rob toewsPartner at Radical Ventures, an AI-focused venture capital firm. He led the firm's investment in Discovery Loop, a startup founded by former Google AI leaders Jeff Dean, Oriol Vinyals, Sanjay Ghemawat, and Quoc Le. He evaluates nearly all 'neo lab' investment opportunities and passes on the vast majority.
phoebe liuCovers Nvidia and semiconductor supply chain for The Information; broke the story on Nvidia testing Rubin Ultra with reduced memory.
max weinbachTechnology analyst who had early access to Meta's Muse Code and Muse Spark 1.2; provides hands-on comparison of AI coding agents including Claude Code, Codex, and Cursor.
martin peersWrites the nightly briefing for The Information; analyzed Google's AI leadership shakeup as formalizing existing operational reality rather than a disruptive change.