1 hr 02Modal CEO: Has Open-Source LLM Inference Peaked? | What Happens to the Cost of Compute20VC, 2 days ago
1 hr 21David Tisch: Why No Manager Wants to Stay Small & Why Competing with Mega Platforms is a Losing Game20VC, 4 days ago
1 hrInstinct Worth 30BN? | Microsoft Cuts 27,000 Jobs While Meta Taps Equity Markets for $95B CapEx20VC, 6 days ago
24 minSatya Nadella on Open vs Closed Models: Who Wins | Why Companies Need to Own Their Own Intelligence20VC, 9 days ago
1 hr 13Inference Will Be $10TRN Market: What No One Sees | Software Investors are F***ed | Naveen Rao20VC, 11 days ago
1 hrThe New VC Game | CoreWeave Sell-Off Creates Panic | Revenue Multiples Out of Control20VC, 13 days ago
1 hr 20Who Wins in the Next Decade of VC | Margin and Price Matter Less in a World of AI | Sameer Dholakia20VC, 2 weeks ago
1 hr 03Horizontal vs Vertical Agents: Who Wins? | Model Routing: Commodity or Increasing in Value?20VC, 2 weeks ago
1 hr 17Valar Atomics Sues Day One Ventures | Meta's Back to the AI Frontier | NVIDIA's $30B Reflection Deal20VC, 2 weeks ago
59 minAtlassian CEO: Why Agents Won't Replace Interfaces | Why Enterprises Won't Trust Chinese Models20VC, 3 weeks ago
1 hr 16Cognition vs Factory | Anthropic Under Threat | ElevenLabs Doubles Its Valuation to $22B20VC, 3 weeks ago
