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Stop calling it 'The AI bubble': It's actually multiple bubbles, each with a different expiration date
Venture Beat
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Kilo launches AI-powered Slack bot that ships code from a chat message
Venture Beat
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Meritech’s Look at 2025 Exits: M&A at $587B Hits a Decade+ High … But IPOs Were a Whimper
SaaStr
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It Was A Big Year For Cybersecurity
Crunchbase
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The Power of Constraints
Collaborative Fund
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Is Elon Musk losing the space cellphone war?
Fast Co - Design
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The Tim Ferris Show Transcripts: Steve Young, from Super Bowl MVP to Managing Billions — Hall of Fame 49ers Quarterback on High Performance, Reinvention, Faith, and How to Blend Dreams and Plans (#847)
Tim Ferris
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Portage strikes deal to manage Point72 Ventures FinTech assets in Steve Cohen and Goldman Sachs-backed fund
BetaKit
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Polygon buys blockchain startup Sequence to power its stablecoin push
BetaKit
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Defense Tech Unicorn Onebrief Raises $200M, Acquires Seed Startup As VC Funding For Military-Related Tech Surges
Crunchbase
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D-Wave strikes $550-million USD deal to acquire Quantum Circuits
BetaKit
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Gross Profit per Token
Tomasz Tunguz
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GeologicAI acquires Finland’s Lumo Analytics to round out suite of critical minerals sensors
BetaKit
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Humi’s co-founder loved being acquired and never wants to do it again
BetaKit
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Court order prompts Well Health, Healwell to hand over records in merger probe
BetaKit
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EQ Bank carves out more market share with $800-million PC Financial purchase
BetaKit
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Back to School
Collaborative Fund
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Orum Joins Stripe to Help Money Move Faster
Homebrew
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The HALO Effect
Kevin Kwok
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The Hidden Power of Social Comparison
Nir Eyal
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How Investors Kill Companies
Eric Jorgenson
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The Boy Who Cried Unicorn
Nathan Baschez
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And You Will Know Us by the Company We Keep
Eugene Wei
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Scaling Emerging Acquisition Channels
Brian Balfour
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Problem vs Opportunity First Approach
Brian Balfour
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Product Systems
Brian Balfour
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The Freemium Formula That Has Misled Many
Brian Balfour
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lululemon’s white space
Jake Singer
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Seeing Like an Algorithm
Eugene Wei
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Going Public Circa 2020; Door #3: The SPAC
Bill Gurley
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TikTok and the Sorting Hat
Eugene Wei
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Notes on Superhuman’s Acquisition Loops
Kevin Kwok
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Status as a Service (StaaS)
Eugene Wei
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Your Average CAC is Lying to You -- What to do Instead
Brian Balfour
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The economic logic behind tech and talent acquisitions
Chris Dixon
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Notes on the acquisition process
Chris Dixon
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Three types of acquisitions
Chris Dixon
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