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.
Aug 31, 2026
Nvidia buys Hugging Face for $12.9B, a federal judge overturns the Pentagon's ban on Anthropic, and OpenAI publishes its full accounting of the Hugging Face breach.
Aug 24, 2026
Etched ships its first rack and doubles to $21B, Synthefy raises $6.5M to build foundation models for numbers, and Stripe buys OpenRouter for a reported $7.5B
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Weekly Newsletter
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
Aug 17, 2026
Riven Systems emerges from stealth, Stripe buys OpenRouter for $7B+, and Anthropic's Q2 revenue tops $11.5B
Aug 10, 2026
Google's AI brain drain births Discovery Loop, rogue agents rattle three frontier labs, and Anthropic goes vertical with a custom chip and a $10B compute deal.
Aug 3, 2026
OpenAI's rogue agent hacked more than Hugging Face, Anthropic discloses its own models breached three companies, and Sam Altman says he's ready to decelerate
Jul 27, 2026
Etched announces its Series C at a $10.3B valuation, OpenAI's rogue models hack Hugging Face, and Anthropic launches Opus 5 alongside a $5B AMD deal
Jul 20, 2026
Apple takes OpenAI to court, China's Kimi K3 rattles the frontier, and Databricks hits a $188B valuation
