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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.

Wed, Oct 14
Thu, Oct 15

GUEST INTERVIEWS

  • Reed Albergotti on Anthropic's numbers, open source AI bans, and teasing his Satya Nadella interview
  • Oxide Computer Company's Bryan Cantrill on building rack-scale hardware for on-prem cloud — and why the downside is always zero
  • Advanced Spade Company's Daniel Kimminau on burying power lines with tech from SpaceX, Boring Co., and Anduril

NEWS

  • Anthropic's $67B annualized run rate disappoints inflated market expectations, sending AI stocks lower
  • VARRA AI fund rumored to have blown up as AI trade rotates out of CoreWeave and semis
  • Mechanistic interpretability breakthrough: Goodfire says neural networks are far more legible than previously thought
  • Valar Atomics vs. Day One Ventures: founder goes public over pro rata rights fight with controversial investor
  • Tesla Roadster reveal tonight: hosts debate ramps vs. rocket thrusters as Elon promises the most amazing product demo ever
  • Porsche Mission S leaked: hosts call it the most desirable car in its price range, threatening McLaren, Ferrari, and Lamborghini