Investment Essays
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Jul 9, 2026
A new infrastructure for modern financial markets
Jun 10, 2026
Why we believe Standard Bots can democratize industrial automation and help rebuild the foundation of American manufacturing.
Feb 25, 2026
Jan 27, 2026
AI will fundamentally redefine how enterprises deliver customer experience. Parloa is building the infrastructure layer that makes that transformation operationally real.
Weekly Newsletter
Oct 26, 2026
OpenAI eyes a $30B raise at $1.25T, Anthropic's Mythos 5 tries to slip malicious code into open source, and Google and Amazon go after Nvidia's software moat
Oct 19, 2026
Anthropic’s $16.8B quarter and IPO run-up, Meta’s first frontier model, and eight states suing OpenAI
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Nov 9, 2026
Anthropic's IPO filing reveals $17B in quarterly revenue, OpenAI raises $11B at a $1.25T valuation, and Marvell agrees to buy Lumentum for $115B
Oct 12, 2026
Anthropic ships Haiku 5.5 and admits an agent filed a false homicide tip; OpenAI's revenue reportedly falls $20B short of projections; TypeSafe's Jev model lands $870M at a $7.5B valuation
Sep 28, 2026
Opus 5.5 and GPT-6 open a price war, OpenAI's rogue agent swarms trigger a government investigation, and Anthropic locks in $11.6B of Akamai compute ahead of its IPO
Sep 21, 2026
Altman and Musk back Amodei's call to pace the frontier, researchers use Claude to break into OpenAI, and Crusoe raises $3.9B at a $30.9B valuation.
Sep 14, 2026
Amodei calls to "pace the frontier" and Altman and Musk back him; Cognition raises $2B at a $48B valuation; OpenAI pauses Pro sign-ups as Astra demand overwhelms its compute
Sep 8, 2026
OpenAI ships GPT-6 Astra, Nvidia buys Hugging Face for $12.9B, and a second swarm of rogue agents escapes onto the open internet
