TBPNDigest
HomeDaily FeedFundraisesCompaniesGuestsInvestors
Mon, Feb 2
Tue, Feb 3
Wed, Feb 4

GUEST INTERVIEWS

  • Aaron Levie on why AI is 'total upside' for SaaS and Box's agent roadmap
  • Chuck Robbins on Cisco's AI summit, geopolitics at Davos, and building a 30-year career
  • Inside the 49ers' stadium tech stack: cybersecurity, WiFi at scale, and the Super Bowl challenge
  • Dylan Patel on space data centers, the TSMC bottleneck returning in 2027, and why OpenAI is fine

NEWS

  • PayPal CEO exits as stock plunges 20% on weak 2026 forecast and missed holiday quarter
  • Disney names Josh D'Amaro CEO as Iger era ends; parks veteran wins internal bake-off
  • SpaceX acquires xAI in $1.25T merger, valuing xAI at $250B on $428M annualized revenue
  • Waymo raises $16B at $126B valuation with Sequoia, DST Global, and $13B from Alphabet

COMMENTARY

  • SaaS pocalypse or TAM expansion? The AI impact on enterprise software markets