Spotify
Alphabet
Coinbase
Portillo’s
Virgin Galactic
On Holding
Airbnb
Disney
MGM Resorts
Crocs
Zillow
Matterport
Celsius
Owlet
SoFi
Robinhood
Hims & Hers
Mobileye
Figs
Lyft & Uber
Joby
Garmin
Mar 13, 2025
AI robotics is advancing incredibly quickly, but is this the next LLM race in AI?
Artificial Intelligence
Jan 30, 2025
We now know hyperscalers are slowing their spending growth.
Jan 26, 2025
Tens of billions of dollars are being invested in GPUs, but are costs being realized appropriately?
Jan 9, 2025
The zero marginal cost days in Silicon Valley may be over.
Oct 3, 2024
The capital light roots of Silicon Valley have been flipped on their head.
Sep 26, 2024
Talent is fleeing OpenAI and Sam Altman may get a $10 billion payday.
Sep 20, 2024
Artificial intelligence is a no-brainer for the rich (VCs) and talented (engineers) in Silicon Valley. What about the rest of us?
