FUNDRAISING ANNOUNCEMENTS

• Sola raises $17M Series A from a16z to automate enterprise workflows via computer-use AI agents

GUEST INTERVIEWS

• Nvidia H20 export debate: Aaron Ginn argues sales to China increase US soft power, not military risk
• Delian Asparouhov on AI gross margins, private credit replacing IPOs, and the White House space EO
• Anduril announces the Anderl 250, the first ever NASCAR race on an active military base

NEWS

• Apple plots AI comeback with tabletop 'Pixar lamp' robot, home security cameras, and revamped Siri
• OpenAI and Sam Altman back Merge Labs, a Neuralink rival, at $850M valuation
• Coinbase completes $2.9B acquisition of Deribit, the world's largest crypto options exchange
• Bullish IPO pops 84% on debut, raising questions about IPO pricing in an exuberant market
• Cursor's unit economics problem: unlimited pricing pins gross margins to frontier model cost cards
• Cohere raises $500M as revenue momentum accelerates

COMMENTARY

• AI startup unit economics: the chain-of-losses problem threatening the app layer