The pace and scope of change related to artificial intelligence is happening materially faster than the Internet Revolution. Find our latest report, "Trends – Artificial Intelligence" here. bondcap.com/report/tai

Excited to share that Flex has crossed $35M ARR, up from $27M in March, +4x YoY Insiders preempting! However, word still out on whether the average company that switches to Flex also saves 5% on their expenses. More DD required.

This is so bad ass. I don’t even know what else to say.

Two years ago, I was flying around the country with a machine, a 600-page manual on aerospace harnesses, an Arduino, and a dream to fix a broken design and manufacturing process. Today, I’m incredibly proud to share that Senra has raised a $25M Series A. Thank you to everyone

I have a crazy conspiracy theory > Be Elon, 2023 > Have 17% stake in Tesla but want 25%+ > Sell 3% Tesla stock to buy Twitter > Change name to X, own +50%, valued at $44B > Found XAI, own ~70%, valued at $20B > Raise money for XAI at $50B > Merge X and XAI, own 65-75%, valued

Genesis AI closes $105m seed led by Eclipse and Khosla. This space has been bonkers in 2025: Dyna Robotics - $23m Fauna Robotics - $35m Generalist AI - na Genesis AI - $105m Gecko - $125m Figure - $675m Apptronik - $375m Botco- $150m All in the last 4 months.

Fun Fact: Figma has $1.54B of cash on hand currently but raised only $749M in primary capital in its history. It will go public with a negative (!) net burn over its lifetime of $791M, thanks to their efficiency and the $1B breakup fee received from Adobe.

Nitra — healthcare financial operations platform. $17M RR, +12x YoY. $250K net income in May '25. Founders previously founded/IPO'd FiscalNote. Raising $40M+ Series B.

When it’s 10 minutes before a meeting and you open the doc you received three days in advance and get one of these

I'm excited to announce our $22M Series A here at Orchard!🍎 Here @Orchard_Robots, we’re securing America’s food supply by building the AI farmer that automates our nation’s farms. Our mission is to make farming profitable, efficient, and sustainable again.

Jeff Bezos: The founder’s job is to build a “heavy” company Jeff Bezos recalls how Amazon’s stock price fell from $113 to $6 when the Internet bubble burst. “Shareholders were upset; employees were nervous; their parents were calling our employees and asking if they were ok,”

In 2010 I took a picture of a car with no license plate in a Cupertino office parking lot

Incredibly excited to announce that Neros has closed its $75M Series B fundraising led by Sequoia Capital with participation from Vy Capital US and Interlagos. read more here: businesswire.com/news/home/2025…

Can you read 900 words per minute? Try it.

David Sacks(David Sacks ) celebrating after being the only winner against Peter Thiel( wearing a crown) in a chess game Peter Thiel was playing 10 people simultaneously. This was on the day of PayPal’s IPO Peter Theil went on to flip the board . Who else do you see in the

The McRib is coming back in April. Historically, the price of BTC has increased by more than 2x after the McRib returns. Don't fade the McRib. NFA.

VC who just won a highly competitive round when they realize they’re now on the board of a startup valued at $1B, pre-product and pre-revenue

TIL Enis led Loom Games' seed round at a $40M valuation. 30 days after closing, Scopley acquired Loom for $1B. 25x MOIC in ~1 month. What a legend!

This guy starts a company to bring AI to manufacturing. Names it Arda from the Lord of the Rings, which means, The World. Building manufacturing for the world. OpenAI, Palantir, PayPal mafia background. Generational company in the making.