AI is eating the world We find the biggest money-making opportunities before anyone else—so you can build the next Google Our business? Arbitrage of the future
| Platform |  | Pricing | Freemium | Publishes | Daily |
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| Issues | 121 | Founded | a year ago | Last Issue | 12 days ago |
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Ken Griffin on the future of AI
Ken Griffin puts a number on the scariest risk in tech: if the US loses access to Taiwan’s chips, GDP falls 8% in six months, a great depression in the blink of an eye.
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Sequoia Is Wrong: Services Aren’t the New Software
Sequoia recently told the market that the next trillion-dollar AI companies will sell work, not software. Instead of charging for software seats, they will complete the work itself and capture a share of the much larger global labor budget....
YC Startup School: Claude Code Creator Boris Cherny
Anthropic just deleted over 80% of Claude Code’s system prompt for Opus 5, and the model got MORE intelligent, not less.
Anthropic just deleted over 80% of Claude Code’s system prompt for Opus 5, and the model got MORE intelligent, not les...
Sam Altman Declares We've Entered the Singularity
Why the old startup playbook is dead, vertical AI agents won’t define this era, and two people can now build in weeks what once took a year.
Sam Altman just issued one of his bluntest warnings yet to startup founders:
BREAKING: America is so back
America is so back
And you, are pro open models or against it?
Leave your opinion here!
Almost 200 Silicon Valley companies, including Y Combinator and Proton, just told the Trump administration that banning Chinese open-weight models wo...
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Authors
The writers behind this newsletter.
I'm Guillermo, a former startup founder now venture capital investor. I write weekly about startups path to Product Market Fit, growth and fundraising
Media & Investing w/Guillermo Flor
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