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VOICE ARCHIVE

@cailen

@cailen
27 posts
2026-01-29
Since everyone on this site takes a victory lap, so will I. Proud @arcee_ai investor since seed.
2026-01-29 View on X
TechCrunch

US-based AI startup Arcee releases Trinity Large, a 400B-parameter open-weight model that it says compares to Meta's Llama 4 Maverick 400B on some benchmarks

Many in the industry think the winners of the AI model market have already been decided: Big Tech will own it (Google, Meta …

2025-10-29
If you ever want to know how it's going for Covid darling, Cameo, here's your update.
2025-10-29 View on X
Reuters

Celebrity video shoutout app Cameo sues OpenAI for trademark infringement, alleging Sora's “cameo” feature is likely to cause confusion and dilute its brand

Blake Brittain / Reuters :

2025-06-26
Their partnership with @RobinhoodApp w/prediction markets solved their main barrier to entry / growth overnight (deposits, access, white-labeled experience). Find yourself an amazing distribution partner.
2025-06-26 View on X
Bloomberg

Kalshi raised $185M led by Paradigm at a $2B valuation; sources: Polymarket is completing a $200M+ investment led by Founders Fund at a ~$1B pre-money valuation

Prediction-Market Unicorn Hits $2 Billion Valuation Bogdan Patru / Bitcoin Insider : Prediction Market Kalshi Achieves Unicorn Status with $185 Raised at its $2B Evaluation, as BTC...

2025-04-27
Who needs reality tv when you have this circus.
2025-04-27 View on X
The Information

a16z, which has a ~20% stake in Deel worth $2.5B+, is advising Deel in fighting Rippling, whose CEO, Parker Conrad, said a16z pushed him out of Zenefits in 2016

Notably, A16Z also (reportedly) pushed some seed investors to sell their Deel stakes in prior rounds to buy as much as they could get, which some were unhappy about. … X: @cailen :...

2025-01-25
DOGE / Trump are memecoins that people are taking out loans to speculate against Nobody I know is buying a memecoin to commemorate something. Literally legal fraud / insider trading with no regulation.
2025-01-25 View on X
Fortune

White House crypto czar David Sacks says NFTs and memecoins are neither securities nor commodities, but collectibles that people buy to “commemorate something”

Non-fungible tokens and memecoins are neither securities nor commodities, according to White House crypto czar David Sacks.

2024-07-16
We'll never have a level playing field
2024-07-16 View on X
Bloomberg

Sources: Google offered CISPE ~€455M worth of Google Cloud licenses and €14M in cash on condition that CISPE maintain its antitrust complaint against Microsoft

- Cloud group rejected Google package to keep their EU case  — CISPE eventually reached antitrust settlement with Microsoft

2024-03-29
I don't think the public understands that the float is a fraction of overall shares outstanding in a traditional IPO.
2024-03-29 View on X
CNBC

Reddit shares plunge almost 25% in two days, after soaring 30% on Monday, and finish the week at $49.30, below the first trading day close of $50.44

Jonathan Vanian / CNBC :

2023-12-09
Been spouting this for years Microsoft is a monopoly. Nothing has changed since 2000.
2023-12-09 View on X
Bloomberg

Source: the US FTC is examining the nature of Microsoft's investment in OpenAI and potentially antitrust law violations but hasn't opened a formal investigation

- The agency hasn't opened a formal probe into Microsoft-OpenAI  — Microsoft didn't report deal to FTC due to non-profit status

2023-10-11
Yah, I'd worry too when everyone you back looks the same (and also looks like you)
2023-10-11 View on X
The Verge

California Governor Newsom signs the Right to Repair Act into law, effective for devices made and sold after July 1, 2021, minus game consoles and alarm systems

California Governor Gavin Newsom has signed SB 244, or the Right to Repair Act, into law, making it easier for owners …

Yah, I'd worry too when everyone you back looks the same (and also looks like you)
2023-10-11 View on X
TechCrunch

California Governor Newsom signs a bill forcing VC firms to share the diversity of founders they back; some worry about liability from releasing sensitive info

2023-09-10
Not the application of AI we were hoping for
2023-09-10 View on X
New York Times

The IRS starts using AI to investigate complex cases of tax evasion at multibillion-dollar partnerships like hedge funds, private equity groups, and law firms

And To Harness AI Associated Press : The IRS is going after tax-dodging millionaires—with help from AI Jacob Knutson / Axios : IRS will use AI to crack down on wealthy potential ta...

2023-09-09
Not the application of AI we were hoping for
2023-09-09 View on X
New York Times

The IRS starts using AI to investigate complex cases of tax evasion at multibillion-dollar partnerships like hedge funds, private equity groups, and law firms

And To Harness AI Brett Rowland / The Sanford Herald : IRS to target 1,600 millionaires in crackdown, use AI to catch wealthy tax cheats Nikki Main / Gizmodo : The IRS Is Using AI ...

2023-09-08
The Dropbox mafia likes to speak softly, but we carry big sticks! Congrats @kanjun!
2023-09-08 View on X
Forbes

Imbue, formerly Generally Intelligent, which claims to have access to 10K Nvidia H100 GPUs to train its AI “agents”, raised a $200M Series B at a $1B valuation

2023-08-26
This takes me back to 2010, where I learned that “Unlimited” and “all the space you need” have two very distinct legal interpretations. RIP! cc @chenliw
2023-08-26 View on X
Bloomberg

Dropbox ends its unlimited option, capping its “all the space you need” storage plan to 5TB, after some abused the tier by pooling storage, reselling, and more

Brody Ford / Bloomberg :

2023-08-25
This takes me back to 2010, where I learned that “Unlimited” and “all the space you need” have two very distinct legal interpretations. RIP! cc @chenliw
2023-08-25 View on X
Bloomberg

Dropbox ends its unlimited option, capping its “all the space you need” storage plan to 5TB, after some abused the tier by pooling storage, reselling, and more

Brody Ford / Bloomberg :

2023-07-26
Teasing AI to serve more ads isn't exactly an exciting feature for subscribers
2023-07-26 View on X
TechCrunch

Spotify CEO Daniel Ek teases ways the company could integrate additional AI into its products, including summarizing podcasts and generating audio ads

2023-06-02
Tim Bankman Cook? Is that you? https://twitter.com/...
2023-06-02 View on X
Wall Street Journal

Some Apple Savings Account users have had trouble transferring money out of their accounts; Goldman representatives have given differing responses on what to do

2023-05-16
Congrats to @rujulz, Lu, and the entire @theziphq team on the launch of Intake-to-Pay and achieving a new funding milestone. Honored to be on this journey with you since you were just two founders with a vision. https://twitter.com/...
2023-05-16 View on X
Forbes

Zip, which sells procurement management software, raised a $100M Series C led by Y Combinator at a $1.5B post-money valuation, taking its total funding to $181M

Ups Valuation To $1.5B LinkedIn: Kendall Ashe : It's an exciting day here at Zip (ziphq.com) - announcing our series C & the launch of our intake-to-pay solution!  —  https://www.f...

2023-04-14
Need to launch a stories feature asap https://twitter.com/...
2023-04-14 View on X
New York Times

BeReal fights to retain users as some find its authenticity monotonous; Apptopia: the app's daily users fell to under 6M in March 2023 from ~15M in October 2022

BeReal was pitched as Gen Z's safe haven from the artifice of social media.  For some, authenticity only proved interesting for so long.

2022-12-13
Wonder if @BillAckman or @kevinolearytv believe John J. Ray III or SBF https://twitter.com/...
2022-12-13 View on X
Forbes

A look at a draft copy of Sam Bankman-Fried's planned House testimony, including accusations against John Ray and screenshots from a chat with Changpeng Zhao

Sam Bankman-Fried, founder of collapsed crypto exchange FTX, was scheduled to testify Tuesday before the U.S. House of Representatives Committee on Financial Services.