$WENAckman recalls Wendy's as a classic sum-of-the-parts trade hiding Tim Hortons v…bill ackmanAll-In Podcast
$OPENAIOpenAI's first device is framed as a consumer AI substrate beyond thumb-first c…unknownAll-In Podcast
$AI-PRODUCTIVITYFriedberg says AI is showing up more as revenue expansion than job destructiondavid friedbergAll-In Podcast
$EBAYRyan Cohen sees three fixes for eBay: costs, live commerce and in-game item liq…ryan cohenAll-In Podcast
$CRAFTSourcery says the SpaceX and OpenAI IPO wave is becoming a private aviation dem…israel slodowitzSourcery VC
$MERGEMerge CTO says avoiding insane valuation multiples may have protected the busin…gil feigSourcery VC
$SPCX137 Ventures recalls SpaceX fixing Falcon 1 with a 7.5-second engineering changejustin fishner-wolfsonSourcery VC
$AI-MEGACAPSMark Pincus thinks today's $2T-$5T AI leaders can become $10T-$20T companiesmark pincusSourcery VC
$STARLINKPrivate aviation operators see Starlink as part of the productivity case for fl…israel slodowitzSourcery VC
$LEAD-BANKLead Bank bought the bank charter first to become infrastructure for fintech, c…jacqueline resesSourcery VC
$ANTHROPICAnthropic's growth is being described as model-led and exponential, not enterpr…unknownInvest Like The B…
$ANTHROPICAnthropic is reinvesting compute because Claude Code is helping build the next…unknownInvest Like The B…
$COMMURECommure CEO says LLMs can remove healthcare's trillion-dollar work taxtanay tandonSourcery VC
$MIDJOURNEYTBPN flags Midjourney's ultrasound move as bootstrap freedom turning AI wealth…unknownTBPN
$COINArmstrong: Coinbase crushes per-token cost by routing 80% of workload to open-s…brian armstrongSourcery VC
$HARVEYHarvey triples ARR to $300M, token usage up 13x and DAU/MAU jumps to 52%winston weinbergSourcery VC
$COINArmstrong repositions Coinbase as the 'everything exchange': stocks, commoditie…brian armstrongSourcery VC
$FIGUREAdcock bets AGI arrives first in humanoids via physical interaction with the wo…brett adcockSourcery VC
$GOOGLSrinivas: chat doesn't capture discovery intent, which is why Google still char…aravind srinivas20VC
$GOOGLSrinivas: Perplexity forced Google to cannibalize $250B in ads with an inferior…aravind srinivas20VC