All-In

Axon CEO: a short attack and an SEC probe took the stock from $33 to $7 in 2005

8 moments: his father's last $500K, the Ferguson shooting that made police want body cameras, and why Axon kept building a Taser drone after its ethics…

9 hrs ago • Scuttlebutt

"Nobody can make that investment in conditions of uncertainty": Chamath on data centers

12 arguments: why David Sacks says ending the Iran war is Trump's one fix, how SpaceX could reprice Anthropic's compute, and an OpenAI paper that may…

Nov 8 • Scuttlebutt

There's not enough compute in the world to satisfy us, says Palo Alto Networks CEO

8 takeaways: why Chamath says 1% of companies drive 90% of AI spending, how Palo Alto patches a 9.2-severity flaw, and who's liable when an AI agent…

Oct 24 • Scuttlebutt

"We're already late": IBM and Palo Alto Networks CEOs on quantum-proof encryption

10 takeaways: why most enterprise AI tokens may move to open-weight models, how many AI-found bugs are real, and a shakeout among 500 to 5,000 software…

Oct 22 • Scuttlebutt

Figma CEO on Adobe: "16 months of regulatory review for any company is punishing"

9 arguments: why design is the new code, why AI lowers the floor but not the ceiling, and why Figma asks staff to label anything written with AI

Oct 20 • Scuttlebutt

a16z co-founder: financing risk is the only thing that can stop Anthropic

11 arguments: why CoreWeave's bond selloff is a confidence game, a $16.8B Anthropic quarter, a site coded by Claude that Claude then hacked, and Bill…

Oct 18 • Scuttlebutt

All-In on quantum computing: "We cannot multiply 300 by 200"

7 insights: why he says quantum computing is a fraud, his bet on light-speed chips over Nvidia's, and what seven years in prison taught him about ego

Oct 13 • Scuttlebutt

All-In: Anthropic is turning AI consciousness into a religion, and a safety risk

18 takeaways: why Sacks wants one rule for AI, OpenAI's 700 math papers and a cryptography scare, France's riots, and why Palihapitiya says software IP…

Oct 11 • Scuttlebutt

Venture should probably be a celebrity's last investment, say Mantis VC's founders

11 lessons: Why an LP passed on "the chain smokers fund," what 300,000 songs a day did to music, and the double-tranche deals the stage called bubble…

Oct 1 • Scuttlebutt

"They're not willing to pay for the big fights": MVP's founder on taking on the UFC

8 moments: How the top Vine stars walked off the app, why he says he pitched OpenAI on a Sora social app, and why he wants his fund judged on DPI and…

Oct 1 • Scuttlebutt

All-In: Anthropic's $2T IPO is now going to clear at $1T or less

18 arguments: why AI "labs" are companies that face product liability, token use flipping to open models in 12 weeks, Anthropic's wet lab, and Meta's…

Sep 27 • Scuttlebutt

Google crosses 3.2 quadrillion tokens a month, Unconventional AI's CEO finds

10 insights: Why he thinks the industry runs out of power in 3 years, what a squirrel's brain costs to run, and the chip his team taped out on June 1…

Sep 22 • Scuttlebutt

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