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Bloomberg reporter: Paramount settled and nothing is being sold
7 arguments: what David Ellison actually conceded to California, why YouTube started punishing creators who post to Netflix, and the box-office year…
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Raindrop co-founder: there are no doomers at the application layer
8 insights: why deciding whether an agent behaved badly is harder than it sounds, what he says Fortune 100s will not buy, and the $35M round he had to…
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iConnections CEO: 30,000 meetings a year move $10–20B into alternative funds
5 lessons: the software that makes a handshake business work, why the investors in the room never pay, and the charity event that solved the…
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Box CEO: more agents make the core systems more important, not less
8 arguments: why he says the software panic was wrong, what he got badly wrong about consumer AI, and the one piece of plumbing he wants the industry to…
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40–50% will give an agent power of attorney by 2030, says Khosla Ventures' founder
7 predictions: why he says trust and not data is the only durable moat, where a personal agent actually has to live, and the one company he says starts…
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Rainmaker CEO: China spends hundreds of millions a year on weather modification
7 insights: the hyperscaler already paying him to offset its water, why ski resorts took a decade to believe anyone, and the drones that fly where…
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Amazon blocks Muse, Meta up 27%, ByteDance stops open-sourcing — TBPN
10 takeaways: why China's best video model is the one it will not release, the $76B ad business behind Amazon's block, and the agent that misspelled a…
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Faraj Aalaei: 90% of chip engineers' time is work a model can already do
8 takeaways: why a new chip now costs several hundred million dollars, what designers pack in as insurance against a five-year guess, and why the…
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Acquired's hosts: $1,000 in Home Depot's 1981 IPO is worth $34M today
11 moments: the Ross Perot deal that died over a Cadillac, the decade and a half Home Depot stopped opening stores, and why half of its e-commerce never…
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Mitchell Green: the same Ferrari sells for about twice as much here as in Europe
9 arguments: why leverage now decides which companies can answer AI, the family offices putting 3% of a fortune into cars, and the Formula One halo as a…
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Scott Keogh: Scout starts in the high fifties, against rivals in the high seventies
10 insights: the four-cylinder generator that gives an electric SUV 500 miles, why 85% of his retail spending goes into service, and what one interior…
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Nico Wittenborn: Bending Spoons is often the only serious bidder, so it sets the price
13 lessons: why the chat assistants ate the consumer app opportunity, what RevenueCat's data shows about launches, and the 18 months it took to raise…
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