2026-01-20
Software is about to go through the same transition that stock trading did when algorithmic traders entered the market. AI will not be good for bootstrappers. They will be wrecked like retail traders were. There used to be many crevices of the market that large software companies couldn't reach. Bootstrappers and small caps built nests there. But with AI, large software companies will start to look like multi-vertical hedge funds...
Bloomberg
Anthropic's Claude Cowork launch revives investor fears about disruption that weighed on SaaS stocks in 2025; Morgan Stanley's SaaS index is down 15% YTD
The new year was supposed to bring opportunities for beaten-down software stocks. Instead, the group is off to its worst start in years.
2026-01-19
Software is about to go through the same transition that stock trading did when algorithmic traders entered the market. AI will not be good for bootstrappers. They will be wrecked like retail traders were. There used to be many crevices of the market that large software
Bloomberg
Anthropic's Claude Cowork launch has revived fears about disruption that weighed on SaaS stocks in 2025; Morgan Stanley SaaS index is down 15% so far in 2026
2025-12-26
Is this just another shitty Windsurf pseudo-acquisition that leaves employees high and dry? I guess it's an antitrust workaround, but important for us to know how the economics impact the exiting management vs. employees who stay. [image]
Bloomberg
Nvidia agrees to a licensing deal with Groq; CEO Jonathan Ross and other top executives will join Nvidia; Groq says it will continue operating independently
anybody who knows anything about AI chips knows groq's first gen chips aren't competitive but maybe their upcoming chips might have been able to threaten nvidia? @josephjacks_ : Ov...
Is this just another shitty Windsurf pseudo-acquisition that leaves employees high and dry? I guess it's an antitrust workaround, but important for us to know how the economics impact the exiting management vs. employees who stay. [image]
The Information
Sources: Nvidia's licensing deal with Groq, which has raised ~$1.8B, includes payouts to Groq's key execs and investors, including BlackRock and Tiger Global
Nvidia stunned Silicon Valley on Wednesday by agreeing to pay about $20 billion to license technology from Groq …
2025-12-25
Is this just another shitty Windsurf pseudo-acquisition that leaves employees high and dry? I guess it's an antitrust workaround, but important for us to know how the economics impact the exiting management vs. employees who stay. [image]
Bloomberg
Nvidia agrees to a licensing deal with Groq; CEO Jonathan Ross and other top executives will join Nvidia; Groq says it will continue operating independently
Nvidia Corp. agreed to a licensing deal with artificial intelligence startup Groq, furthering its investments in companies connected …
2024-01-25
We're thrilled to announce that @SpellbookLegal has raised a $20m Series A financing, led by @inovia. In 2014 my musical instrument company got a legal bill that nearly zeroed our bank account. In 2019 we launched Rally to help lawyers draft more efficiently using document... [image]
Reuters
Toronto-based Spellbook, which offers an AI-powered contract drafting and review tool for lawyers, raised a $20M Series A led by Inovia Capital
Sara Merken / Reuters :
2023-11-02
Brutal! I've loved @mint since 2014 and would gladly pay $$$ for it. Feels like a mistake by @Intuit. It's one of the core apps in my personal stack. Credit Karma does nothing similar...
Bloomberg
Intuit plans to close personal finance app Mint, acquired in 2009 for $170M, on January 1, 2024, and pushes users to Credit Karma, acquired in 2020 for $7.1B
https://lnkd.in/djtFkne8 Ryan Pollock : Aww man, does Intuit really need to pull a Google? — I've been using Mint ever since Noah Kagan gave me a pre-launch demo over lunch at th...
2022-06-06
@Jason @facebook For better or for worse, I think FB will get their revenge on the AR/VR battlefront. They are years ahead and have already captured a young generation of users. Apple hasn't shown they can ship anything radically new without Jobs and Ive
MacRumors
What to expect at WWDC22: overhauled iOS 16 lock screen with widgets, more laptop-like iPadOS 16 multitasking, redesigned MacBook Air, and more, but no headset
but there's some bad news Chance Miller / 9to5Mac : WWDC 2022: Last-minute rumors on MacBook Air, iPadOS 16, more Samuel Axon / Ars Technica : What to expect at WWDC 2022: iOS 16, ...
@Jason @facebook For better or for worse, I think FB will get their revenge on the AR/VR battlefront. They are years ahead and have already captured a young generation of users. Apple hasn't shown they can ship anything radically new without Jobs and Ive
Bloomberg