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The Bidding War for Warner Bros. Discovery Already Has a Winner: YouTube
Netflix has gone from Hollywood disruptor to incumbent, just as AI changes the game
Dec 9
•
Tom Dotan
20
OpenAI’s ‘Code Red’ Shows the Power of Perceptions in the AI Race
Plus, Silicon Valley circles up for David Sacks. But why?
Dec 5
•
Madeline Renbarger
,
Eric Newcomer
, and
Jonathan Weber
13
Join Us in Helping Those Who Need It Most. We're Matching Up to $10,000 for Cash Assistance via @GiveDirectly
We're happy to join more than 30 other Substackers in boosting three Rwandan villages' efforts to escape poverty
Dec 2
•
Eric Newcomer
28
1
Nuclear Rivalries & Hadrian’s Fresh Funds: Defense Investors' Year-End Bets
Exclusive: Radiant & Hadrian are in talks to raise more capital, sources say
Dec 1
•
Madeline Renbarger
21
November 2025
Your Family & Friends Have Questions About Tech & AI. We’ve Got Answers!
Our insider’s guide to Thanksgiving conversations and how to pivot away from — or into — sensationalist tech talking points
Nov 26
•
Tom Dotan
and
Jonathan Weber
10
Markets Shudder Despite Nvidia's Bullish Outlook, Signaling Rising Risk
Plus, big shifts in key AI alliances show Google coming on strong
Nov 21
•
Madeline Renbarger
,
Tom Dotan
, and
Jonathan Weber
11
12 Videos from CVAI: Amjad Masad from Replit, Mike Krieger from Anthropic, xAI co-founder Jimmy Ba & More
Listen to our on-stage panels from the Cerebral Valley AI Summit
Nov 17
•
Madeline Renbarger
30
1
AI Leaders Tout Agents & Wave Off Bubble Fears as the Industry Enters a Practical Phase
Techno-optimism reigned at the Cerebral Valley AI Summit even as business models remain in flux & AGI fades from the conversation
Nov 13
•
Madeline Renbarger
,
Jonathan Weber
, and
Tom Dotan
18
Cerebral Valley AI Summit Audience Survey Results
See insights from our survey of attendees for our on-stage game
Nov 13
•
Madeline Renbarger
EXCLUSIVE: Parag Agrawal’s Parallel Web Systems Raises $100 Million to Help AI Agents Search the Web
Former Twitter CEO says agents use the web differently and need their own API
Nov 12
•
Tom Dotan
34
EXCLUSIVE: Root Ventures Raises $190 Million Fourth Fund for Early Bets on Wonky Startups
Firm's investments are getting up-rounds from Sequoia, Benchmark, USV, and others
Nov 10
•
Eric Newcomer
32
Sequoia's Unexpected Steward Shakeup
Plus, we have an answer to OpenAI's recent stumbles: show us the money.
Nov 7
•
Eric Newcomer
,
Tom Dotan
, and
Madeline Renbarger
14
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