
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 | |
|---|---|---|---|---|---|
| Issues | 125 | Founded | a year ago | Last Issue | 7 days ago |
| Active | |||||

The exact thesis, the hard numbers, and the founder profile they are writing checks to
AI demand is growing 10x a year while the hardware underneath it grows 20-30%, GPU supply is booked out to 2028, and chips are the one thing in computin...
How OpenAI Survived 4.5 Years with No Product, Money or Customers
OpenAI ran for four and a half years before launching a single product, spent most of those early days failing to raise money and got hammered by the intellectual giants of...
Gigawatt-scale nuclear takes more than 10 years and roughly $20 billion to build, while AI data centers are hitting utility interconnection queues that stretch into the next decade. The constraint on the entire AI buildout is no longer chip...
Every enterprise search product before Glean had “universally failed,” and Arvind Jain was cold-DMing strangers on LinkedIn who wouldn’t give him 30 minutes.
Every enterprise search product before Glean had “universally failed,” and Arvind...
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.
Ken Griffin puts a number on the scariest risk in tech: if the US lose...
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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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