The work you do in private is the work you are rewarded for in public.
Today’s news is 10 years in the making.
$400M raised.
Time to get back to work and work harder than ever.
Hugging Face acquisition explained
“A man making $120BN a year selling compute decides to buy a company that helps make compute more cost-effective so he can sell more compute.
If end users have $1TN to spend on tokens, Nvidia would prefer that money flow through open-source
This podcast is the single most important podcast to know what is going on in tech every week.
On the agenda this week:
- NVIDIA Crushes Quarter and Buys Hugging Face
- OpenAI Cuts Off Cursor
- Instinct Hits $2.5BN Valuation and The Race for AI Assistants
- Cognition Raises at
How Instinct could follow the same path as Replit and Lovable
“When these products came out, they were all built in a month. It was so easy to clone these products in the early days and do nothing.
Now they are so complicated. Replit and Lovable of a year ago were not a moat.
This podcast is the single most important podcast to know what is going on in tech every week.
On the agenda this week:
- NVIDIA Crushes Quarter and Buys Hugging Face
- OpenAI Cuts Off Cursor
- Instinct Hits $2.5BN Valuation and The Race for AI Assistants
- Cognition Raises at
The three ways the wheels come off the bus for Nvidia
“There are only three things that can go wrong. Either their direct customers stop buying compute, the financing breaks, or end-user demand weakens.
Really, the only thing that can go wrong at some point, and it is not
This podcast is the single most important podcast to know what is going on in tech every week.
On the agenda this week:
- NVIDIA Crushes Quarter and Buys Hugging Face
- OpenAI Cuts Off Cursor
- Instinct Hits $2.5BN Valuation and The Race for AI Assistants
- Cognition Raises at
The bull case for Clay being a $100 billion company
“The bull case is that agentic GTM has just started. We thought the TAM was the same as it was.
It turns out when agents can run these GTM motions, they will consume 10 to 100 times more usage than humans ever could. They can
This podcast is the single most important podcast to know what is going on in tech every week.
On the agenda this week:
- NVIDIA Crushes Quarter and Buys Hugging Face
- OpenAI Cuts Off Cursor
- Instinct Hits $2.5BN Valuation and The Race for AI Assistants
- Cognition Raises at
