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CVAI London: European Democracies on Alert, Bubble Worries, Anthropic Bullishness, Agents & Compute Shortages
Notes from talks with Cohere's Aidan Gomez, Alphabet's R. Martin Chavez, Recursive's Josh Tobin, Index's Danny Rimer, Sequoia's Luciana Lixandru & More
12 hrs ago
•
Eric Newcomer
and
Madeline Renbarger
26
Hot AI Summer: What the Latest Talent Moves Mean in the Great Foundation Model Race
Seminal names including Andrej Karpathy, Noam Shazeer, John Jumper & Barret Zoph have changed horses at a key juncture. Here’s what insiders say is…
Jun 24
•
Tom Dotan
37
1
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
Jun 19
•
Jonathan Weber
and
Madeline Renbarger
22
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
Jun 17
•
Madeline Renbarger
and
Eric Newcomer
28
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
Jun 17
•
Tom Dotan
45
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
Jun 16
•
Eric Newcomer
63
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
Jun 12
•
Eric Newcomer
and
Tom Dotan
38
3
VC Twitter Airs its Dirty Laundry: Our Summary of the Beefs, Bits & Quotes
From Vinod Khosla to Sequoia Capital, founders posted through their grievances
Jun 8
•
Madeline Renbarger
50
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
Jun 5
•
Jonathan Weber
and
Madeline Renbarger
22
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.
Jun 4
•
Tom Dotan
52
1
4
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
Jun 2
•
Madeline Renbarger
31
May 2026
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
May 29
•
Madeline Renbarger
and
Jonathan Weber
26
1
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