Bilingual

Marc Andreessen Says One Job Is Mostly Safe from AI: Venture Capitalist
19 days ago
- Marc Andreessen is optimistic about AI due to his investments in AI ventures through Andreessen Horowitz.
- Andreessen believes AI cannot replace venture capitalists, citing the nuanced psychological analysis required in VC work.
- He suggests VC might be one of the last human vocations after AI replaces other jobs, based on intangible skills like managing entrepreneurs.
- Critics argue Andreessen's view reflects a common self-delusion that technology cannot replicate one's own job, despite AI's potential.
- Andreessen's past writings, such as the Techno-Optimist's Manifesto, show a pattern of self-serving optimism influenced by wealth and Silicon Valley culture.
Ollama raises $65M, grows to nearly 9M users
16 days ago
- Ollama raised $65 million in Series B funding led by Theory Ventures, bringing total funding to $88 million.
- The tool allows developers to run open-weight AI models locally and on its cloud platform with subscription tiers.
- Founded by former Docker Desktop team members, Ollama aims to simplify AI model usage similarly to Docker's containerization.
- Ollama has 8.9 million monthly users, serves 85% of Fortune 500 companies, and operates with only 14 employees.
- The company's cloud business grew after open models gained capabilities for agentic tasks like coding in early 2024.
- Ollama represents a trend of open-source AI projects attracting venture capital, despite some community concerns about commercialization.
GonzoCapital – The Inside VC Stories
8 days ago
- The author was once homeless, seeking freedom outside capitalism, but later became a venture capitalist.
- He feels conflicted, like a hypocrite, as his current role contrasts with his earlier beliefs.
- The author now works in venture capital, investing in tech startups and navigating the industry's ethical complexities.
- He observes problematic dynamics in the industry, such as funding decisions based on superficial assessments.
- To reconcile his conflict, he launches Gonzo Capital, a newsletter for honest, unfiltered commentary on money, power, and technology.
- The author aims to influence capital allocation conscientiously, rather than being an outsider.
Sarah's Wager
4 days ago
- In November 2025, Anthropic's Claude Opus 4.5 enabled AI agents to act autonomously, no longer needing human guidance, marking a shift from childlike to adult-level capability.
- Agents can now take over tasks like coding, health management, and home control, as demonstrated by Nat Friedman's agent ordering him to drink water and redirecting his Tesla to a store.
- The Singularity, the point where machines can improve themselves without humans, is widely believed to have begun in January 2026, with Silicon Valley experiencing a manic energy and rapid investment.
- Venture capital investment surged to $300 billion in early 2026, with 65% going to four major labs (Anthropic, OpenAI, xAI, Waymo), but startups like Harvey, Baseten, and OpenEvidence are thriving by offering specialized AI solutions.
- Sarah Guo, founder of Conviction, is a key venture investor backing AI companies like Harvey and Baseten, focusing on startups that provide alternatives to the dominant labs, and she leads an 'insurgency' against the labs' monopoly.
- Conviction's approach includes a hands-on, intense work ethic, as seen in Guo's relentless deal-making and her firm's success in backing companies that have grown to multi-billion-dollar valuations.
- The text highlights the tension between the labs building everything themselves and the need for specialized, trust-based applications in sectors like law and healthcare, where startups can thrive.
- Guo's background includes growing up in her father's networking company, learning the value of speed and focus, and her transition from Greylock to founding Conviction with a focus on AI.
- The future remains uncertain: while labs continue to grow and attract talent, startups like OpenEvidence are achieving rapid adoption, and the question of whether early-stage investment opportunities remain is hotly debated.
Anduril in talks to raise funding at $100B valuation, over 3x last year's mark
5 hours ago
- Anduril is reportedly raising a new round that could boost its valuation from $61 billion to around $100 billion, with a potential two-stage fundraising process closing within the year.
- The defense tech sector is booming, with venture funding more than doubling to over $12 billion in the first half of the year, driven by demand for drones, autonomous systems, and AI in warfare.
- Anduril has secured major contracts with the U.S. Department of Defense, Air Force, Army, and several international allies, and its 2025 revenue more than doubled to $2.2 billion.
- Other startups like Shield AI, Mach Industries, and Helsing have also raised substantial funds, reflecting a shift toward cheaper, expendable 'attritable' hardware over traditional expensive equipment.
- Both Mach and Anduril are addressing propulsion supply bottlenecks: Mach acquired Exquadrum for $50 million, while the Pentagon supports Anduril's domestic solid rocket motor manufacturing expansion.
- Anduril's investors include Thrive Capital, Andreessen Horowitz, Founders Fund, and current U.S. Vice President JD Vance, though the company denies any finalized financing plans.

venture capital

Marc Andreessen Says One Job Is Mostly Safe from AI: Venture Capitalist

Ollama raises $65M, grows to nearly 9M users

GonzoCapital – The Inside VC Stories

Sarah's Wager

Anduril in talks to raise funding at $100B valuation, over 3x last year's mark