Jessica Lessin, Rocket Drew, Stephanie Palazzolo. OpenAI in advanced talks with Steinberger + team. Meta also competing. Foundation structure for open source project discussed.
Bedrock Robotics (Boris Sofman, ex-Waymo) raised $270M Series B at $1.75B. Driverless excavators operating in Austin. Champion Site Prep seeing 20-40% productivity gains. Construction: slower speeds, simpler environments = easier autonomy problem than cars.
Wall Street debating retail investor allocation for potential record-setting SpaceX IPO. Brokerages like Robinhood, SoFi, E-Trade in discussions.
Brian Halligan (HubSpot co-founder) interview on the startup scaling paradox.
Ethan Mollick on Claude Cowork's security isolation: "A sign of a path forward for agents that will not terrify corporate IT." →
Ethan Mollick: "The crazy part is that the AI Labs have generally been right. The stuff they hyped in 2023 turned out to be real and working today." →
Roon (tszzl): "Don't like the industry's tendency to call random documents 'constitutions'. There are no rules for changing it, no consequences, none of the algorithmic ratification processes of real constitutions." →
Seedance 2.0 video AI getting "Hollywood is cooked" reactions. →
Jason Lemkin — AI agent portability framework: SDR agents most portable (prompt + contacts), support agents medium (training data), vertical agents least (proprietary data is 90% of value). →
Harry Stebbings — 8 lessons from ElevenLabs' Carles Reina: 20x quota rule, hire hunters, ruthless pipeline reviews, land small/expand fast, forecast with "brutal negativity." $0 → $330M ARR in 3 years. →
David Frankel — Vintage matters in VC. 2017 vintage companies got drowned by 2020 "investing gobs of $" before finding PMF. →
Techmeme — Samsung Galaxy S26 ad shows "Zero-peeking privacy" toggle for on-screen content. →
Techmeme — Sony may push PS6 to 2028-2029 as AI boom devours memory chip supply. →
Startup Archive — Jony Ive on Steve Jobs and focus: "What focus means is saying 'no' to something you believe with every bone in your body is a phenomenal idea." →
Greg Brockman — "Agents are up and productive, time for bed." Codex weekly users tripled. →
shadcn — Wants Excalidraw drawing in every prompt input. →
tldraw RT — OpenClaw can create and edit tldraw diagrams via skill. →
Peter Steinberger — Signed his OpenAI contract using software his company built (PSPDFKit → Nutrient). →
Twin Cities Business — Live-music headwinds: "Everyone wants to go to the same shows" — First Ave CEO Dayna Frank. →
First Avenue — Cat Power celebrating 20 years of 'The Greatest' Feb 26. →
Aggregators and AI (Feb 13) — Ben Thompson on how AI reshapes aggregation theory.