🦞AI Apps investing @ A16Z; A1111; Boards of Krea, Deel, Clutch, Titan, Arc Boats, Untitled, Happy Robot + more; If you’re not at the table, you’re on the menu
cross-selling is like this white whale that everybody in financial services chases and very few ever catch .. having two products that are working is extraordinarily difficult, much less 13 ..
Robinhood now has 13 lines of business with over $100m annual revenue.
If you had asked me when I worked there in the late teens, i would have guessed 3-5 lines get there maybe?
Demonstrates the breadth and power of a financial platform
The bull case and rational strategy for labs is a full suite of models across the Pareto frontier plus high switching costs via harness / memory / traditional enterprise integrations.
Expect to see more of this, along with specialized enterprise products purpose-built for
major price cuts today:
*80% drop for GPT-5.6 Luna, now $0.20 per million input tokens and $1.20 per million output
*20% drop for GPT-5.6 Terra, to $2/$12
*GPT-5.6 Sol gets Fast mode in the API, up to 2.5x the speed for 2x the price, same intelligence
Why I've changed my mind on Europe:
- There are a growing number of opportunities that are very specific to the geographic / cultural fragmentation on the continent. Cross-border payroll, FX led consumer banking, and multi-lingual voice models are great examples and obviously led
etn has raised $ 1.6M. From today, etn will be live 5-days a week out of our new 1500sqft studio in central London.
In 10 months Ronan and I have scaled etn from just us 2, to 8 people. We’re building a team of people who feel as strongly as we do about building the tech network
ChatGPT voice feels like an architectural and user interface breakthrough for harnesses .. I didn't expect to be this floored by it.
The biggest unlock is that it's cross conversation so you can fluidly move across projects. For anyone using coding agents in even a mildly
I don’t think you understand what ChatGPT Voice unlocks
I went on a 4 hour hike yesterday. Through the northern California redwoods.
Got more work done in those 4 hours talking to Voice through my AirPods then I do in 8 hours at my desk
Work can be done ANYWHERE now
45 minute
