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Tue, Jun 17
Wed, Jun 18
Thu, Jun 19

FUNDRAISING ANNOUNCEMENTS

  • Commure raises $200M at ~$6B valuation to automate hospital administration with AI

GUEST INTERVIEWS

  • ARC Prize's Mike Knoop: AI is idea-constrained, not compute-constrained — we need new breakthroughs
  • Sequoia's David Cahn on the AI talent arms race: $100M signing bonuses, 'con-sized' teams, and the gentle singularity shift
  • Cognition's Walden Yan on building Devin: black-boxing models, reward hacking, and AI-native org design
  • Intercom's Eoghan McCabe on rebooting a 15-year-old SaaS company: AI reinvigoration, founder energy, and why turnarounds don't work
  • Stripe's Jeff Weinstein on agentic commerce: virtual cards for AI buyers, Link as a payment wallet, and MCP-native docs
  • Handshake's Garrett Lord on supplying PhD talent to frontier AI labs: 3x growth in a month as Scale AI's dominance fades

NEWS

  • Meta in advanced talks to hire Daniel Gross and Nat Friedman, partially acquiring their $2B+ VC fund
  • SpaceX Starship Ship 36 explodes during static fire test in Texas
  • Los Angeles Lakers sold to Mark Walter for $10B, the richest deal in sports history
  • Surge AI: The $1B+ bootstrapped data labeling giant bigger than Scale AI that nobody knew about
  • Vibe coder sells 6-month-old app builder to Wix for $80M — six employees, zero outside funding
  • Chamath Palihapitiya to launch new SPAC after 71% of 58,000 poll voters said 'no'

COMMENTARY

  • Oracle vs. Salesforce: why the old software licensing model made Ellison 25x richer than Benioff