The World of Atoms, Not Bits⚛️, The VC Liquidity Crunch💸, From Prompts to Orchestration🛠️
Elon Musk Sold Investors The Future. Now SpaceX Has To Build It.
SpaceX is trading up on its first full day on the public markets. Here's what it has to do to maintain the momentum.
SpaceX Just Became the Biggest IPO in History. Here Is What Actually Happened
$135 IPO price. $150 opening. $176 intraday high. $161 close. $2 trillion market cap on day one. And Morningstar says it is worth $63. Here is the full picture
SpaceX’s Valuation Is Crazy. Maybe That's A Feature?
Investors are throwing money at long term promises that may never materialize. But if some do, maybe that's enough.
Introducing Generalist Intelligence
A new weekly intelligence briefing for subscribers.
David Sacks' Warning About Anthropic Regulatory Pleas Misses the Mark & SpaceX Asks Investors to Dream Big in Mega IPO
Plus, pressure on token prices, a Databricks round in the works & more
Build a Self-Improving Fundraising System With Claude in 14 Steps
Most founders use AI for fundraising like a better Google. They ask a question, get an answer, close the tab. This is the 14-step system that compounds every conversation into a sharper pitch, a warme
Systems of Record Won the SaaS Era - Clearinghouses Will Win the Agents Era
Weekly Dose of Optimism #197
La Sagrada Família, Life Bio Trial, Saronic, Doudna CRISPR, Standard Bots + Science Breakthroughs + Extra Doses
The Pulse: Did Anthropic’s new model just boost rival Codex’s market share?
Anthropic’s new model, Fable, has restrictions many users find unacceptable. Also: a new trend of smart model routing, Coinbase’s core service has no automatic cross-zone failover, and more.
You Signed a SAFE. Now what?
Most founders have no idea what their SAFEs turn into at the next priced round. This tool shows you the math before you sit across from a lawyer.
The Venture Capital Liquidity Crisis That Nobody Is Talking About
Distributions are dry, the IPO market is broken, and the secondary market is now bigger than public offerings. The doom loops might already be here.
State of the software engineering job market in 2026, part 2
Deepdive into the tech jobs market with exclusive data revealing AI labs are more attractive than Big Tech, native mobile & frontend roles are declining, management’s “great flattening”, and more
Essential books for product builders—part 2
24 more timeless books that’ll make you a better builder, leader, and person
How I Cut Our AI Spend in Half | "Tokenmaxxing" is Dead
6 ways to cut your AI spend without cutting AI usage. Every CFO needs to understand these.
VC Twitter Airs its Dirty Laundry: Our Summary of the Beefs, Bits & Quotes
From Vinod Khosla to Sequoia Capital, founders posted through their grievances
590+ US Women Angels
Names, organizations, investment stages, and contact context for active women angel investors across the US
Apple's WWDC Reality: Scaled Down AI Ambitions As The iPhone Remains Dominant
Don't overreact to the AI headlines, Apple is still an iPhone company. Plus: A look at SpaceX's coming valuation.
Expanding the Radius of Daily Life
How to Make Flying Cars an Everyday Reality
