Why Bill Ackman Expects a Venture Blowup
Bill Ackman says a high-profile blowup is coming in venture and that some of today's most dominant companies will disappear. His advice to founders: raise now, spend like it's your own money.
· 7 min read
sig·nal·ful /ˈsɪɡ.nəl.fəl/ adjective
: full of signal.
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Bill Ackman says a high-profile blowup is coming in venture and that some of today's most dominant companies will disappear. His advice to founders: raise now, spend like it's your own money.
· 7 min read
Increase moves a little over half a trillion dollars a year with about 33 employees. Darragh Buckley, Stripe's first employee, bought a bank so he could expose every bank function by API.
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· 8 min read
AI touches only about a quarter of 1% of global calls. Dial Stack's Mike Sharp says vertical software that adds voice AI on top of RingCentral is creating pipeline for RingCentral.
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· 7 min read
Will O'Brien on why Ulysses went from seagrass restoration to underwater robots, how it brings the supply chain in-house to build at scale, and why selling to navies suits a venture-backed company
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· 7 min read
Bilal Zuberi left a $7 billion fund to back physical AI 18 years in. He says the least funded layer is the dirtiest one, putting robots in the field, and a $10 billion fund earns $2 billion in fees.
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· 7 min read
About 15% of Uber's production PRs now come from its background coding agent. An Uber engineer says the harness is the easy part: the platform built over 10 years is what makes agents work.
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· 8 min read
Hjalmar Nilsonne on why Neko Health stopped selling to clinics and built its own, how a moonshot keeps its people motivated, and the Twitter DM from Daniel Ek that started it
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· 7 min read
OpenAI pulled about 25% of its production engineers off their projects to find security holes. Greg Brockman says security spend should vastly outstrip software spend now that code is cheap.
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· 7 min read
Harvey spends hundreds of millions of dollars a year on inference. Co-founder Gabe Pereyra says app companies should rent closed models until the bill forces them to train their own.
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· 7 min read
Railway has 40 people, no sales team until last year and close to $100 million in ARR. Founder Jake Cooper says the trick is saying no to 90% of ideas, and asking why now.
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· 8 min read
Jamie Siminoff shipped thousands of broken Ring cameras days before Christmas 2013 with about $1 million raised. A weekend fix saved the company, which now does about $5 billion in revenue.
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· 7 min read
Atlassian's Mike Cannon-Brookes says \"headless is brainless.\" With agents writing the code, he argues design and experience become the way enterprise software stands out.
· 5 min read
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