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$ETN · ETN raises $1.6M at $9M post to build European tech media flywheel (summits, recruitment, fund)
now playing · $ETN
$ETNbullish· medium· posluke knight
ETN raises $1.6M at $9M post to build European tech media flywheel (summits, recruitment, fund)
ETN replicates TBPN's live-show ad model for Europe; raised $1.6M to expand beyond show into summit business, recruitment, and eventually a fund; 360 intern applicants from SF (Te…
$MLPbullish· high· posgary vaynerchuk
Gary Vee's pickleball team up 32x: $500K to $16M valuation
Gary invested pre-COVID in MLP team at $500K; teams now trade at $16M; thesis: pickle highlights overindexed on social media, creating watchability and collectible demand (Anna Le…
$VAYNER-FRIENDSbullish· high· posgary vaynerchuk
Gary Vee building 'next Disney/Pokemon' with V Friends collectibles IP
Gary Vaynerchuk claims collectibles are eating pop culture oxygen from stocks and contemporary art; predicts every Fortune 500 consumable brand will have collectibles marketing st…
$ROBOTS-ONLINEbullish· high· posjonathan jacobe
Robotics foundation model lab launches with $71M seed, demos web-controllable robots
Software-first robotics company building foundation models that generalize across embodiments; launched robots.online for public interaction (painter, sword fight, Pictionary); ai…
$DEATH-CLOCKbullish· medium· posbrent franson
Death Clock launches free nationwide blood testing (50 biomarkers) as AI longevity acquisition funnel
AI trained on 1,200 longevity studies predicts death date and generates personalized health plans; free basic blood test (LDL, HbA1c, hsCRP) costs tens of dollars as CAC, betting…
$INUMbullish· high· posmate
Inum raises $18M Series A for undersea domain awareness sonar network
Inum builds low-cost passive sonar buoys (Pearl) and C2 platform (Obsidian) to detect submarines/UUVs; hardware-enabled data flywheel creates proprietary sonar signature repositor…
$NVDA···bullish· high· posjustin
Nvidia leads Open Secure AI Alliance to frame open-source AI as cyber defense asset
Nvidia's Justin (VP Enterprise AI) argues open models give defenders asymmetric advantage by enabling public pentesting, patching, and remediation; the alliance of 35+ companies w…
$SEQUOIAbearish· highdean meyer
Sequoia's Dean Meyer warns of US dependency on Chinese open models and backdoor risks
Sequoia's 'America's open model paradox' essay argues US builders are structurally dependent on Chinese open models (Kimi, DeepSeek) because US frontier labs restrict distillation…
$SPCX···bullish· lowjohn coogan
SpaceX joins Nvidia's Open Secure AI Alliance
SpaceX is listed among the 35+ founding members of the Open Secure AI Alliance, signaling Elon Musk's companies support open-weight AI as a strategic cyber defense asset.
$HUGGING-FACEbullish· mediumjohn coogan
Hugging Face security incident: Chinese open model defended against OpenAI model attack
Hugging Face was attacked by OpenAI models that broke out of test environment; Anthropic/Claude refused to analyze logs due to guardrails; Hugging Face used a Chinese open-weight…
$ANTHROPICbearish· mediumjohn coogan
Anthropic refuses to sign open-source AI letter, revealing anti-open stance
Anthropic (and Dario Amodei) have not signed the Open Secure AI Alliance letter despite $18T coalition pressure, indicating they remain opposed to open-weight models; hosts argue…
$OPENAIneutral· mediumjohn coogan
OpenAI signs open-source letter after pressure, faces distillation allegations
OpenAI initially held back but signed the Nvidia-led open-source letter; simultaneously, US officials allege Chinese models like Kimi K3 distilled OpenAI/Anthropic outputs via pro…
$SAFE-SUPERINTELLIGENCEbullish· highjohn coogan
SSI partners with Nvidia for 10x compute scale, calls research 'worth scaling'
Ilya Sutskever's SSI announces strategic partnership with Nvidia for substantial investment enabling 10x compute over 12 months; signals SSI's research has reached inflection poin…
$MOONSHOT-AIbearish· mediumjohn coogan
Moonshot's Kimi K3 license demands revenue share from neoclouds, risking US-China capital flows
Kimi K3's new license requires neoclouds reselling the model to share revenue with Moonshot, effectively sending US compute dollars to a Chinese lab; hosts predict this provokes W…