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FUNDRAISING ANNOUNCEMENTS

  • JetStream Security emerges from stealth with $34M seed to build AI governance platform for enterprise adoption
  • Guild AI raises $44M to build an enterprise agent control plane — think GitHub but for AI agents

GUEST INTERVIEWS

  • Matthew Belloni on the Ellison media empire: Hollywood's production exodus, AI's limited role, and why the Sopranos won't land on Netflix
  • Ken Burns on filmmaking, PBS, Steve Jobs, and why he rejects AI-generated imagery as a threat to truth
  • Gokul Rajaram on the SaaSpocalypse: why lightweight SaaS is dead, DoorDash's moat, and 30-40% corporate layoffs coming
  • WraithWatch lands $30M federal contract to defend nearly a dozen agencies — former Anduril CIO explains AI cyber defense
  • Akash Systems closes $300M deal for diamond-cooled AI servers that eliminate data center AC requirements

NEWS

  • Cursor hits $2B ARR in February — up from $1B in Q4 — and may be raising at $50B valuation
  • Mark Zuckerberg pays $170M for Miami mansion on Indian Creek Island, setting Florida record
  • GoPro's market share collapses from 84% to 18% as DJI surges to 66%
  • Leadership exodus at Alibaba's Qwen AI lab sparks speculation about talent flight to US labs
  • Anduril raising $4B round co-led by Thrive Capital and a16z at a reported $60B valuation
  • Apple launching M5 Pro, M5 Max MacBook Pros, M5 MacBook Air, and new Studio Display XDR tomorrow

COMMENTARY

  • David Ellison's $111B Warner Bros. Discovery deal: debt math, Netflix as roommate, and the value of legacy IP