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An interesting data point: breakout enterprise AI applications are winning against incumbent SaaS companies on average 90% of the time in competitive deals. Pretty remarkable.

Inner monologue for every president since George Washington?

Great talk. A good question for any product from Andrej Karpathy - "what would an autonomy slider look like for your product?"

crazy fact from Thomas Laffont on All In - Anthropic in Q1 added 70% of all the net new ARR that all the public SaaS companies added, combined

Good day for the Middle East, and the world.

I served on the National Security Council under President Clinton. I was Joe Biden’s Deputy Staff Director of the Senate foreign Relations Committee. I voted for Kamala Harris and have been a vocal critic of many dangerous and undemocratic actions taken by President Trump. But

lovely actual summer day in sf

Startup journeys are wild. My first job was working on a nuclear spinout from Intellectual Ventures, and getting the new company, TerraPower, off the ground. All these years later, they're raising money in a power-hungry world completely reshaped by AI demand. That was on no