GUEST INTERVIEWS

• Everett Randle joins Benchmark as newest GP: why he's betting on early stage and the 'legibility gap' in AI adoption
• Adam Faze's Gymnasium is building the new TV studio — on TikTok and Instagram instead of Netflix

NEWS

• Blue Origin lands New Glenn rocket booster, becoming only second company ever to do it after SpaceX
• Valve unveils Steam Machine console, Steam Frame VR headset, and new controller shipping early 2026
• Cantor Fitzgerald posts record year with $2.5B revenue, led by crypto and data center boom

COMMENTARY

• Will Manidis's 'In the Flow' essay dissects the two archetypes of capital allocators — and why you can't be half in