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The Founder story beats the pitch deck. Every time. No one buys a spreadsheet. They buy belief. Roy didn't raise $5M because Cluely was a groundbreaking idea. They raised because there was a founder story to believe in.

The FAANG acquisition spree is only getting started. This is a war for domination of global internet traffic rather than buying tech. Those companies don't want to rely on 3rd parties to build their models. They want to own the A-to-Z pathway. Some products might even compete

Over the last 12 months, the major LLMs have shipped so much. - Open AI: 10+ updates across 4 and o series - Gemini: 6 updates - Claude: 4 updates It's becoming clear that Today's #1 LLM is unlikely to be the #1 in 5 years. Things are moving faster than ever.