Louis Lehot·1d agoHard Things: Hardware Is Hot Again. Bet on the Boring MachineBy Louis Lehot, Partner, Foley & Lardner LLP
David Bradley-Ward·1d agoRead the Trend, Not the GaugeWhat an RAF engine taught me about the market’s reaction to HubSpot, and why AI is breaking per-seat software
Dima Mikhaylov·3d agoThe Anthropic IPO Asks You to Price the Future of IntelligenceThe midterms didn’t change a line of the S-1. They changed the price of believing in it.
Damian Maggio·4d agoDamian Maggio on Direct Listings vs. IPOs: Two Ways a Private Company Goes PublicBy Damian Maggio
Sbayer·4d agoAnthropic S-1, A “Wahlburgers” Comparison & Valuation EstimateAI helps me make sense of complicated concepts by constructing analogies to explore. I frequently read a tech article that is way over my…A response icon1A response icon1
Chris Meredith·4d agoA Humanoid Robot Company Is Going Public This Week. Its Most Important Number Is Not Revenue.By Chris Meredith
Louis Lehot·5d agoGoverning the Agents We Build and Defending Against the Ones We Don’t: A GC Lunch Series DiscussionSix months ago, our GC lunch series asked how companies should prepare for the agentic era. This installment made clear that the era has…
InPIPO VCbyRoman Wiligut·5d agoWhy PIPO is the Best Pre-IPO Investing Platform for Small and Mid-Cap Companies?In August 2024, Cursor, the AI code editor built by Anysphere, raised a Series A at a $400 million valuation. By April 2026, it was…
InDataDrivenInvestorbyJoseph Orefice·5d agoAnthropic’s IPO Has a Problem No Amount of AI Can SolveAnthropic has nearly $900 billion in compute commitments, while the price of AI keeps falling.A response icon4A response icon4
