Sitemap - 2024 - Cautious Optimism
Oh god, the VCs have discovered Christianity
Welcome to the stablecoin boom
Economic Calendar for the Week of December 29, 2024
The OpenAI corporate revamp seems pretty reasonable
What did you think they thought?
The Musk-a16z admin continues to grow
Economic Calendar for the Week of December 22, 2024
I, for one, am opposed to monarchy
If you don't have a satellite megacluster are you even a nation-state?
Economic Calendar for the Week of December 15, 2024
ServiceTitan just kicked the IPO door wide open
Inflation, defanged tigers, GM pulls the Cruise plug, and Tom Cotton
Sunshine and moonbeams, motherfuckers
Stimulus, Rent the Runway, and do people know how angry the average consumer is?
Economic Calendar for the Week of December 8, 2024
OpenAI's smart revenue push, self-driving wars, and what to make of our new AI king
Yes, little AI agent, you can use my computer
What's going on with ServiceTitan's IPO, earnings updates, and stock market stupidity
Intel's mess, SpaceX's shiny new valuation, and the two-horse AI race
Building in public, IPO watch, and what to do about Europe
Economic Calendar for the Week of December 1, 2024
Is that a stock or a religion?
Two startups to watch, and guess which nations are our largest trading partners?
The death of early career gigs, encryption, and the Thread Boys' ascendency
Economic Calendar for the Week of November 24, 2024
Is Chrome divesture a sacrificial lamb or just a government gambit?
Nvidia and the AI scaling wall, and what founder mode really is
When venture incentives and founder needs diverge
ServiceTitan files to go public, Substack-o-nomics and please don't scratch my Bakkt
Two cheers for looser self-driving regulations
Klarna's going public, and I'm excited as hell
AI coding tools may be undervalued, and Shopify v. Stripe
Swiggy's IPO inches closer to trading, and is the stock market dangerously overvalued?
Economic Calendar for the Week of November 10th, 2024
Why Applovin is the best-performing tech stock of the year
Venture incentives, tariffs, and who owns Trump?
The good news is that the market thinks Trump is full of shit
Investors are (still) worried that Big Tech is spending too much (again)
Economic Calendar for the Week of November 4th, 2024
Microsoft, Meta, Coinbase, Robinhood, and Uber earnings
Google, Reddit, Snap earnings, and do we need an economic crisis?
How Much Revenue Does AI Startup Sierra Need? $225M
Magnificent 7 earnings week, election betting, and the latest from Robinhood
WeRide goes public as self-driving reaches its commercial tipping point
Anthropic just made the agentic AI race interesting
Why stablecoins matter to democracy and domestic debt
Inside Pony.AI's self-driving IPO
Netflix's insane cash generation, and venture capital's new diet
Is $7.2B a lot of money for Squarespace?
ASML earnings, slowing cloud growth, and the Perplexity question
Worries about Cerebras's IPO, the never-ending crisis at Boeing, and nuclear power
The crisis VCs face turning investments into cash returns
Investors grade Tesla's self-driving event, and why you shouldn't compare OpenAI to Google
Inflation data disappoints, notes on Crunchbase's AI strategy, and the latest OpenAI math
How many robotaxis are there in the world today?
Chinese stocks and American obesity both miss a step
How will the public markets value cybersecurity unicorn Snyk?
Venture investment cools in Q3, AI shines, exits disappoint (again)
26 new YC-backed startups to keep an eye on
Inside AI chip startup Cerebras's S-1 filing
Inside the IPO Filing of Food Delivery Giant Swiggy
What's Plaid worth? And the highs and lows of selling video games
How unicorns are turning into zombies
Smartsheet going private lowers implied exit valuations for startups
Intel isn’t going to dry up and blow away
Forget Brat Summer, it's Rate Cut Fall
The Fed is going to cut rates today, so get your votes in now
Imagine paying $10M for mid YouTube agitprop, only to get your propaganda armed banned by Zuck
Why stablecoins are having a moment, and the State of the Blog
Viva la acceleration, and how Medium reset its cap table
Tech is fun again, and I’m here for it
MariaDB goes private for a pittance and the decline of SaaS
How Medium turned profitable and told OpenAI to pound sand
IPO market still stalled while nine-figure rounds are raised
Breaking up Google is now a bipartisan view
Meet the nine companies with genAI revenues of nine-figures or greater
Here come the (humanoid) robots
Why Peloton's stock is spiking today
Can blockchain save us from a world of rampant, AI-driven IP theft?
Hey look, AI is having real business impacts after all
The pendulum is swinging back towards founders, which isn't great news for beleaguered VCs
Sure, I'll pay 2,000x revenue for your AI business
Consumer strength, future inflation concerns, and behold, AngelList data
How would you break up Alphabet?
Inside WeRide's IPO filing, and the latest fintech shutdowns
Why that AI model you love is "the fastest depreciating asset in human history"
Dating apps are cooked, and the per-capita Olympics
Why the global financial markets are selling off
Maybe the Fed should have already cut, earnings roundup, and more on AI data
Good news for open-source AI as the market screams for Fed action
Microsoft answers the AI revenue question
Tech earnings kick off as Canva works to make M&A great again
Twitter revenues, Indian IPOs, and how to raise twice in one year
Venture capital is failing the journalist test
Data wars, fighting VCs, and how Meta is disrupting the AI model market
Tesla and Alphabet earnings, OneStream's IPO, and did VCs buy Trump at the top?
Wiz walks, Spotify impresses, and should VCs rotate back to SaaS?
Tech's political moment, my birthday, and the Internet turns against AI crawling
Crowdstrike breaks the world as anti-Trump VCs find their voice
Decentralization, acceleration, and the EU's technology tipping point
What Silicon Valley thinks it will get from a second Trump term
Let's all stare at OneStream's IPO filing
Why Google may spend $23B buying Wiz, and the Wiz theory of the 2024 election
AI agents, and how Europe is keeping venture's hopes up despite Asia
Inflation falls, stocks rise, and startups (should) rejoice
Nice AI model you have there, would be a shame if something happened to it
Startup valuations are breaking records thanks to AI
AI's missing revenue, and how Beehiiv plans to scale on the cheap
July 4th, tech's international tax, and why the bitcoin selloff is my fault
AI demand is setting tech climate goals back
Neobanks are killing it, and what Theory Ventures' Tomasz Tunguz thinks of the Series A crunch
PE-backed Solera is going public, which is cool apart from its insane debt costs
A good-ish IPO, a blizzard of AI updates, and what the hell are the Democrats going to do?
Webtoon goes public, and the IPO scale question
Why the IPO I'm most excited about isn't Databricks or Stripe
Will paying for training data make AI a mediocre business?
Is 'AI search' without plagiarism possible?
Trump has a bridge to sell you
Billion-dollar markups are back, y'all
The Series A Crunch Is No Joke
Meet the fintech startup that Wells Fargo is accidentally subsidizing
AI agents are warming up the guillotine for traditional SaaS companies
Tempus goes public as corporate leaders struggle with AI deployments
OpenAI's growth is one of the most astounding business results of all time
Is venture capital about to get cut in half?
Investors cheer Apple's AI progress, and we're going to need a new capitalism
Time for Apple to put up or shut up on AI
Women raise more venture capital, but there’s a catch
I regret to inform you that I am considering diversifying (kinda) into bitcoin
AI folks are worried about AI folks
Higher interest rates aren't bad for all startups, it turns out
Weekend riff: The strange death of Pluralsight's value
Are media-AI deals a devil’s bargain?
Forget ads, every tech company wants to be a gaming giant now
How to un-stupid AI regulation, defense tech, and eight years of not drinking
I've figured out why some crypto rounds are way too big
AI cash, Nvidia's next test, and guess who wants to save Buzzfeed
Alex Writes -> Cautious Optimism
How to save media and keep AI startups alive
TikTok, capitalism, and whose side are you on?
Yes, we took your stuff and are making a killing. Why aren't you happy when we offer you scraps?