Meta’s AI strategy: Buy the infra (Scale). Buy the talent (Nat & Gross). Buy the cap table (NFDG). Who needs moat when you can buy the map?

This person used ChatGPT for a 30-day meal plan and lost 5 kg (11lbs) in 40 days. Consumers are already trusting AI with health decisions Her one prompt: Act as a certified dietitian. Indian vegetarian meals, 1,500 kcal/day. Weekly grocery list, nothing fancy.

Surge AI made ~$1 B last year selling expert labels. Scale did $870 M. How long before self-play and synthetic data makes that whole business obsolete?

10X in 6 months? This is holy smokes ! It wasn't easy for Amjad to get there. They had to grind for 6 years to find the PMF. Overnight success = compounded iteration

Daydream beta is live! Type “say more” and an AI stylist pulls the perfect piece from 8.5 K+ brands in seconds. Proud to back @Daydream alongside Index Ventures & Forerunner as early investors. Fashion search → conversation. Try it: daydream.ing

And learning

xAI’s latest Grok update tells the bot to assume media is politically incorrect. Within hours Grok blamed Musk for Texas flood deaths?? Free-speech experimentation to the win

Replit ditched Google Cloud for Microsoft Azure. When you own the dev workflow, the backend spend follows. Is cloud neutrality a myth now?

Who will win the browser war? This was the question everyone was asking when the perplexity team was demo’ing Comet So far it looks like Perplexity

Will be great to see different cuts for this - basic questions like what do I do today vs programming questions

I still don't have access to OpenAI agent as a plus user, while the internet has being going berserk about all the use cases..Can it be released to all SF engineers/investors first?

Anthropic shows accuracy slipping with more reasoning. Maybe it’s time to track signal per token instead of just more compute

VCs invest in Clara, Reclaim, and Calendar AI to “save time” Then have their assistant book a 15-min call. status signaling is not automated yet

Maybe I missed the email, but did the entire venture industry shut down for July/August? Asking for three founders who are still grinding..

WTH.. $1B??

What a monster round to be a part, but in reality this is how it was progressing Parthi Duraisamy

What an opportunity in HealthCare. If you are building in healthcare, please reach out