FUNDRAISING ANNOUNCEMENTS

• Cerebras raises $1.1B as Andrew Feldman bets faster AI inference changes what's possible — not just speed

GUEST INTERVIEWS

• Tony Xu on DoorDash DOT robot, 35-country expansion, and the physical delivery wars
• Patrick O'Shaughnessy: great CEOs become capital allocators — Tony Xu is one of the greats emerging
• Simon Eskildsen on Turbopuffer: making vector search 10x cheaper and why AI is starving for context
• Simon Eskildsen X timeline: energy costs near data centers up 267%, OpenAI's $2.5B cash burn, and AI bubble debate
• Zach Abrams on Bridge Open Issuance: every bank and fintech can now launch their own stablecoin in a day
• Phantom launches Cash stablecoin on Bridge's Open Issuance to bring crypto into daily spending
• Stanley Tang on DoorDash DOT: 7 years to build, L4 autonomous delivery live in Phoenix today
• Alex Albert on Claude Sonnet 4.5 launch: Anthropic rebuilt its own frontend in 20-30 hours with Claude Code

NEWS

• Spotify's Daniel Ek steps down as CEO after 20 years, naming co-presidents as co-CEOs
• Chamath launches $345M SPAC targeting AI, energy, and defense — this time with no retail investors

COMMENTARY

• Sora 2 launches as OpenAI bets on AI video as a content platform