Meta (mentioned)

Link Ventures founder: 90% of Anthropic's new code is already written by Claude

6 predictions: Big Tech's $3T AI bet compared to 10 Apollo programs, MIT's AI performing "brain surgery" on another model, and a hacker-driven…

3 hrs ago • Scuttlebutt

"Wide moat companies in particular can get very lazy": KNA Capital's CIO on AI and moats

7 insights: why a moat's direction now matters more than its width, how AI shopping agents squeeze brands, why 5% Treasuries pull money from stocks, and…

Oct 19 • Scuttlebutt

"I don't really view Meta as a competitor": MongoDB interim CEO on Meta

3 takeaways: how he found out he was back in charge, why Meta lured his hand-picked successor away, and why he isn't worried about the competition

Sep 30 • Scuttlebutt

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