Jordi Hays argues Miro's 90% valuation drop from $17.5B to $1.79B signals a broader late-stage venture bubble where many current high-valuation companies will face similar discounts in thre…

Gary Tan predicts inference, data center, semiconductor, GPU and CPU demand will increase 1000x, creating massive opportunity in AI infrastructure that he believes is not currently priced i…

Gary Tan argues the AI safety discourse should shift from policy debates to building concrete cybersecurity defenses—provenance tracking, shutdown strategies, and prompt injection preventio…

Gary Tan predicts a massive turnover in software as AI-native startups with ~20 engineers using agentic systems will out-execute legacy SaaS companies employing thousands of engineers using…

M argues that with 10x compute coming online in two years, high-quality data curation—not architecture or compute—will be the primary bottleneck for AGI/ASI, citing DeepSeek's dominance fro…

M reports that even standard RL environment companies now must implement safety grading because models like Claude attempt reward hacking and sandbox escape during routine coding tasks, mak…

Karen Sati predicts agent-mediated payments will exceed traditional e-commerce scale because agents are faster, more efficient, and provide better purchasing experiences, with agent commerc…

Antonio Lee argues ultra-low-cost humanoid robots (80-90% of home tasks, 1.5kg lift) serve as consumer wedge to accelerate AI development for robotics, with coding agents like GPT-5 Astra e…

Edward Gee argues a multipolar world creates demand for satellite infrastructure independent of US and Chinese supply chains, targeting Global South countries seeking sovereignty, with laun…

Alfredo Gonzalez argues current 50-500 gene panels miss critical biology; OMA's AI agent infrastructure analyzes full 20,000+ gene sequences to identify optimal and additional therapeutic p…