Core Newsletter

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Open AIOpen AI
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The $3 Billion Sprint: When Q3 Ends with Chips, Code, and $300M Seeds

The $3 Billion Sprint: When Q3 Ends with Chips, Code, and $300M Seeds

OpenAI, AMD, Vercel, and much more!

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The Vibe Shift: From Coding Bootcamps to Coding by Conversation

The Vibe Shift: From Coding Bootcamps to Coding by Conversation

Emergent, Filevine, VC trends, and much more!

AnthorpicAnthorpic
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The $183 Billion Brain Trust: AI Valuations Meet Robot Revolution

The $183 Billion Brain Trust: AI Valuations Meet Robot Revolution

Field AI, Anthropic, VC trends, and much more!

GoogleGoogle
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The Moonshot Economy: Google and Nvidia Place Their Energy Bets

The Moonshot Economy: Google and Nvidia Place Their Energy Bets

Google, Nvidia, Commonwealth Fusion Systems, and much more!

Open AIOpen AI
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The $100B Club: When Mega-Rounds Meet Velvet Ropes

The $100B Club: When Mega-Rounds Meet Velvet Ropes

Open AI, Anthropic, SPVs, and much more!

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Figma Flies High: IPOs and Fundraises Unleashed

Figma Flies High: IPOs and Fundraises Unleashed

Figma, IPO Markets, VC growth, and much more!

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The Age of Intelligent Capital: Where AI Meets Exit Engineering

The Age of Intelligent Capital: Where AI Meets Exit Engineering

Ramp's $500M Raise, Buena, AI Agents, and much more!

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Market Edge: Betting Big on AI and Industrial Revival

Market Edge: Betting Big on AI and Industrial Revival

Hadrian, Tarrifs, Menlo Ventures, and much more!

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Verticals Over Vanity: Specialized AI Is Having a Moment

Verticals Over Vanity: Specialized AI Is Having a Moment

Harvey, Menlo Ventures, IPOs, and much more!

Open AIOpen AI
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Money Talks, Lawyers Yell, and VCs Get Strategic

Money Talks, Lawyers Yell, and VCs Get Strategic

Jony Ive, Open AI, Meta, Blackstone, and much more!

Private EquityPrivate Equity
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Scale or Be Scaled: Inside the New AI Power Game

Scale or Be Scaled: Inside the New AI Power Game

Scale AI, Meta, Applied Intuition, and much more!