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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
SpaceX IPO: Orbital Data Centers Emerge as a Central Component of Musk's Grand Vision
Big ambitions in space-based compute show the rocket-and-AI company's drive to dominate AI infrastructure for his own purposes — and for re-sale
 • Tom Dotan
The AI Trade Keeps on Giving as Cerebras, Nvidia & Market Indexes Soar
Plus, Sam Altman looks poised for a legal win over Elon Musk & General Catalyst's strange ad campaign draws a16z's ire
 • Madeline Renbarger and Tom Dotan
Consumer Investors Say Their Category Isn’t Dead. It’s Different.
VCs are shifting their definitions to include coding assistants & other prosumer AI tools
 • Tom Dotan
13 Videos From the Cerebral Valley Voice Summit: Sierra's Bret Taylor, Wispr Flow's Tanay Kothari, MiniMax's Linda Sheng & More
Watch our panels from the first Cerebral Valley Voice Summit
 • Madeline Renbarger
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Newcomer
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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