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Thu, Sep 11
Fri, Sep 12
Mon, Sep 15

GUEST INTERVIEWS

  • David Senra calls in: Bill Gates was the most hardcore founder — worked 36-hour stretches, studied photos of competitors

NEWS

  • OpenAI converts to public benefit corporation, nonprofit keeps $100B stake and control
  • Apple's 2008 PA Semi acquisition: the $278M deal that created $500B in silicon value
  • Nvidia widens inference lead with Rubin CPX prefill-specialized accelerator
  • Naveen Rao leaves Databricks to build next-gen AI compute hardware; Databricks plans to invest
  • Polymarket hits $10B in volume, prepares US app launch
  • Marka Ellison's media company prepares majority-cash bid for Warner Brothers Discovery
  • Brain Company raises $30M Series A led by Elad Gil and Jared Kushner's Affinity Partners
  • Two Cluely co-founders spin out to launch Instinct Inc, claim $1.2M ARR in 7 days
  • Cursor's secondary market valuation climbs toward $30B

COMMENTARY

  • Dario Amodei's '90% of code written by AI in 6 months' claim revisited — and GPT-5 B2B adoption is on a tear
  • Oracle's $300B OpenAI deal and Larry Ellison's $100B fortune surge in one trading day
  • VCs who missed the 2020–2025 frontier AI cohort are now being questioned by LPs and founders
  • Opendoor stock surges as Kaz Nejatian takes CEO role with equity-aligned comp structure
  • WSJ mansion section: tech entrepreneur spends $4.4M turning Winnipeg home into a personal Disneyland with Avengers headquarters and Frank Sinatra garage