1. Understanding Change: Henry Ellenbogen on Investment Philosophy and AI's White-Collar Impact
    Technology

    Understanding Change: Henry Ellenbogen on Investment Philosophy and AI's White-Collar Impact

    Henry Ellenbogen built New Horizons Fund at 19% annual returns before founding Durable Capital — now he argues AI will reshape knowledge work the way China reshaped manufacturing.

    ·3 min read
  2. NVIDIA Targets 2027 for Level 4 Robotaxi Fleet Deployment Using AI Chips
    Technology

    NVIDIA Targets 2027 for Level 4 Robotaxi Fleet Deployment Using AI Chips

    NVIDIA's $3,500 Drive AGX Thor chip is the backbone of its 2027 robotaxi ambitions — and partnerships with Uber and Mercedes-Benz suggest the timeline is more than talk.

    ·3 min read
  3. Carta's State of Startups 2025: A Two-Speed Ecosystem
    Technology

    Carta's State of Startups 2025: A Two-Speed Ecosystem

    AI startups captured 44% of all US startup capital in 2025, while initial equity grants have shrunk 50% since 2022 and the average seed-stage team has collapsed from 10.3 to just 6.2 people.

    ·2 min read
  4. OpenAI's Audio-First Device Strategy
    OpenAI

    OpenAI's Audio-First Device Strategy

    OpenAI is consolidating engineering, product, and research teams around audio to ship a Q1 2026 model with natural interruption handling and simultaneous speech—positioning the company for smart glasses and screenless 'companion' devices before the hardware even ships.

    ·1 min read
  5. January 1st Uristocrat Notes: Chelsea Sacks Maresca, Wembanyama Injury Scare, Kobe 9 Elite & More
    Daily Roundup

    January 1st Uristocrat Notes: Chelsea Sacks Maresca, Wembanyama Injury Scare, Kobe 9 Elite & More

    Chelsea fired Enzo Maresca on New Year's Day despite winning the Conference League and Club World Cup. Wembanyama scored 31 before hyperextending his knee, but San Antonio rallied for a 134-132 win.

    ·4 min read
  6. December 30th Roundup: Nike Book 1, Jokic Injury, China's Humanoid Robot Push & More
    Daily Roundup

    December 30th Roundup: Nike Book 1, Jokic Injury, China's Humanoid Robot Push & More

    The Nike Book 1 'Torched' ($155) releases December 30th, headlining a packed day that also saw Jokic hyperextend his knee against Miami — the three-time MVP averaging 29.9 PPG now faces an MRI.

    ·5 min read
  7. Disney's One-Year Exclusivity Window with Open AI
    Technology

    Disney's One-Year Exclusivity Window with Open AI

    Disney sent Google a cease-and-desist the same day it announced its $1B OpenAI deal — a deliberate signal that exclusivity is the price of access. Bob Iger isn't embracing AI; he's building an auction market for cultural authenticity.

    ·1 min read
  8. Bending Spoons agrees to buy Eventbrite for $500M
    Bending Spoons

    Bending Spoons agrees to buy Eventbrite for $500M

    Bending Spoons is acquiring Eventbrite for $500 million, adding the global ticketing platform to its growing portfolio of systematically acquired and transformed internet brands.

    ·2 min read
  9. OpenAI Dev Day 2025: Apps SDK, AgentKit, and New Models Transform Developer Platform
    ai

    OpenAI Dev Day 2025: Apps SDK, AgentKit, and New Models Transform Developer Platform

    OpenAI's Dev Day 2025 was dense: Apps SDK for agent builders, AgentKit for enterprise, GPT-5 Pro priced at $15/$120 per million tokens, Sora 2 for video, and a new real-time mini model. 800 million ChatGPT users and counting.

    ·2 min read
  10. OpenAI Launches Sora 2
    ai

    OpenAI Launches Sora 2

    OpenAI's Sora 2 brings synchronized audio, improved physics simulation, and a social platform for AI-generated video. But is the world ready for a TikTok made entirely of synthetic content?

    ·4 min read
  11. Meta Unveils $799 Ray-Ban Display Glasses with Neural Control at Connect 2025
    Technology

    Meta Unveils $799 Ray-Ban Display Glasses with Neural Control at Connect 2025

    Mark Zuckerberg unveils Meta's first smart glasses with a built-in display and neural wristband control, launching September 30th for $799. A major step toward mainstream AR.

    ·2 min read
  12. OpenAI Employees could participate in $6 Billion Liquidity Event at $500 Billion Valuation
    Finance

    OpenAI Employees could participate in $6 Billion Liquidity Event at $500 Billion Valuation

    OpenAI employees are negotiating a ~$6 billion share sale to SoftBank, Thrive Capital, and Dragoneer at a $500 billion valuation—a significant jump from OpenAI's current $300 billion mark.

    ·1 min read