FUNDRAISING ANNOUNCEMENTS

• Bret Taylor on Sierra's $350M raise, beating incumbent SaaS, and the future of AI agents in customer service

GUEST INTERVIEWS

• Joe Lonsdale on AI talent wars, incubating in Texas, and why the real economy is the most underrated opportunity
• Riley Walz built a real-time parking cop tracker using SF's public ticket database — the city killed it in four hours

NEWS

• YouTube restores accounts banned over COVID and election policy violations, blaming Biden administration pressure
• OpenAI announces five new Stargate sites, ahead of schedule on 10-gigawatt commitment
• Stripe buys back shares at $106.7B valuation; Sequoia marks up $861M stake from $70B
• Mod Retro partners with Ubisoft to re-release classic Rayman on Game Boy Color hardware
• China agrees to terms of US TikTok deal

COMMENTARY

• Peter Thiel's antichrist lecture series and the venture case for apocalyptic thinking
• Will AI make anyone rich? A deep dive into the 'containerization' bear case for generative AI investing
• VCs scramble for hot AI startups: origami term sheets, Ferrari rides, and preempted rounds at Decagon