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Every weekday we send you summaries of the latest fundraises, interviews and tech news in Silicon Valley from TBPN — technology's daily show.

Mon, Jul 27
Tue, Jul 28
Wed, Jul 29

GUEST INTERVIEWS

  • Tae Kim: sentiment is negative but AI compute demand is unstoppable — RSI may be closer than markets think
  • Revelio Labs CEO Ben Zweig: 9% of firms are seriously adopting AI, freelancers are hardest hit, CS enrollment down 28%
  • Takeoff founder Aakash Thumaty on going from $0 to near-8-figures in revenue before being acquired by Sierra

NEWS

  • Big companies are hiring again, reversing AI-driven layoff narrative
  • Recursive Superintelligence signs $410M compute deal with Amazon
  • NVIDIA signs $50B Texas data center lease as Hut Eight tenant — but the real number is ~$1–2B/year over 30 years
  • Anthropic lays out three-point policy framework on open-weight AI models, stopping short of a blanket ban
  • DeepFission's underground nuclear reactor divides a Kansas town of 9,600
  • Apple launches device leasing program with Klarna starting at $12/month