2025-10-07
Like 98% of investors I know are looking at eachother like “alright this is getting fucking nuts” and then 2% (who have been extremely right thus far) are shouting “this is completely rational and value accretive for all parties” ...but that 2% have the loudest voice right now
Bloomberg
A look at the OpenAI-AMD partnership, which added ~$78B to AMD's market cap and shows OpenAI is good at deals; last week, OpenAI deals boosted SHOP and ETSY
OpenAI/AMD, Antifraud Co., M&A scoops, World Cup tickets, Gary Gensler's cell phone and Citadel Insecurities. — OpenAI/AMD
Like 98% of investors I know are looking at eachother like “alright this is getting fucking nuts” and then 2% (who have been extremely right thus far) are shouting “this is completely rational and value accretive for all parties” ...but that 2% have the loudest voice right now
Financial Times
OpenAI's deals with Nvidia, AMD, Oracle, and others for computing power have topped $1T, dwarfing its revenue and raising questions about how it can fund them
Partners including Nvidia, AMD and Oracle have signed up to Sam Altman's huge bet on the future of artificial intelligence
2025-07-02
Figma 132% net retention feels like a 2021 IPO [image]
CNBC
Figma files for an IPO, plans to trade on the NYSE under the ticker FIG, and reports Q1 revenue up 46% YoY to $228.2M and net income up 233% YoY to $44.9M
Design software company Figma filed for an IPO on Tuesday, and plans to trade on the New York Stock Exchange under ticker symbol “FIG.”
2025-02-05
a16z hiring daniel penny is a really fucked up political version of ackman with that fly fishing guide
The Free Press
a16z hires former Marine Daniel Penny, who in December a New York jury acquitted in a controversial subway chokehold case, to work on its American Dynamism team
“Daniel acted with courage in a tough situation,” said partner David Ulevitch in a statement explaining the hire.