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What’s 🔥 in AI/Infra/VC #519
Factories for Developers. Then Every Worker. Now Atoms?
Oct 10
13
1
What’s 🔥 in AI/Infra/VC #518
World Models, Wild Money - from first checks to $6–10B in just a few years 🤯
Oct 3
18
1
September 2026
What’s 🔥 in AI/Infra/VC #517
Meta’s Muse, user experience over models, and the second-order effects when tens of millions of consumer bots run amok!
Sep 26
•
Ed Sim
17
1
What’s 🔥 in AI/Infra/VC #516
Jev’s “Overnight” Success Was Two Years in the Making
Sep 19
19
2
What’s 🔥 in AI/Infra/VC #515
When Your Startup Can Be Livestreamed in 3 Days: Keep Building the Hard, Hard Thing
Sep 12
15
1
What’s 🔥 in AI/Infra/VC #514
Happy Labor Day. Your "AGI" is working - ok, not quite, but almost there?
Sep 5
12
1
1
August 2026
What’s 🔥 in AI/Infra/VC #513
Marc Benioff Says the SaaSpocalypse Is Over. Is He Right?
Aug 29
10
1
What’s 🔥 in AI/Infra/VC #512
What is a Physical Prompt? Robot see, robot do - the copy, paste moment for robotics is finally here?
Aug 22
12
1
What’s 🔥 in AI/Infra/VC #511
Workflow or Infrastructure: What It Takes to Get Funded in AI’s Inception or Scale Market
Aug 15
15
2
What’s 🔥 in AI/Infra/VC #510
The Agent Swarms Are Coming: Why Cybersecurity Must Move at Machine Speed
Aug 8
25
What’s 🔥 in AI/Infra/VC #509
Black Hat: Show Me the Crazy
Aug 1
20
July 2026
What’s 🔥 in AI/Infra/VC #508
The Bar for Building in Cyber Just Moved Again - what building for the future means
Jul 25
17
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