TickerTain
TickerTain
NewsroomShortsPortfolioConvergence
NewsroomShortsPortfolioConvergence
$ANTHROPIC·$MA····$INTC····$BLUE-ORIGIN·$SPCX····$CRWV····$CRM····$MSFT····$NVDA····$ORCL····$CURSOR·$AAPL····$OPENAI·$AMZN····$UBER····$GOOGL····$META····$TSLA····$DATABRICKS·$PERPLEXITY·$LYFT····$NBIS····$TSM····$LITE····$ANDURIL·
$ANTHROPIC·$MA····$INTC····$BLUE-ORIGIN·$SPCX····$CRWV····$CRM····$MSFT····$NVDA····$ORCL····$CURSOR·$AAPL····$OPENAI·$AMZN····$UBER····$GOOGL····$META····$TSLA····$DATABRICKS·$PERPLEXITY·$LYFT····$NBIS····$TSM····$LITE····$ANDURIL·
✕
00

Travis Kalanick on how pain is the price of progress

David Senra
✕
00

We got @Unsloth a DGX Station!

NVIDIA
✕
00

Alex: The Nixon-To-China Moment

Peter H. Diamandis
NewsroomShortsPortfolioConvergence

Shorts

60 clips

shorts

Travis Kalanick on how pain is the price of progress

David Senra

We got @Unsloth a DGX Station!

NVIDIA

Alex: The Nixon-To-China Moment

Peter H. Diamandis

"80% of references are bullsh*t" — Databricks' Ali Ghodsi on exec hiring

Sequoia Capital

Brian Chesky: People Managers Won’t Survive AI

Invest Like The B…

The Truth About AI Replacing Humans

20VC

Software’s AI Price War

The Information

Data Centers’ Power Problem

The Information

SpaceXAI’s Grok Bot Gains Early Traction

Bloomberg Tech

Drone swarm defense

Y Combinator

How businesses can use AI and keep their data private

NVIDIA

Dave Blundin's Advice for Entrepreneurs Drowning in AI Output

Peter H. Diamandis

Why Ben Horowitz bet on a founder with zero commercial experience | Ali Ghodsi,…

Sequoia Capital

Gagan Biyani on building a school for high-agency misfits nationwide

Sourcery VC

Bending Spoons CEO Luca Ferrari on why 500M users isn't a "graveyard" of old ap…

Sourcery VC

I WANT Tesla to win, but...

Dumb Money Live

Tesla's Biggest Problem ⚠️

Dumb Money Live

AI Agents Are More Honest With Each Other Than With Us - Noam Brown

Dwarkesh Patel

The big problem with AI layoffs

20VC

Rick Rubin on why doing less is hard

David Senra

A Decade-Old Conversation About Breaking Out of a Simulation

Peter H. Diamandis

a16z Just Launched a School With OpenAI, NVIDIA & Anthropic

Sourcery VC

Why One AI Scientist Compares Rogue AI Agents to Jessica Rabbit

Peter H. Diamandis

Lior Susan on why Eclipse skips foundational models and bets on physical AI ins…

Sourcery VC

Lior Susan on why data centers are the economic flywheel America keeps overlook…

Sourcery VC

GPT-6 Has Me Bullish

Dumb Money Live

I HATE Uber. 🤮

Dumb Money Live

People Are SO Lazy. 🦥

Dumb Money Live

Europe Doesn’t Matter Anymore

20VC

GPT-6 Astra = AGI?

20VC
$BRK.A

Acquired: Berkshire's 39,000x dwarfs the S&P 500's 405x since 1965

Acquired
$OPENAI

20VC argues OpenAI should not waste its lead chasing full-stack vertical integr…

20VC
$DEEPSEEK

DeepSeek's reported $50B round becomes Wall Street's proof point for China's AI…

20VC
$CRM

Ryan Petersen says selling SaaS into AI-native tech buyers is getting harder

ryan petersen20VC
$WEN

Ackman recalls Wendy's as a classic sum-of-the-parts trade hiding Tim Hortons v…

bill ackmanAll-In Podcast
$OPENAI

OpenAI's first device is framed as a consumer AI substrate beyond thumb-first c…

All-In Podcast
$AI-PRODUCTIVITY

Friedberg says AI is showing up more as revenue expansion than job destruction

david friedbergAll-In Podcast
$MERGE

Merge CTO says avoiding insane valuation multiples may have protected the busin…

gil feigSourcery VC
$STARLINK

Private aviation operators see Starlink as part of the productivity case for fl…

israel slodowitzSourcery VC
$COMMURE

Commure CEO says LLMs can remove healthcare's trillion-dollar work tax

tanay tandonSourcery VC
$LEAD-BANK

Lead Bank bought the bank charter first to become infrastructure for fintech, c…

jacqueline resesSourcery VC
$SPCX

137 Ventures recalls SpaceX fixing Falcon 1 with a 7.5-second engineering change

justin fishner-wolfsonSourcery VC
$ANTHROPIC

Anthropic's growth is being described as model-led and exponential, not enterpr…

Invest Like The B…
$ANTHROPIC

Anthropic is reinvesting compute because Claude Code is helping build the next…

Invest Like The B…
$MIDJOURNEY

TBPN flags Midjourney's ultrasound move as bootstrap freedom turning AI wealth…

TBPN
$EBAY

Ryan Cohen sees three fixes for eBay: costs, live commerce and in-game item liq…

ryan cohenAll-In Podcast
$AI-MEGACAPS

Mark Pincus thinks today's $2T-$5T AI leaders can become $10T-$20T companies

mark pincusSourcery VC
$CRAFT

Sourcery says the SpaceX and OpenAI IPO wave is becoming a private aviation dem…

israel slodowitzSourcery VC
$SPCX

Early Starlink spreadsheets already pointed to a stock hockey stick

tom muellerSourcery VC
$HARVEY

Harvey is building enterprise SaaS and agentic consumption in parallel

gabe pereyraSourcery VC
$COMMURE

Commure argues platforms will absorb AI point-solution wrappers

tanay tandonSourcery VC
$COIN

Coinbase culture treats crypto winters as focus periods, not crises

Sourcery VC
$HARVEY

Harvey reaches roughly $300M ARR as product velocity compounds

gabe pereyraSourcery VC
$COIN

Armstrong: stablecoins, prediction markets and derivatives drive Coinbase reven…

brian armstrongSourcery VC
$COMMURE

Commure closes $70M at a $7B valuation with General Catalyst, Sequoia and Morga…

tanay tandonSourcery VC
$OPENAI

OpenAI CFO confirms Jony Ive device by year-end: multi-modal, no screen

All-In Podcast
$GOOGL

Srinivas: chat doesn't capture discovery intent, which is why Google still char…

aravind srinivas20VC
$GOOGL

Srinivas: Perplexity forced Google to cannibalize $250B in ads with an inferior…

aravind srinivas20VC
$FIGURE

Adcock bets AGI arrives first in humanoids via physical interaction with the wo…

brett adcockSourcery VC
$COIN

Armstrong: Coinbase has the full stack for the agentic economy with USDC, Base…

brian armstrongSourcery VC