FUNDRAISING ANNOUNCEMENTS
GUEST INTERVIEWS
- RF Kenmore on menswear: Buck Mason's 50-60 store run, surf brand decline, and the state of men's fashion
- RF Kenmore on menswear trends: community-driven brands, the Porsche-in-store cliché, and surf brand revival chances
- Arc Boats closes $50M Series C, signs $160M tugboat deal, and eyes commercial and defense expansion
- Bucky Moore on Lightspeed: seed ownership compression, ghost ship acquisitions, and neo-lab funding dynamics
- Steve Huffman on Reddit: onboarding new users, AI bots, human verification, and the vibe coding Cambrian explosion
- Reddit CEO Steve Huffman on cracking new user retention, human verification in the AI age, and the vibe-coding Cambrian explosion
- Bezos Watches' Quaid Walker on FP Journe's collector frenzy, tariff effects on authentication fraud, and Kalshi watch prediction markets
- Built founder Ankur Jain launches Built Hospitality for restaurants, reveals 89% of business is B2B software, not the credit card
- Quaid Walker on Bezos Watches: FP Journe's $170K resale surge, tariff effects on authentication fraud, and Kalshi watch prediction markets
- White House science adviser Michael Kratsios unveils first comprehensive congressional AI framework, targeting national standard to replace state patchwork
- Ankur Jain on Built: $100B in housing payments, Built Hospitality launch with Thomas Keller, and a Venmo rent-pay integration
- White House AI czar Michael Kratsios unveils first comprehensive national AI legislative framework
NEWS
- Super Micro co-founder arrested for smuggling $2.5B in Nvidia GPUs to China via hair dryer and dummy servers
- Delve, a SOC 2 compliance startup, faces allegations of fabricating audit reports
- Cursor's Composer 2 is built on Kimi K2 with RL fine-tuning, not trained from scratch as implied
- Super Micro co-founder arrested for smuggling $2.5B in Nvidia servers to China using hair dryer and dummy servers
- Cursor's Composer 2 model revealed to be Kimi K2 with reinforcement learning — a comms failure more than a strategy failure
- Anonymous Substack accuses Delve of fabricating SOC 2 and HIPAA compliance audits
COMMENTARY
- Jeff Bezos's $100B AI manufacturing fund: what would he actually buy?
- Jeff Bezos's $100B AI manufacturing fund: what he'd buy and why he's uniquely qualified
- WSJ Mansion Section: zebra-filled California safari estate and Orlando Bloom's Malibu listing
- IPO prediction markets: Cerebras at 91%, SpaceX at 80%, Jersey Mike's at 73% for 2026 listing