News, strategies, & resources for founders & VCs. 100K+ subs • 1M+ views/mo • Read by top VCs & decacorn founders
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Joined March 2024
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Brockman says data, not smarts, is why math fell first.
▫️ Math has lots of data
▫️ Biology is a hard data bottleneck
Humans may be bad at biology.
Check the full analysis here 👇
open.substack.com/pub/theaic…
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Brockman says the AI new-knowledge debate is over.
▫️ Almost 400 open problems resolved
▫️ Some stood about 100 years
No new theories yet, though.
Check the full breakdown here 👇
open.substack.com/pub/theaic…
23
WhiteMatter has raised a $20M Series A to police AI agents with more AI agents
NICE
it assigns one guardian agent to every enterprise agent
2.25M agents are under management, with 116B AI interactions overseen
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Graphon has raised a $35M Series A to give AI agents long-term memory
NICE
RRE Ventures led, with HP and Hitachi Ventures joining
the San Francisco startup says the 49ers and HP already use its software
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Anthropic has budgeted $41.5M in legal fees for its IPO, per its filing
HUGE
that is about 8x the $4.9M average for $1B+ listings, and well above the $25.5M SpaceX budgeted
Wilson Sonsini leads the deal
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Brockman says a second AI should attack the first one’s work.
▫️ A critic flags what it missed
▫️ You judge without opening the book
Humans stay in charge.
Check the full interview here 👇
open.substack.com/pub/theaic…
13
Brockman says security spend should vastly outstrip software spend.
▫️ Software is getting cheap
▫️ One bad package hits many firms
Trust is where value moves.
Check the full analysis here 👇
open.substack.com/pub/theaic…
11
BREAKING: Anthropic's IPO is set to raise as much as $64.4B, per its latest draft prospectus
HUGE
the indicative price band is $70 to $78 per share
the company and some of its investors are selling shares in the deal
where do you think it prices?
22
Nominal has tripled its valuation to $3B in 8 months with a $240M Series C
HUGE
the Austin startup builds AI for testing aircraft and nuclear reactors
Lightspeed led, with Insight co-leading
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Jensen Huang has dropped out of the Anthropic CEO forum and the ElevenLabs Summit days after admitting an affair
DAMN
Nvidia's board is probing whether he was the target of a foreign intelligence effort
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EvenUp has reached $150M in recurring revenue under contract selling AI to personal injury firms
HUGE
demand letters went from 90%+ of revenue to under 25% since early 2025
could small law beat Big Law in legal AI?
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Brockman says 25% of OpenAI’s engineers just secured the company.
▫️ Every project on hold
▫️ Best model run on its own code
It reruns with each new model.
Check the full breakdown here 👇
open.substack.com/pub/theaic…
14
Brockman says defenders have a head start, for now.
▫️ Daybreak backs them with $1B
▫️ Every release helps attackers too
The window will close.
Check the full interview here 👇
open.substack.com/pub/theaic…
16
BREAKING: The FT reports Sequoia partners were blindsided when ex-leader Roelof Botha joined the SpaceX board!
A $20bn stake could be complicated by his new role.
Sequoia says it still collaborates closely with him.
Takeaway: governance follows every big stake.
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BREAKING: UBS’s CEO says investors had been pricing AI for “perfection” until last week’s sharp correction!
Trillions of dollars in value vanished. He still expects AI to pay off, only more slowly than markets assumed.
Is the AI correction over?
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BREAKING: Nvidia’s board is investigating whether CEO Jensen Huang was the target of a “foreign intelligence effort”!
Nvidia says Huang continues as CEO and the board sees no compromise of secrets so far.
Takeaway: geopolitics now sits inside the boardroom.
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BREAKING: Anthropic has reportedly locked in a $3.4bn deal for 1.7 gigawatts of gas-fired generators for its data centers!
It plans $500bn+ in AI infrastructure spending over 10 years.
Will every AI lab own its power supply?
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BREAKING: The first US humanoid robotics company just went public via a $465m SPAC, a WILD milestone!
Agility made $1.8m in revenue last year and lost $138.1m.
Takeaway: humanoid robots now face the test of public markets.
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BREAKING: A close-to-four-hour Musk documentary led its director to one WILD comparison: Elizabeth Holmes!
Alex Gibney’s word for what they share: confidence.
Takeaway: investors back conviction, so diligence has to test it.
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