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live in sf last night, these execs from NYSE 🏛, Citibank and J.P. Morgan shared their predictions for how AI will shape the 2025 tech ipo market and with that, my first time moderating an event for The Information is in the books ✅ ‼️

alright, i think it’s time to skeet again. catch me over there @ anitar

This is no longer an overdramatic thing to worry about in the U.S. There are active and tangible threats to our free press. cnn.com/2024/11/21/med…

New from me: I wrote about AppLovin. Is it the Meta alternative brands are praying to the DTC gods for? Or will $APP go the way of Pinterest and Snap after an early flash in the pan? For now at least, brands are rushing to take advantage.

some predictions from my colleagues on Jessica Lessin / The Information's "year in review" 1) next year nvidia will focus on forging direct relationships w/ customers vs. selling hardware and software through cloud providers (Anissa Gardizy) 2) sequoia buying back stripe

every liquid i drink has an equal and opposite reaction (the same amount of wine)

beaming as many tiktoks into my brain as i can before the buzzer goes off

True Value: Why Oracle and Salesforce Should Merge Oracle’s small size constrains its ability to compete with big cloud firms in AI. One solution is to merge with Salesforce. Read more from Anita Ramaswamy 👇

i didn't believe it at first but $ORCL + $CRM actually makes sense on multiple dimensions

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with $SPOT up 40% ytd, i enjoyed this deep dive on its struggling ads biz (and why it might not be an issue) from The Information's brilliant Catherine Perloff theinformation.com/articles/spoti…

Scoop w/ Anita Ramaswamy: Rogo AI, an AI copilot for Wall Street, is in deal talks with Thrive & Khosla theinformation.com/articles/thriv…

the cold hard truth is that sf is so gorgeous it’s unfair to the rest of the world. i’m sorry to those who weren’t ready to hear it

fun news! i’m joining the board of the San Francisco Press Club to help support journalism across the city and the bay 🗞️