpenAI & Anthropic in the Wings
Plus, Gigascale raises a climate-focused hardware fund & VC firms start seeing better TVPI
 • Jonathan Weber and Madeline Renbarger
Founders Fund's New Media Play: Tech Celebrities Playing Mafia
Do people want to watch the likes of Sam Altman, Trae Stephens & Palmer Luckey compete in a party game? We'll soon find out.
 • Tom Dotan
New to the Cerebral Valley AI Summit in London: Index Partner Danny Rimer & Luminance CEO Eleanor Lightbody Join as Speakers + Discussion…
Apply to secure your spot for the summit on June 24 in London
 • Madeline Renbarger
Booming AI Revenues Boost Inference Startups to Decacorn Status
Plus, Anthropic tops OpenAI in valuation & a new book by our editor at large discusses the rise & fall of tech's San Francisco values
 • Madeline Renbarger and Jonathan Weber
‘Tokenmaxxing’ Starts to Fade as Companies Eye Agentic Coding Costs
Salesforce & Uber are among those investing heavily. A fierce debate is roiling the industry on when & how to measure ROI.
 • Tom Dotan
Epic Race for AI Supremacy Hits Overdrive as SpaceX, OpenAI & Anthropic Head for IPOs. Key Investors Poised for Paydays in the Billions.
Plus, Google tweaks its search box amid agent push & Meta attributes big layoffs to AI
 • Eric Newcomer, Madeline Renbarger, and Tom Dotan
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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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