The Signal
John TianSignal, Not Noise! Decoding the momentum of Tech & VC.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 177 | Founded | 4 years ago | Last Issue | 11 days ago |
| Active | |||||
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Inside Etched: The Transformer-First Inference Bet
This is a guest post from Jarsy: The Pre-IPO investment platform.
1. The Thesis: Inference Becomes the Main Event
AI’s growing scale and cost are creating opportunities for specialized processors. This report begins a closer look at s...
The More AI Models Compete, the More OpenCode Wins
OpenCode Is More Than a Coding Agent
On August 6th, OpenCode processed 7 trillion tokens in a single day. On August 7th, that number jumped to 8 trillion. One trillion more tokens — in 24 hours.
The Most Controversial 1-Person AI Company Raised $30M at a $250M Valuation
One 1-person AI company I’ve been closely following, Polsia, has recently gone viral—and sparked a huge wave of skepticism. Just six months after its launch, it claims to be approaching $10M in ARR (Annual Run Rate).
Polsia’s model is some...
ElevenLabs ARR hit $500M in 3+ years, An AI Infra Only Raised a Seed Sold for Nearly $1B
Cresta ARR hit $100M, Sierra is now at $15B valuation
Voice AI exploded： ElevenLabs, Cresta and Sierra
Three 10x ARR AI Recruiting Startups, Three Different Futures
AI recruiting is no longer just “software.” It’s starting to look like an entirely new labor system.
AI recruiting is no longer just “software.” It’s starting to look like an entirely new labor system.
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The writers behind this newsletter.
Love writing and building, co-founder of a startup(IPOed on NYSE). Angel Investor of 5 startups (2 turned unicorns). Different is better than better!
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