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TechnologyUnderstanding 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.
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TechnologyNVIDIA 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.
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TechnologyCarta'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.
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OpenAIOpenAI'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.
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Daily RoundupJanuary 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.
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Daily RoundupDecember 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.
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TechnologyDisney'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.
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Bending SpoonsBending 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.
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aiOpenAI 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.
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aiOpenAI 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?
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TechnologyMeta 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.
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FinanceOpenAI 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.