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The year data centers went from backend to center stage
Techcrunch
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Scoring 2025's Predictions
Tomasz Tunguz
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While everyone talks about an AI bubble, Salesforce quietly added 6,000 enterprise customers in 3 months
Venture Beat
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Microsoft Will Finally Kill an Encryption Cipher That Enabled a Decade of Windows Hacks
Wired
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Is Your AI Funded by Junk Bonds?
Tomasz Tunguz
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Microsoft to spend $7.5 billion on AI data centre expansion with pledge to protect Canada’s “digital sovereignty”
BetaKit
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The AI Value Gap : Where Does the $7,000 Per Seat Go?
Tomasz Tunguz
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AI Models Are Evolving Fast But Their Use is Gated By How Easy It Is to Test - Bluejay Makes Testing Voice and Text AI Agents Easy With a $4 Million Seed.
Homebrew
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Where does value accrue beyond Open AI?
Collaborative Fund
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Insights from a Pair of Data Summits
Peter Offringa
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The AI Moment Part III: Application Layer
Pratyush Buddiga
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OpenAI: the Next Tech Giant?
Nathan Baschez
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TikTok and the Sorting Hat
Eugene Wei
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The Internet Economy
Chris Dixon
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What Microsoft Is this the Altair Basic of?
Paul Graham
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Why the integrated approach to mobile devices is winning
Chris Dixon
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Google’s feature creep
Chris Dixon
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Microsoft is Dead
Paul Graham
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