In The Stablecoin Race, Noah Is Selling The Shovels

The $179 trillion cross-border payments market still operates on outdated infrastructure, creating a massive opportunity for disruption.

SpaceX IPO Lines Up $230 Billion Windfall For Peter Thiel And Other Musk Backers

SpaceX’s monster initial public offering could deliver massive gains for some of Elon Musk’s earliest and most loyal backers like Founders Fund, Valor Equity Partners, and DFJ Growth.

SpaceX Investments Now Dominate The 10 Best VC Checks Of All Time

Venture capitalists now have stakes worth hundreds of billions thanks to the record-breaking SpaceX IPO. These are the most lucrative VC checks ever.

The New Billionaire Bet Isn’t AI — It’s Longevity Biotech

As AI transforms biology, longevity startups are attracting investors, advancing toward clinical milestones, and reshaping the future of aging research.

AI Coding Agents Write 180% More Code But Ship Only 30% More Software

AI coding agents boost code output by 180% but shipping rises only 30%, MIT finds. Why private data access beats benchmark scores as the real AI investment moat.

The Barbell AI Strategy Separates Winners From The Rest

AI is splitting the workforce in two. A16z’s Ali Yahya explains why the middle, and most job descriptions, is exactly where you don’t want to be.

AI Made Building Software Free And Selling It Brutally Expensive

AI tools have made software development nearly free; but enterprise GTM costs are rising, not falling. Box CEO Aaron Levie explains why the moat in software has moved from code to trust, distribution, and consultative selling, and what that means for t…

VCs Are Rereading The Rational Optimist And Betting It Maps The Next Decade

VCs are rereading Matt Ridley’s The Rational Optimist – and it’s shaping how they’re betting on AI. Here’s what the book’s core thesis reveals about the venture capital logic behind the current AI supercycle.

Rule-Followers Will Lose To AI While The Poor And Bold Win Big

Economist Tyler Cowen’s viral Sana AI Summit keynote predicts AI will devastate credentialed professionals while rewarding initiative-takers and the global poor: and why that half-percent GDP boost may be America’s only debt escape plan.

Video AI Wars: How Chinese Labs Are Winning The Race OpenAI Abandoned

Five Chinese video AI models to watch: ByteDance’s Seedance, Alibaba’s Wan and Happy Horse, Kuaishou’s Kling, MiniMax’s Hailuo AI and Tencent’s Hunyuan.