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Marc Andreessen Says One Job Is Mostly Safe from AI: Venture Capitalist
17 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
14 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
6 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
2 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.

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#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