$BSP···Hoium sees Bending Spoons as Constellation-style software roll-up at discounted valuationstravis hoium·Asymmetric Investing by Travis Hoium·4 days agoshow more ▾
$NOW···Ryan Vlastelica sees ServiceNow benefiting from software sector reboundryan vlastelica·Bloomberg Tech·7 days agoshow more ▾
$BLUE-ORIGINBlue Origin selected for Artemis 3 lander test vehicles alongside SpaceXjared isaacman·All-In Podcast·7 days agoshow more ▾
$DIPOLE-LABSDipole Labs building fully optical switches to solve GPU interconnect bottleneckbrad·Y Combinator·8 days agoshow more ▾
$RCAIRCAI raises $150M at $1B valuation to lead US open-weight models against Chinamark mcquade·The Information·6 days agoshow more ▾
$UNCONVENTIONAL-AIUnconventional AI aims for 1000x power efficiency in AI computenaveen rao·All-In Podcast·4 days agoshow more ▾
$NVDA···Huang unveils Vera Rubin platform: 30x agentic throughput per megawatt, annual roadmap through Feynmanjensen huang·NVIDIA·9 days agoshow more ▾
$TUTOR-INTELLIGENCETutor Intelligence deploys general-purpose robots at $14-18/hour targeting labor substitutionjosh gernstein·The Information·8 days agoshow more ▾
$ORCL···Meeks flags Oracle as only hyperscaler burning free cash flowpaul meeks·The Information·8 days agoshow more ▾
$ENBATEnbat founders detail treasury platform scaling to 500 clients, €30M latest roundtony·Itnig·8 days agoshow more ▾
$CRCL···Circle launches Arc: AI-first economic OS with USDC as trusted dollar for agentic economyjeremy allaire·TBPN·9 days agoshow more ▾
$NVDA···T. Rowe Price's Tony Wang calls Nvidia growth unprecedented as Jensen Huang forecasts 2x chip salestony wang·Bloomberg Tech·8 days agoshow more ▾
$ORCL···Oracle's debt-financed AI buildout faces rising cost of capital spiraltravis hol·Asymmetric Investing by Travis Hoium·9 days agoshow more ▾
$JACK-AND-JILLJack and Jill raises $40M to build agent-to-agent hiring network for professionals and companiesmatthew wilson·TBPN·10 days agoshow more ▾
$COMPLYRComplyr raises $11M seed led by General Catalyst to automate global product compliance with AIgustav·Scaling-Europe·9 days agoshow more ▾
$BOX···Levie: Concentrated bet on application layer via Boxaaron levie·Sequoia Capital·10 days agoshow more ▾
$AAPL···Apple plans 2029 server re-entry with M8 Ultra chips for AI inferencingaaron tilly·The Information·9 days agoshow more ▾
$TSLA···Former Tesla president reveals Musk's algorithm drove 2.5x industry gross margins via automate-last disciplinejohn mcneel·Norges Bank Investment Management·9 days agoshow more ▾