Nobel Prize Winner Geoffrey Hinton on AI: “They’re Beings Like Us”
Hinton says AI is already conscious and humanity will have to accept that we’re not the only intelligent things around.
A Founder's Guide to Building and Managing a Board That Works
The definitive guide to engineering a board that actually helps you scale.
AI Pushes Markets into Uncharted Territory as SpaceX & Google Seek $160 Billion Combined with OpenAI & Anthropic in the Wings
Plus, Gigascale raises a climate-focused hardware fund & VC firms start seeing better TVPI
Clouded Judgement 6.5.26 - Where Are the American Open Source Models?
Weekly Dose of Optimism #196
Antares Goes Critical, NewLimit, BioWeapon Letter, Helion, Alzheimer's x Mushrooms + Extra Doses
Founders Fund's New Media Play: Tech Celebrities Playing Mafia
Do people want to watch the likes of Sam Altman, Trae Stephens & Palmer Luckey compete in a party game? We'll soon find out.
Saplings: The Childhoods of Exceptional Entrepreneurs
A study of 260 founders.
The "ARR" Guide for an AI World
What even is ARR in 2026? There is lots of ARR fraud/deception out there...
The SaaS Metrics Dashboard Every Top Company Uses (Excel Sheet Included)
A practical, founder-friendly breakdown of the metrics that matter, and the model that ties them together.
Ideas: slow down to speed up when working with AI agents
Devs are generating twice as much code (or more) than just 6 months ago, which is a problem for quality, reliability, and tech debt. A rational fix is available for these, but who’s acting rationally?
America Spins on Westmag
Building the Electric Stack by making motors and actuators next to drones and robots
New to the Cerebral Valley AI Summit in London: Index Partner Danny Rimer & Luminance CEO Eleanor Lightbody Join as Speakers + Discussion Group Leaders Announced
Apply to secure your spot for the summit on June 24 in London
The Token Reckoning is Here and It’s Not What You Think
Token waste in service of productive use, not waste for the sake of waste, could be the biggest problem in AI right now.
Claude Mythos⚠️, Altman on ChatGPT’s Psychology🧠, The Karpathy Loop🔁
Entrata S-1 | An Actual Software IPO?!
How do Entrata's financials stack up, and will it pave the way for more software IPOs?
The One Trait You Need to Succeed in the Next 10 Years
High agency is the only way to move from being a passenger to the one who drives the outcome.
The Chatbots and Agents Are Going To Merge
Could the AI labs intuit your next move and accomplish it for you? That seems to be where they're heading.
Stop Asking What Your Startup Is Worth
A VC’s honest take on pricing risk, belief, and hype at the earliest stage.
Booming AI Revenues Boost Inference Startups to Decacorn Status
Plus, Anthropic tops OpenAI in valuation & a new book by our editor at large discusses the rise & fall of tech's San Francisco values
Clouded Judgement 5.29.26 - The Second Life of a GPU
