GUEST INTERVIEWS
- SemiAnalysis on the AI power crisis: gas turbines, Meta's tent datacenters, and why training is still growing as fast as inference
- Jen Kha on a16z's $15B raise: oversubscribed in 3 months, LPs refused to exit Stripe and Databricks positions even amid liquidity crunch
- Alex Rampell on building defensible AI businesses: greenfield bingo, software-does-labor, and why the best entrepreneurs have revenge or redemption as their fuel
- David George on AI-native companies running 5-10x revenue per employee vs. traditional software benchmarks
- Ben Horowitz: bubbles burst when nobody believes it's a bubble — and right now, everyone's talking about one
NEWS
- Tim Cook reportedly told senior leaders he's tired and wants to step down — John Ternus emerges as frontrunner
- Meta signs sweeping nuclear deals with Oklo, TerraPower, and Vistra to power AI datacenters
- Andreessen Horowitz raises $15B across five funds, representing 18% of all US VC dollars in 2025
- Larry Page buys two Miami estates for $173M amid California billionaire wealth tax fears