Angel Investor

"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

Elon Musk borrowed $20 million to bet it all on Tesla, Founder's Story finds

5 takeaways: why Robert Herjavec says being great at money is the opposite skill from being a great founder, the Shark Tank taping he and Mark Cuban…

Nov 5 • Scuttlebutt

SpaceX becomes the first $10T company, then a $100T one, says XPRIZE founder

5 predictions: why he backs a SpaceX-Tesla merger, 100% odds of $1T in revenue by 2029, Starlink traffic up 100x, and the political risk he does see

Oct 22 • 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: 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

"I believe John Ternus should stop buying back the shares": LAUNCH founder on Apple M&A

12 calls: Disney for the parks, Sony for PlayStation and Crunchyroll, Etched to cut Apple's reliance on Nvidia, and a $299 pendant that measures a…

Sep 29 • 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

Early Uber investor on Google's SpaceX stake: "this is a 100x bet for Google"

10 calls: why he sold part of his Uber stake to SoftBank before the IPO, why seed investors get a pass on conflicts, and what a $5-an-hour Optimus robot…

Sep 26 • Scuttlebutt

This Week in Startups: 78.4% of tokens on Vercel now go to open source

9 takeaways: why Elon Musk is talking about the hyperloop again, what Amazon is actually defending when it blocks an agent, and the robot-safety…

Sep 22 • Scuttlebutt

Founders who lived the problem beat opportunists 9 to 1, says Kae Capital founder

23 principles: The 10-slide deck he wants to see, why he rates India's appetite for risk at 4 against America's 9.5, and the seed round he passed on…

Sep 20 • Scuttlebutt

TechBuzz China founder on Huawei: "connect that into a million chip cluster"

18 takeaways: Why the AI labs' chosen auditors share their funders, what Huawei announced at its own conference this week, and the 6% and 9% that…

Sep 19 • Scuttlebutt

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