FUNDRAISING ANNOUNCEMENTS

• Netic raises $23M Series B from Founders Fund to bring AI agents to HVAC, plumbing, and essential services
• Alembic raises $145M to prove causal AI can measure what brand marketing actually drives revenue

GUEST INTERVIEWS

• Coatue's Spencer Peterson on Cursor hitting $1B ARR and what makes a 'transcendent' AI company
• Winklevoss twins launch Cypherpunk Technologies with $50M Zcash bet on financial privacy
• Science Corp's Max Hodak on restoring vision with a retinal chip — and the biohybrid brain interface beyond it
• Hims & Hers CEO Andrew Dudum on telehealth's next act: personalized diagnostics, compounding, and $2B+ revenue

NEWS

• OpenAI CFO acknowledges ChatGPT growth slowdown tied to content restrictions

COMMENTARY

• AI market jitters: CoreWeave down 45%, Nvidia sliding, and the AI boom fragility debate