TBPN

AI investing can now reason like Buffett, not pattern-match — Abundance founder

8 arguments: Elliott's FOGO memo, Instacart's climb to a $17B sale, Traversal's AI-SRE business at a $1B valuation, and why AI still won't sway a jury

2 hrs ago • Scuttlebutt

AI agents convert 2x better on its catalog than scraped search, says Shopify's president

10 takeaways: Northwood Space's $375M round and a plant built for hundreds of antennas, and SemiAnalysis on why the first $1T of AI revenue will be…

11 hrs ago • Scuttlebutt

Cracked iPhone Duos could run to tens of thousands, says Bloomberg's Apple reporter

7 insights: why Apple moved its M&A chief aside, why software is now its weakest part, how casino-style games out-earn the Mac, and why LG makes its new…

Oct 29 • Scuttlebutt

A PHP flaw used by 70% of the web led to millions of attacks a minute — Cloudflare CEO

6 numbers: why he calls AI the "good guy" in cybersecurity, the root-certificate password weaker than an ATM PIN, and his fix for a web nearing collapse

Oct 23 • Scuttlebutt

Helicon raises $16.5M for composites, Tools for Humanity pitches "proof of human" — TBPN

4 moments: how a stealth startup went from blank slate to first part in 20 days, and why banks blocking AI agents might help "proof of human"

Oct 21 • Scuttlebutt

Greptile raises $50M, Town hits $1B, Tolan says memory beats intelligence — TBPN

10 takeaways: why Nvidia keeps code review apart from its coding agents, how Steve Jobs brushed off 400M gamers, and why Tolan won't match Meta's Muse…

Oct 20 • Scuttlebutt

Ramp co-CEO: revenue passed $2B a year and is growing more than 100% annually

5 arguments: Why usage-based AI pricing turned software into a labor bill, how Ramp wants to measure "return on intelligence," and Dragoneer's case for…

Oct 17 • Scuttlebutt

Oxide CTO: enterprises could rent hyperscaler-grade servers, but never buy them

11 arguments: why banks may become AI's next bottleneck, why tripled grid spending bought a worse grid, and what the Valar Atomics pro-rata feud is…

Oct 16 • Scuttlebutt

USV partner: a $900M fund can earn meaningful returns on single-digit-billion exits

9 takeaways: why its companies need more capital and more time, the four traits it now wants in founders, and why USV built its own AI investing…

Oct 9 • Scuttlebutt

15 or 16 companies are now worth $1T, up from just Apple, Rockefeller Capital CEO finds

10 insights: Why he says many AI-era startups won't get today's valuations, how he caps clients' exposure to speculative deals, and why selling Merrill…

Oct 7 • Scuttlebutt

Replacing a lost Social Security card takes 87 clicks, says the US chief design officer

5 moments: how one team took federal retirement from six months to six seconds, why 29,000 government websites are becoming one, and what other…

Oct 3 • Scuttlebutt

OuterSignal co-founder: one beauty brand found 10% of its buyers were medical workers

7 takeaways: a $22M Series A, why a decade of "personalization" failed, how a creatine brand landed a Walmart placement, and why he calls the idea young…

Oct 1 • Scuttlebutt

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