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Industry news

This week, Arena raised $200M at a $3.1B valuation. Arena is one of our earliest sponsors. Anastasios Angelopoulos has been a mentor of mine. His company is…lnkd.in · Oct 11
Ramp raises about $1.85B at a $60B valuation, led by Dragoneer and Thrivex.com · Oct 9
Shroud of secrecy cloaks star investor behind Cognition, Ramptheinformation.com · Oct 9
Hone raises a $60M seed and launches Engineslnkd.in · Oct 8
Starbucks has explored takeover of Chipotle in restaurant megadealft.com · Oct 8
HubSpot lays off 660 employees, about 7% of its workforceBoston.com · Oct 7
Uber agrees to buy ezCater in $2.3B all-cash deallinkedin.com · Oct 6
Tavus introduces Griffin, a real-time conversational video modeltavus.io · Oct 1
Metaview raises an additional $60M to lead the shift to agentic recruitingmetaview.ai · Sep 30
Smart ring maker Oura postpones IPO due to market uncertaintybloomberg.com · Sep 30
AI research startup Listen Labs scrubbed a $1.5B funding round for Salesforce talkstechcrunch.com · Sep 29
Listen Labs is joining Salesforcelnkd.in · Sep 29
EliseAI raises $350M at a $4B valuation, led by a16z and Bessemerlnkd.in · Sep 29
Anthropic's IPO prospectus: $4.59B of 2025 revenue, up 1,088%, and a possible $2T+ valuationx.com · Sep 29
Anthropic has filed for an IPO, per Reutersx.com · Sep 29
Ando raises $20M from Accel, Index and Emergence to build “the new Slack”lnkd.in · Sep 24
Spott raises $21M Series A to bring agentic AI to recruitment agenciesspott.io · Sep 22
Brian McCarthy joins OpenAI to lead saleslnkd.in · Sep 17
Pulley, a Carta rival, is shutting downtechcrunch.com · Sep 17
Zocdoc to power bookings on payer and tech platforms with enterprise offeringfiercehealthcare.com · Sep 17
The Baldwin Group to go private through a majority investment from Sequenceir.baldwin.com · Sep 14
Sequence and Michael Dell's DFO Management take The Baldwin Group private in a $7.7B dealreuters.com · Sep 14
Sequence, DFO Management and the Baldwin family agree to take The Baldwin Group privatelnkd.in · Sep 14
Decagon's Jesse Zhang on safely deploying AI agents, on CNBC's Squawk Boxlnkd.in · Sep 14
Khosla Ventures is opening a New York office this fall, its first outpost outside Sand Hill Roadtechcrunch.com · Sep 14
We Must Pace the Frontierdarioamodei.com · Sep 14
Bending Spoons to buy Miro in $1.36B cash dealreuters.com · Sep 10
Harvey raises $550M at a $15.5B valuationlnkd.in · Sep 9
Cognition raises $2B+ at a $48B valuation, led by a16z and Accelcognition.com · Sep 8
David Protein parent raises $250M at $2.25Baxios.com · Sep 2
Thyme Care raises a $125M+ Series E and launches Thyme Companieslnkd.in · Sep 2
OpenAI integrates ChatGPT directly into Epiclnkd.in · Sep 2
Anthropic launches Claude Fable and Mythos 5.1anthropic.com · Sep 1
Console has been acquired by Palo Alto Networkslnkd.in · Sep 1
A week of acquisitions: Hugging Face to NVIDIA, Altruist to Vanguard, Headspace to Sword HealthLinkedIn · Aug 27
Noah Shinn introduces Instinct, a personal agent you just text or callx.com · Aug 26
Nvidia strikes a $6B licensing deal with Poolside and invests $1B at a $12B pre-money valuationx.com · Aug 21
Bloomberg reports SpaceX tried to acquire Cognition; Scott Wu says it isn't truex.com · Aug 19
Former Bridgewater investor raises for AI startup Multiplierbusinessinsider.com · Aug 19
Etched raises $700M at a $21B valuationlinkedin.com · Aug 18
R1 to acquire Humata Healthr1rcm.com · Aug 18
Former a16z partner targets $100M new fundWSJ Pro · Aug 17
Wispr raises $280M at $2B as it looks beyond dictationTechCrunch · Aug 17
Denise Dresser: the note I sent to the team todayLinkedIn · Aug 13
Ex-Uber engineers' AI startup Loop and its data scientistInc. · Aug 11
Jensen Huang: a new asset class is being born, AI factoriesLinkedIn · Aug 10
TelepathyNaomi Bashkansky · Aug 5

Curiosities

“alexandr wang spent his 19th birthday as an MIT freshman on a winter internship at hudson river trading. around the table: jeff yan, who went on to start hyperliquid (~$20B) scott wu, who went on to…”x.com · Oct 11
Walking or jogging reduces depression about as much as therapy, and dancing had the largest effect of allx.com · Oct 8
a16z hosts a dinner with Cognition and 50 portfolio companies; ~90% of Cognition's code is now written by Devinlnkd.in · Oct 6
RoboHarm follow-up: do robot-controlling AI models refuse unsafe instructions?lnkd.in · Oct 2
a16z's David Haber on “feeling the pull” when a founder makes him want to investlnkd.in · Oct 2
Pope Leo XIV on distinguishing human art from what machines producex.com · Oct 2
“We never publicly criticize any entrepreneur or startup (doing so is a fireable offense).”x.com · Oct 1
Decagon introduces Personal Agent Gateway, a communication layer between businesses and personal AI agentslnkd.in · Oct 1
Harvey's Q3 highlights: 40% of the Fortune 50, 100+ Fortune 500 companies, 97% gross revenue retentionlnkd.in · Oct 1
Ramp CPO Geoff Charles: the three long-term paths for product managersx.com · Oct 1
“This sounds like a lot of words that any half-decent lawyer would have strongly advised against you typing out and posting publicly.”x.com · Sep 30
Factory says it is terminating Chris Degnan for “unethical conduct involving Cognition”x.com · Sep 30
Joe Gebbia unveils America.gov, the new online home for the United Statesx.com · Sep 30
Mind-boggling stats on Instinct: $1B+ a year in transaction volume, growing 10%+ a day with zero marketing spendx.com · Sep 28
Sequoia's Pat Grady recorded his view on AI for an LP, and his partners told him to share it with everyonex.com · Sep 28
Two offers: a higher one if the engineer accepts today, a lower one if they finish their other interviewslnkd.in · Sep 25
The boomer path: skiing through school, a $90-a-month Village apartment, and a Stern MBA to dodge the draftx.com · Sep 25
“Didn't get into med school so I studied French Lit at Stanford. 4 years of tuition was $3.”x.com · Sep 25
“It was not until 1984 that a majority of Harvard, Yale, and Princeton graduates sought jobs after graduation.”x.com · Sep 25
“The opposite of AI music maybe isn't human music. It's making music.”x.com · Sep 25
Why Ramp entering AR makes an ex-Ramp finance leader more bullish on Stuutlnkd.in · Sep 25
“A big part of an investor's job is making founders more ambitious”x.com · Sep 23
Ramp launches Accounts Receivablelnkd.in · Sep 23
OpenAI, Anthropic and Cognition are releasing their personal agent platforms in the next monthx.com · Sep 22
A note on Cursor: 30+ founding GTM hires laterlnkd.in · Sep 22
Benjamin Sandmann joins Modal as Head of Field Engineering after 11 years at MongoDBlnkd.in · Sep 22
What the Great Iced Coffee Debate says about job hunting in 2026businessinsider.com · Sep 22
Meta's AI agent has been blocked from using Amazon.comtechcrunch.com · Sep 22
Why Are We Sprinting Off the A.I. Cliff?youtube.com · Sep 21
Footprint's Eli Wachs on Axios and TBPN after the Series Blnkd.in · Sep 17
Building TalentCraft's internal recruiting copilottalentcraft.com · Sep 17
The French Revolution promoted officers on merit, and Napoleon showed up “like an SEC team playing an FCS schedule”x.com · Sep 17
When every company runs AI sourcing, does cold recruiting outreach become a dead channel?lnkd.in · Sep 16
How did WHOOP get LeBron James to use their tech? Will Ahmed on the Inside Blackstone podcastlnkd.in · Sep 16
Harvey hires Adam Sadovsky, ex-Microsoft AI and Google DeepMind, as Chief Research Officerlnkd.in · Sep 16
Mark Zuckerberg on why every lab should set its own pace on safetyx.com · Sep 16
Patrick Collison's examples of people quickly accomplishing ambitious things togetherlnkd.in · Sep 13
Zuckerberg lays out the long-term thesis for Muse: “eventually a tax on commerce”x.com · Sep 11
“Instinct at $2.5B. Town at $1B. Meta launches Muse”: the personal-agent features one investor can't live withoutlnkd.in · Sep 10
Unleashing Heroes: Graham Weaver on Alpine's first 25 yearsalpineinvestors.com · Sep 10
First trailer for Luca Guadagnino's ‘Artificial’, with Andrew Garfield as Sam Altmanx.com · Sep 8
Sequoia's hype analysis 2.0: 15 years of the most-hyped topics on X vs. the most valuable company founded each yearlnkd.in · Sep 8
Venus Williams asked Legora for a bigger tote baglnkd.in · Sep 6
Cover the center 9:16 of a movie frame and 95% of the information disappearsx.com · Sep 4
“Jaw, meet floor”: a breakdown of the Nepal glacial collapse and floodx.com · Sep 1
Sierra hires Pinterest's Julia Brau Donnelly as CFOlnkd.in · Aug 31
Josh Kushner's first formal letter to Thrive Capital's backersx.com · Aug 30
“Compelling take on why Instinct might be so good.”x.com · Aug 30
“Local minima are extremely rare in high dimensional spaces, so if you ever feel stuck in a rut it’s probably just because you aren’t considering a wide enough set of orthogonal options”x.com · Aug 27
Recruiting the Frontierlinkedin.com · Aug 27
“A few predictions for how Instinct plays out: stays free. The massive $$ isn’t for training models…”x.com · Aug 27
“The path to heaven feels like hell, and the path to hell feels like heaven.”x.com · Aug 26
“The amount of NYC within 20 minutes of Union Square (almost entirely by public transit) is 🤯. Can't imagine working in a different neighborhood, tbh.”x.com · Aug 26
“This is why all the climate doomers will be wrong. We will be able to engineer our way out of a lot of our climate problems. Rainmaker just became the first company to prove it had created extra rain and snow in Alaska.”x.com · Aug 25
Rohlik Group, the Prague grocer delivering in exact 15-minute windows, is scaling with Devinlnkd.in · Aug 25
84 minutes of enterprise sales alpha with Jen Abelt.co · Aug 25
I quit my investment banking jobjoshhou.substack.com · Aug 18
Tennr customer story: Noctrix Healthtennr.com · Aug 18
“The home services industry is at a turning point, and last week we got a pretty good look at how the incumbents are reacting to it. ServiceTitan gave about 1,000 of its own customers 30 days’ notice that they’re shutting off the Podium integration.”x.com · Aug 18
Google reportedly buys Spirit Airlines' enterprise data for $10M, outbidding Mercorx.com · Aug 17

Books

Never Eat AloneKeith Ferrazzi, Tahl Raz · 2005
Good to GreatJim Collins · 2001
The Hard Thing About Hard ThingsBen Horowitz · 2014
Zero to OnePeter Thiel, Blake Masters · 2014
Never Split the DifferenceChris Voss · 2016
Power: Why Some People Have It and Others Don’tJeffrey Pfeffer · 2010
Crucial ConversationsKerry Patterson · 2002
Harry Potter and the Prisoner of AzkabanJ.K. Rowling · 1999
Execution: The Discipline of Getting Things DoneLarry Bossidy, Ram Charan · 2002
How to Win Friends & Influence PeopleDale Carnegie · 1936
The Brief Wondrous Life of Oscar WaoJunot Díaz · 2007
Salt: A World HistoryMark Kurlansky · 2002

Newsletters & podcasts

MTS LiveX livestream · Monitoring the Situation · Live, weekdays
Venture Daily DigestNewsletter · Daily
The InformationNewsletter · Daily
TechCrunchNews site · Daily
AxiosNewsletter · Daily
BloombergNews site · Daily
TBPNPodcast · live show · Weekdays
Dwarkesh PodcastPodcast · Dwarkesh Patel · Every few weeks
Uncapped with Jack AltmanPodcast · Weekly
Money StuffNewsletter · Matt Levine · Weekdays
Morning BrewNewsletter · Daily
Health Tech NerdsNewsletter & podcast · Weekly
The Healthcare AI GuyNewsletter · X · Weekly