readtheprofile.com

Anthropic Bought Mithril, a One-Man Biotech Startup Built by an Anonymous X User

For six years, nearly 30,000 people in biotech followed an anonymous account named after a Pokémon professor (@Prof_Oak_). On Tuesday, the man behind the account finally revealed his identity, and shared news that Anthropic had acquired his one-person biotech company.

readtheprofile.com

Meet Neil ‘Buddy’ Shah, the Most Powerful Man at Anthropic You've Never Heard Of

Most founders spend their careers fighting to retain control of their companies by creating dual-class shares, negotiating board seats, and structuring voting rights in a way that make sure no one can tell them what to do. Anthropic's founders, on the other hand, have given a group of outsiders the power to help decide who gets to oversee them.

lennysnewsletter.com

An 86-minute guide to finding PMF | Rob Snyder (Author, The Power of Pull)

He has advised more than 50 startups on growing from zero to $1 million in ARR, drawing on his own experience as a founder who spent two years pushing a product the market didn't want before accidentally stumbling onto what actually works.

readtheprofile.com

Who Is Jeff Bezos?

Day 2 is stasis. Followed by irrelevance. Followed by excruciating, painful decline. Followed by death. And that is why it is always Day 1.

stratechery.com

Presented by Stripe

if I am honest with myself I have never been truly objective about Stripe specifically, for three reasons. First, Stripe is a foundational business for my business. The then-startup launched the Subscription API (what later became Stripe Billing) in late 2011; Stratechery was predicated on that feature existing.

ai-supremacy.com

Grok Bot Tutorial: How to Build an AI Team That Works Without You 24/7

Cursor was acquired by SpaceX for $60 Billion. I was always very bullish about the talent at Cursor.

ai-supremacy.com

The Great AI Financing Push-Back

Anthropic brought in just $16.3 billion in revenue for the first half of 2026 (surpassing its full-year 2025 revenue of $4.6 billion). However, the company reported a massive net loss of $80.7 billion for the first half of 2026.

upstartsmedia.com

His Climate Startup ‘Crash Landed.’ Now He’s Reinventing Doctor Visits With Daniel Ek.

"When you're on the up with a company, everyone is your best friend. Every angel investor and their uncle is like, 'Dude, I always knew that you were the most talented person ever. We're gonna support you, you know, 'til the end of time.' And then when things don't go well, it's like, block, block, block, block, block. Like, literally no one wants to return your call."

lennysnewsletter.com

How to tell if a startup has a moat

Speed, distribution, brand, a great founding team, and lots of funding—these are all fuel. They get the car moving in the right direction. The four compounding advantages are what it looks like when the car starts rolling downhill on its own.

25iq.com

A Dozen Things I’ve Learned from Jenny Lee about Investing and Business

A lot of people spend time pitching the solution, but they don't really explain the problem, and it should be so crisp and clear what the problem is you're solving that the solution almost just floats from that.

notboring.co

Airbound: As We May Move

"If an aircraft can be more versatile than the car, faster than the train, and cheaper than the bus, then you can replace all of them. That is the universal vehicle we intend to create."

upstartsmedia.com

Growth Numbers That Can Tell Whether Your Startup Is Elite Or Cooked

And while startups that aren't trending in the direction of category champion have time to change course, the window to do so is generally shrinking, Edmonds says. "There is still time for evolution, but we are seeing how quickly the divergence is happening between these profiles. That window is compressing, and shortening, and will continue to do so."

notboring.co

An Ode to Counter-Positioning

Incumbents have bigger businesses and more resources, and it is those advantages startups use to attack them. Their business is too good to mess with.

upstartsmedia.com

Fast-Growing AI Sales Startup Lightfield Raises $47M For Its ‘Business World Model’

Peiris bets agents will automate 50% to 60% of go-to-market work in the near future — but Lightfield's hope is that human users adopt it across an organization, starting with sales, then expanding to operations and finance, and eventually engineering as better insights about customers can inform a company's product strategy.

upstartsmedia.com

SCOOP: Conflict With Instinct Knocks Index Out Of Town’s Buzzy New Raise

Index Ventures, reported by Newcomer last week to be leading the raise, is no longer investing at all in Town, per the sources, despite reaching a signed term sheet in recent days. The about-face comes after another AI assistant startup in which Index was reported to be co-leading a large-sized investment round, Instinct, complained to the investor about potential conflict of interest, the sources add.

readtheprofile.com

The Profile: The AI titans locked in an arms race & the VC whose bet turned into a billion-dollar exit

Flock Safety has become an $8 billion surveillance giant by installing license-plate-reading cameras across more than 5,000 communities, helping police solve crimes while creating what critics fear is one of the most powerful tracking networks in America. Its cameras can potentially reconstruct where people drive, work, sleep, and worship. How much privacy are Americans willing to trade for safety?

upstartsmedia.com

‘Maybe I’m Psycho’: Why Tech Founders And VCs Are So Online

"Anyone who has PMF [product market fit] has it for max six to 12 months, and is required to continuously keep releasing bangers," Ding argues. "Versus before, you could have dominance for three to five years, and rely on that."

ai-supremacy.com

We’ve never seen an Anthropic before

Anthropic's revenue for the second quarter surged to $11.5 billion, up from $787 million a year ago. Nobody grows 14x at this scale, nobody. By the time OpenAI goes IPO, Anthropic won't be a comparable company — it won't have a peer competitor, do you understand what that means?

honest-broker.com

Stanford's Secret Course on How to Rule the World

"When I was at Stanford," Justin explained, "I learned that the only people who understood the world were the literal children of billionaires." Now he had figured out those secrets for himself…."By learning them, a huge amount of latent talent and potential in the most promising people can be unlocked."

upstartsmedia.com

Ambrook, A QuickBooks Killer For Farms, Raises $30M To Go After More Of The 'Real Economy'

"Really big, multi-million dollar businesses run on paper in America still, and I don't think people realize that," she says.

whyisthisinteresting

The Saturday Selection, Vol. 115

Fourteen layers of advice from fourteen years of watching where the bodies are buried, from the founder of Skift.

upstartsmedia.com

Meet The AI Startup Winning Over Real Estate's Toughest Customers

And that same investor who warned Henry's founders against commercial real estate – FirstMark's Adam Nelson – led the round and has joined its board.

lennysnewsletter.com

Anthropic’s first technical PM on token maxing, the jagged edge, and living in the future | Dianne Penn

I joined in 2023 as Anthropic's first technical product manager, when the entire product team was five engineers, and has since helped ship every model from Claude 2 through Fable, and helped incubate Claude Code, MCP, Skills, computer use, tool use, and reasoning.

notboring.co

Weekly Dose of Optimism #203

Kalanick's unifying idea for Atoms (and Uber before it) is that physical industries can be built like computers. In Kalanick's model, manufacturing is the CPU that transforms atoms, real estate is the storage layer, and transportation is the network that moves atoms from one place to another.

readtheprofile.com

The Profile: The teenager who took on Meta (and won) & the modern athlete-turned-entrepreneur

Most companies are bolting AI onto old products. Notion did something much harder. It rebuilt itself from the inside out.

upstartsmedia.com

Pigment’s Eléonore Crespo: The French Founder Helping CFOs Ditch Spreadsheets For AI

"You have lobster, and you have, whatever, let's say a good steak, and then you have the noodles, and then you have the rice. And so you come, and Anthropic and OpenAI, they take the lobster and the good steak. And there are only some noodles left, and you're like, 'Oh my God.' That's what happens today, and it's very, very, very hard not only to compete, but to retain the talent. So for us, building in Europe has been an incredible strength."

notboring.co

Weekly Dose of Optimism #202

A system built by a four-year-old startup went from prototype to a live combat mission, a month after another Corsair performed the first known rescue of downed pilots by an autonomous boat. Proving that a startup can build autonomous boats that are useful in combat is huge, but proving that they can build a great American shipyard again might be even bigger.

ai-supremacy.com

OpenAI just lost the AI wearables Race

But these aren't strategic blunders, this AI device thing is one of OpenAI's major moonshots being dismantled by anti-competitive misconduct. Like, they did this to themselves! They might not even get a chance to compete, because cheating was an option on their table.

platformer.news

Vibe coding has escaped the terminal

Until recently, software development was too expensive to pursue something so stupid. Not anymore!

upstartsmedia.com

Exclusive: The Startup Using AI To Build Better Data Centers

But the duo figured that if they could generate a massive technical due diligence document for a data center site that would typically take six weeks in just six hours, they could charge $25,000 for it and enjoy margins more like a tech company than a consulting shop. They spun up dozens of agents to handle different tasks; in the initial workflow, one of the founders would email those agents to get PDFs back, and they'd grind long hours to turnaround a finished document for a client. "It looked kind of pathetic, but behind the scenes, a lot of stuff was going on," Stirrat-Ellis says.

upstartsmedia.com

Exclusive: HeyGen's AI Video Reaches $200M In ARR, Without The Burn

According to Xu, HeyGen hasn't really burned cash since it reached $10 million in ARR three years ago. Instead, the company proudly tracks a couple of other metrics: revenue for every dollar raised (now up to $2.70 for each $1 invested) and revenue per employee (now up to $1.5 million per full-time staffer).

ai-supremacy.com

How Google's Waymo is Scaling Robotaxis in 2026

The striking part is not the total. It is the concentration. The money tripled while the number of deals collapsed: just 34 deals so far in 2026, against 99 across all of 2025 and 127 in 2024. Investors have stopped spreading small bets across dozens of startups and started pouring billions into the few players they believe will own the market.

stratechery.com

An Interview with Figma CEO Dylan Field About Design and AI

Figma was born of a technical breakthrough that leveraged WebGL to deliver powerful graphical capabilities in the browser; the browser made Figma collaborative, what I call the operating system of design. Figma has had a fascinating road: the company accepted an acquisition offer from Adobe in 2022, but due to regulatory resistence the latter was forced to abandon the merger in late 2023. Figma instead IPO'd in 2025, and after skyrocketing to a valuation of $56.3 billion, has since crashed to a market cap of less than $10 billion, less than half of Adobe's offer, thanks in large part to a market narrative that the company is an AI loser.

honest-broker.com

Spotify Stock Has Collapsed 40%—What's Going On?

CEO Daniel Ek (now Executive Chairman of the company) sold relentlessly—to a degree I've never seen before from a corporate leader.

upstartsmedia.com

The Founder Who Lit $10M On Fire, With Mutiny's Jaleh Rezaei

"If the business isn't good, you lose all of those optics eventually anyway. And this is hard for founders, right? Because, you are on a roller coaster, and sometimes founders look for external validation, right? 'Okay, well, if I have a lot of people, or if I have investors or whatever, it means that I'm doing well.' But really, the only thing that matters is, are you serving a really large market of customers, and do they love your product?"

25iq.com

A Dozen Things I’ve Learned from Jenny Lee about Investing and Business

"A lot of people spend time pitching the solution, but they don't really explain the problem, and it should be so crisp and clear what the problem is you're solving that the solution almost just floats from that."

platformer.news

This founder isn’t hiring junior engineers anymore

The fear of job loss is "super justified," she told me; in her view, AI has made hiring junior employees "extremely expensive and completely unsustainable for a startup," because every hire now competes with the leverage of what she calls a "1,000x engineer."

upstartsmedia.com

Meet Elbow Grease, New York’s Scrappiest, Most Promising Startup Accelerator

In many accelerators, startups spend the program looking to ship and validate a minimum viable product, or MVP, readying it to a point to pitch to investors by demo day. In Elbow Grease, founders mostly knew how to use the various vibe-coding and agentic tools already in the market from companies like Anthropic and OpenAI; they could ship a product in a matter of days. Programming and workshops instead oriented around recruiting, sales and other aspects of company building.

ai-supremacy.com

The Business Engineer in the Era of AI

Inside the companies pulling ahead — Anthropic, Cursor, Cognition, Replit, and a small number of others — a different unit shape had emerged: five-to-ten people, direct CEO reporting, broad decision rights, hybrid roles, communication overhead at roughly one-tenth of a comparably-staffed conventional product unit.

ftav

A Huge Ever Growing Pulsating IPO That Rules from the Centre of the Elonverse

Corporate survival usually means transmogrification, but, as a mature business with added moonshots, SpaceX might be different. SpaceX is not going to flame out like Webvan, presumably, but after that, we've no idea. Neither do you. Neither does Elon Musk.

upstartsmedia.com

Exclusive: Notion Names First Board Of Directors In Key Step Toward IPO

Few – if any – startups in Silicon Valley history have grown as big as Notion, or for as long, without some semblance of a board. But by virtue of a quirk of its own fundraising history and an intellectual internal leadership style, it's the position Notion found itself in even after more than a decade in operation, and as its valuation reached $11 billion.

upstartsmedia.com

Faking Rivals, 'Infinity Work' And LinkedIn Cringe, With Vanta's Christina Cacioppo

"There's a hype cycle game that sometimes works. And one model someone gave me was B2B software, AI whatever, in 2026 is much more like crypto in 2021, than [it is like] B2B in 2021. The hype matters. The hype goes into the next round. When you have that round and you have the valuation, you get more investors, you get more customers, you get more employees. Hopefully, then, you're using that to build real things, and rinse and repeat. But there is a hype 'fake it 'til you make it' game that I think can work."

upstartsmedia.com

Exclusive: This AI Startup Raised $35M To Make Dentists Smile

Over the next two and a half years, they visited and onboarded 100 doctor's offices onto test versions of their software, starting with basic use cases like managing claims with one insurance provider. 'You will not find many other people that are willing to obsess for so long, and so deep, over this,' Pelle says.

fs.blog

Proven, Better, New: Mark Pincus on the Rules of Innovation

He shares lessons from building Zynga, missing the opportunity behind social networking before Facebook took off, navigating platform risk during Zynga's explosive growth, and rebuilding his confidence after major failures.

ai-supremacy.com

Midwifing the Next Species in a Datacenter 👩🏻‍⚕️

Nobody told you more than 220 companies that once hit billion-dollar valuations are now considered 'fallen unicorns'. The concentration of capital is also damaging - in that, the AI boom that has funneled more than $250 billion into OpenAI and Anthropic and reset valuations on entire classes of startups.