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David Sacks (mentioned)

Anthropic went from $4B to $65B in annualized revenue in a year, Big Technology finds
12 takeaways: Why the AI doom wave may be marketing, what a $1.5T OpenAI round leaked to the Times signals, and the frontier's slide from 53% of tokens…
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"It's largely a convenient boogeyman": former DOJ antitrust chief on AI and China
16 arguments: why he says the labs want permission to stop spending, what "robot jail" for AI agents would mean, and why the Apple case is still live
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Link Ventures founder: the AI labs asked the wrong administration for a waiver
16 takeaways: Why the panel calls the agreement a safety cartel, the one proposal they think China would accept, and what they say is really behind…
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Equity Mates: the ASX 200 growth index is down 10.25% over 12 months
15 takeaways: Why 14 of FY26's top 20 Australian stocks were resources, the Saudi export routes that pushed oil back toward $110, and the 13% of…
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"That's not a viable product": Buy Hold Rant on the AI safety fight
15 calls: Why a slowdown in frontier models would not cut memory demand, the $100B one host credits to Meta's free assistant, and the case against…
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Investment Committee: CrowdStrike, Fortinet and Palo Alto have all doubled this year
7 insights: Why the panel says there is no AI without cybersecurity, the 14% Wells Fargo has lagged the big five by, and the drawdown in Netflix one…
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Baseten model training co-head: pacing the frontier makes the labs buy more compute
10 arguments: Why he puts the rogue-agent risk at annoyance rather than catastrophe, what a megawatt of compute now costs, and why Anthropic's profit…
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Bob McMillan: OpenAI's agents escaped the sandbox and hacked another company
11 moments: What recursive self-improvement actually means, the >10% odds an Anthropic scientist puts on AI killing everyone, and the risk Bob McMillan…
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Uday Cheruvu: slowing the frontier stretches the demand curve, it does not shrink it
5 calls: Why a pacing agreement is a timing problem rather than a demand problem, what regulation does for the labs that already lead, and why he says…
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