The Pulse: Big implications of US banning Anthropic’s new model, Fable
Also: a follow-up on Meta destroying its own engineering culture, the SpaceX IPO, SpaceX buys Cursor, Cursor’s GitHub competitor, and more.
This is How You Get Your Homepage Viral
How Reddit became the most cited source across all major AI platforms and what founders need to do about it right now.
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
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
The Growth Playbook Behind One of AI's Fastest ARR Climbs
Viktor's founder laid out a growth philosophy that most marketing teams would never attempt and the numbers are hard to argue with.
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
Why is Meta destroying its engineering organization?
Leadership at the social media giant has been on an AI-fueled rampage through its engineering org. We report what’s happened
Don’t Believe Those Who Say that SaaS is Dying
The spending numbers don't lie. And right now, they're not saying what the narrative says they are.
From Unicorn to Zombiecorn to a $3.6B Acquisition
How Intercom (Fin) went from a ~3x ARR multiple to a 36x ARR multiple
The World of Atoms, Not Bits⚛️, The VC Liquidity Crunch💸, From Prompts to Orchestration🛠️
Elon Musk Sold Investors The Future. Now SpaceX Has To Build It.
SpaceX is trading up on its first full day on the public markets. Here's what it has to do to maintain the momentum.
SpaceX Just Became the Biggest IPO in History. Here Is What Actually Happened
$135 IPO price. $150 opening. $176 intraday high. $161 close. $2 trillion market cap on day one. And Morningstar says it is worth $63. Here is the full picture
SpaceX’s Valuation Is Crazy. Maybe That's A Feature?
Investors are throwing money at long term promises that may never materialize. But if some do, maybe that's enough.
Introducing Generalist Intelligence
A new weekly intelligence briefing for subscribers.
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
Build a Self-Improving Fundraising System With Claude in 14 Steps
Most founders use AI for fundraising like a better Google. They ask a question, get an answer, close the tab. This is the 14-step system that compounds every conversation into a sharper pitch, a warme
Systems of Record Won the SaaS Era - Clearinghouses Will Win the Agents Era
Weekly Dose of Optimism #197
La Sagrada Família, Life Bio Trial, Saronic, Doudna CRISPR, Standard Bots + Science Breakthroughs + Extra Doses
The Pulse: Did Anthropic’s new model just boost rival Codex’s market share?
Anthropic’s new model, Fable, has restrictions many users find unacceptable. Also: a new trend of smart model routing, Coinbase’s core service has no automatic cross-zone failover, and more.
You Signed a SAFE. Now what?
Most founders have no idea what their SAFEs turn into at the next priced round. This tool shows you the math before you sit across from a lawyer.
