Public Listing Serves as Powerful Forcing Function
one of the only times a founder didnt make me feel like I was holding him hostage when asking about an IPO "I've always believed that being public is a great forcing function" -@rauchg @vercel https://t.co/Ao3FB13Gn8
SaaS Buybacks Soar While Companies Remain Deeply Underwater
software is trying to catch a falling knife SaaS companies have announced >$70B in buybacks this year… almost all are underwater
OpenAI Caught Between Google Consumer Push and Anthropic Enterprise
safe to say @DanielTNiles is not buying into OpenAI's IPO "OAI is in a squeeze between the two of them" (Google on consumer and Anthropic on enterprise) https://t.co/9XmUswg8L9
AI Spending Soars, But Real Demand Remains Questionable
LIVE at 12p pt/3p et with @eglyman and @DanielTNiles on tokenmaxxing & AI demand AI spending is up 13x since last Jan.... but engineers are gaming leaderboards and getting graded on how much AI they use. How much of the demand...
Direct-First Founders Also Excel at Earned Media
Founders who are great at going direct tend to also be great at earned media…. it’s a complement, not a trade-off
Databricks Leverages Anthropic AI to Enter Cybersecurity
Databricks enters cybersecurity... with Anthropic's models inside. The company that stores data now wants to secure it too. The incumbents prepared for AI entering the market.... less clear they're prepared for the data vendor thats already inside the building Sitting down w...
Nvidia Builds AI Moat, Not Just New Chips
Jensen Huang doesn't need a new chip. He needs a new moat. Nvidia's most ambitious move from GTC was NemoClaw --a free, open-source AI agent platform designed to keep every company dependent on Nvidia's computing power, even as the chip competition...
A Mother's Relentless Sacrifice for Education, Despite Setbacks
my Taiwanese immigrant mom begged, borrowed and stole to send her 4 kids to private school. All 4 of us got kicked out but she'd do it again tomorrow.
Private Equity Set to Reclaim SaaS Amid AI Wave
Private equity is about to eat its own software portfolio PE built the SaaS installed base by pushing cloud software into portfolio companies a decade ago. Now AI gives them a reason to rip it back out w/ @jaswu_ https://t.co/70prLKAdaG
Leveraged Buybacks, Not AI, Drive IBM, Oracle, CRM
Levering up to buy back stock is the playbook of IBM and old Oracle... not a company pioneering a new AI age CRM is borrowing to buy time, not growth
New Mac Mini Intern Needs Safe Setup Assistance
Mac mini arrives today as our new intern. Who can help me *safely* set this thing up? 🦞
Oracle Bets $100B Debt to Power AI Data Centers
Oracle is building yesterday's data centers with tomorrow's debt Frontier labs like OpenAI want the newest chips. But Nvidia is shipping a new generation annually while data centers still take years to get up and running. That's a mismatch for the...
AI Threatens Office and Finance Jobs, Spares Manual Sectors
this chart from Anthropic on AI and job displacement is basically the HALO trade visualized (the bet that physical economy stocks are the safe haven from AI disruption, coined by @Downtown) Construction, agriculture, transportation: barely touched. Computer & math, office &...
Morgan Stanley Leads Wall Street's Tech Outlook Discussion
Morgan Stanley was at the center of the tech universe this week. Dario Amodei and Sam Altman on the Pentagon drama and competition. Jensen Huang and Satya Nadella on where AI goes next. Going live in ~an hour with the...
War Dept Flags Company Risk on X Before Notification
the Secretary of War announced a supply chain risk designation against an American company… on X… before telling the company https://t.co/u4gAaIwX2L
Palantir Inherits Anthropic’s AI Gap, Lacks Replacement
This isn’t just an Anthropic problem anymore… it’s a Palantir problem, and theres no like-for-like replacement ready Claude powers their most sensitive classified work
OpenAI's Record Funding Rattles AI Giants and Software Stocks
There's a new kingmaker in AI... OpenAI raises the largest private funding round in history and two of the biggest backers ($NVDA and $AMZN) are down to flat today. Meanwhile a blog post from Anthropic sends software stocks swinging
Selling US Chips to China Fuels AI Competition
tough look for Jensen and @DavidSacks and everyone arguing to keeping the China market open to older US chips (myself included) The case against export controls was always: sell to China so theres no market for their own. But they're...
NYT's AI-Driven Overhaul Saved Dying Newspaper Model
Left: what happened to newspaper stocks. Right: what NYT did about it. The product that survived looks nothing like the one that was dying. The software/AI playbook may already exist https://t.co/OL43xsRz6Q
AI Era Demands Open Access, Not User Lock‑In
the software playbook used to be: lock users in, protect the workflow, build the moat. a day before blowout earnings, @zoink told us the opposite, don't be sacred about locking in users in the AI era. "Start anywhere, go everywhere."...
Partnering with Disruptor Boosts FIG 4% Above Sector
In a market punishing software...partnering with the disruptor is getting rewarded $FIG up 4% on the news, outperforming the sector