
In tech and business, as in life, the only constant is change. Weekly teardown of the biggest news in tech and finance, with some wisdom along the way.
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I’ve been waiting for this one.
We live in an alphabet soup of AI benchmarks: MMLU, GPQA Diamond, HLE, LiveCodeBench, SciCode, AIME 2025, IFBench, AA-LCR, Terminal-Bench Hard.
Last week, Google announced Learn Your Way, a research experiment aimed at reimagining the textbook - the most overused, under-loved artifact in education.
The headlines had it backwards yesterday. The main story isn’t that Nvidia may invest up to $100B in OpenAI. The real headline is what that money underwrites: a plan to deploy 10 gigawatts of Nvidia systems for OpenAI’s infra.
The writers behind this newsletter.
Reformed hedge fund investor, current venture capitalist, and lifelong student of business. Partner at Bain Capital Ventures. Previously: Coatue, Goldman Sachs.
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