How AI is reshaping IPO markets, NVIDIA on the “Digital Workforce”, Sequoia on how AI changes startups, Microsoft on AI’s value capture, Anthropic ($62B) bridges AI + real world, AI Animal Spirits.
Great read, Ivan — sharp take on how AI is reshaping both venture dynamics and founder decision-making. 👍
I’m curious: how do you see startups balancing the pressure to move fast with the need to build cultures that can actually absorb and scale AI sustainably?
Great read, Ivan — sharp take on how AI is reshaping both venture dynamics and founder decision-making. 👍
I’m curious: how do you see startups balancing the pressure to move fast with the need to build cultures that can actually absorb and scale AI sustainably?
Top NL right here!
Top! Great piece Ivan
Nice one Ivan. I love the Sequoia piece and agree with your view about the advantages of AI-native companies!
thank you sir 👍
amazing!
🙏
Really great rundown you cover so much that's salient! Impressive.
thanks Michael, means a lot especially coming from you (great newsletter)