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Venture trends we'll see in the next decade
Predictions: acquisitions galore, more capital pouring into late-stage secondaries. Also this week: OpenAI shifts away from Nvidia chips, and will we…
Jun 27
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Tara Tan
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Venture trends we'll see in the next decade
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The Shifting Sands of Venture Post-ZIRP
The funding landscape has been shifting dramatically post-ZIRP. In the most radical projections, I would say that the majority of VC funds today will be…
Jun 25
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Tara Tan
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The Shifting Sands of Venture Post-ZIRP
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Zero VC, $1B Revenue. AI Is Breaking the Startup Game.
Scale AI's biggest competitor is a company you've never heard of. And they make $1B in revenue every year. Also, a vibe-coded app sells for $80M to Wix…
Jun 21
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Tara Tan
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Zero VC, $1B Revenue. AI Is Breaking the Startup Game.
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Meta bets on human training data with Scale AI's Alexandr Wang
Could Wang pull off the most ambitious data labelling project in human history? Also, AMD launches new chip line to rival Nvidia's Blackwell, and more.
Jun 13
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Tara Tan
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Meta bets on human training data with Scale AI's Alexandr Wang
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Getting models to learn better ≠ knowing more
Also, are diffusion models coming back? Cursor hits $500M ARR and raises $900M more; the first neuron-based chip hits the market and hint: you have to…
Jun 6
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Tara Tan
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Getting models to learn better ≠ knowing more
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May 2025
The Weird and Wonderful Emerge In AI
Is Google getting arty? Plus, Figma gets a new competitor with MagicPath, Nvidia faces loses due to trade restrictions, and Black Forest Labs launch a…
May 30
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Tara Tan
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The Weird and Wonderful Emerge In AI
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OpenAI is on a buying spree.
Also, Claude 4 dazzles, especially in coding tasks. But you won't find it easily in the now-owned-by-OpenAI Windsurf.
May 24
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Tara Tan
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OpenAI is on a buying spree.
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Algorithms that evolve to be better versions of themselves.
Deepmind's AlphaEvolve herald the next era of agents, the illusion of conscious AI.
May 16
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Tara Tan
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Algorithms that evolve to be better versions of themselves.
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The Dupe Era of Software
Also: Game over for Apple's 30% landlord tax (for now), Epic games celebrates. Qwen launches a reasoning model lightweight enough to run on laptops…
May 2
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Tara Tan
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The Dupe Era of Software
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April 2025
Beyond Voice... into Multimodal Experiences.
Also: Google introduces a "thinking budget", Manus picks up $75M from Benchmark, and some fun reads for the weekend.
Apr 25
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Tara Tan
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Beyond Voice... into Multimodal Experiences.
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The AI race to go "full stack"
Also: we talk to dolphins now. Interspecies communication may be one of the coolest outcomes from AI today.
Apr 18
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Tara Tan
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The AI race to go "full stack"
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Memory is a moat.
Google goes agentic, Canva hits $3B in revenue and launches Canva code, plus a not-so-stealth model called Optimus Alpha (hint is in its initials)
Apr 12
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Tara Tan
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Memory is a moat.
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