How AI has changed GTM with Talia Goldberg Bessemer + Anthropic Cursor @FAL Here's how Anthropic, Cursor & FAL are rewriting go-to-market for the AI era: 🚫 NO QUOTAS: Both Anthropic & FAL completely abandoned traditional quotas for "shadow targets" because AI-driven

The best companies have strong unit economics. Unpopular opinion 😬: Physical AI / robotics hardware companies must have not only (1) strong gross margins, in hardware COGS, but also (2) strong operating margins: Total Cost of Ownership -- including installation, support,

In the past 2 years we’ve gone from unprofitable to > top 10%, > top 1%, with the upcoming launch of Mark3.5, > top 0.1% performing hedge fund. However, a hedge fund is just a proof of technology. Our ambitions are much larger. AlphaFund Labs has built what SSI is trying

The entire robotics industry is about to compress a decade of progress into 18 months, and nobody’s pricing it in. The hardware has been ready for years. Boston Dynamics had Atlas doing backflips in 2018. The bottleneck was never motors or actuators. It was that every robot

Merry Christmas y'all!

This year we scaled deployments across 25 states and Canada, pushing the boundaries of what real-world autonomous robotics can do. Closing out 2025 feeling grateful for this team!!

I told you that low-cost glasses are coming. These look really amazing. I will see them later today. Driving to CES now.

This is a container port in Guangzhou, China! 🛳️ Ships are unloaded remotely by human operators using remote connections, with no one physically sitting in the cranes. Once containers touch the ground, autonomous vehicles take over, moving them across the terminal to trucks

Big welcome to Michael McSpedon, joining Corvus as CRO! Michael’s experience scaling enterprise hardware / software logistics platforms will be critical as we grow deployments and support customers at national scale.

Robot companies gas up. This shows that the rich people see a big new market coming. Yesterday at JPMorgan event happening in San Francisco, lots of VCs said they are making robots a bigger part of their business. Bets are being made, and it has impact on AI industry because

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Next time you worry about AI taking your job realize firewood used to be a quarter of GDP Via Nat Bullard

notboring.co/p/robot-steps This is a take on the state of robotics today that is not BS and is well-written. I encourage those interested in robotics to read it. Well done Evan Beard !