RT @zoink: Reminiscent of /r/replika/ in early 2023. .

RT @creatine_cycle: here is what happens when you take creatine:.- 5gs: bigger muscles.- 15gs: bigger brain.- 70gs: replace sleep.- 88gs: r….

Link to blog:

6/ We’re still early in the AI cycle. Once companies develop defensible infrastructure and talent proliferates across the ecosystem, M&A logic will shift back to holistic acquisition, but not before we see more creative disruption across all layers of the stack - energy, data,.

5/ Private-to-private M&A is also underdiscussed: Stripe/Bridge, Databricks/Mosaic/Neon, Devin/Windsurf are strategic, exit‑focused moves, not just acqui‑hires. As private companies stay private longer, access to capital for private companies has never been easier, and.

4/ While there are whispers that these talent-license deals will continue and other companies have been approached for a similar tie-up, we believe this is a natural evolution of any early ecosystem. Things will change as AI companies continue to build durable moats:.

3/ But when will acquirers stop buying teams and start buying moats. i.e. fully executed products, defensibility, and scale?. We believe that shift happens as startups graduate from thin wrappers to rich vertical stacks owning data, RL loops, and atomic IP (smaller open-source.

2/ The “why” is obvious: speed, talent, and regulation. Elite researchers are being valued more than enterprise value. During the dotcom and mobile-era M&A was often about “eyeballs” and distribution. Today, it’s about foundational research talent and velocity.

1/ There’s been plenty of discussion about the deal dynamics behind recent AI talent acquisitions. Less discussed:. – Why they’re happening. – What conditions needs to change for M&A to return to “normal”

RT @_fabknowledge_: 980T tokens.

Conway's Law.

A huge thank you to everyone who joined us, including the founders and our portfolio executives: @NaveenGRao @a85 @curtisbliu @ianlivingstone @dsa @paraga and others. cc: @BatteryVentures.

Observations From Conversations: Our Latest AI Dinner

Something about your org structure mirroring your code structure (or vice versa). ". you probably shouldn't view OpenAI as a single monolith. I think of OpenAI as an organization that started like Los Alamos.". "OpenAI uses a giant monorepo. ".

RT @jeffreyhuber: i think about this a lot

RT @austinh___: Excited to share that we’ve raised a $40M Series B at @unifygtm to transform growth into a science. Many of the fastest gr….

RT @jasonlk: .@meetgranola has to be the first app I've seen where Business pricing is >cheaper< than Individual. The reality is, many apps….

RT @alexrkonrad: More highlights and the full video of our chat can be found at the link below, including:. - North Korean hackers posing a….

RT @jaminball: Huge congrats to @ClickHouseDB on their $350m Series C!! Databases need to be built for speed and scale. In the age of AI th….