One Year In Palm Beach: Where Entrepreneurs Start Again

Palm Beach has attracted tremendous wealth and investment capital. Can it become a thriving technology hub? Exploring startups, venture capital, and innovation.

Two Dozen-Plus Biotechs Went Public This Year—With More In The Works

In this week’s edition of InnovationRx, the bumper crop of biotech IPOs, Isomorphic’s reported $40 billion valuation fundraise, and the impact of drugmakers’ gifts to doctors.

Billion Is The New Cent In AI

As AI valuations cross billions, the business model question becomes more critical than ever. The lofty valuations, while justified by investors, raise doubts as well.

Essential Fall Reads (And Listens) For The Tech And Startup World

Our fall guide to the books, podcasts and newsletters offering fresh perspectives on the people, technologies and forces driving venture capital and AI.

The Music Is Still Playing In Venture Capital. Here Is Where The Chairs Are

Menlo Ventures investor Venky Ganesan says price has replaced fundamentals as the signal in AI. His fix: size your positions like a public market investor.

Investors Say There’s One Facebook For Every Startup Failure. Is That True?

VCs need extraordinary home runs, yet even top VCs miss most of them. What the numbers reveal about VC returns – and what entrepreneurs should learn.

Mike Vernal Says Software Moats Are Dying And Founders Must Do It All

Conviction GP Mike Vernal argues AI erases switching costs and network effects. Why he thinks software splits like newspapers and what founders should do.

Jev Cuts AI Decision Costs 100x And Vercel, Cloudflare Rushed To Add It

TypeSafe’s Jev returns AI decisions in milliseconds for near-zero cost. Inside the $40M DCVC seed, the independent tests and how agent builders can use it now.

Ex Reddit CEO Splits AI Risk In Two And Venture Capital Is Funding Both

Former Reddit CEO Yishan Wong says AI safety debates fail because they conflate existential risk with misuse. Why VCs are betting on both sides of his divide.

AI Agents Outread Humans, VCs Fund The Knowledge Engineers Fixing Docs

AI agents now generate two thirds of documentation traffic. Inside the $500M bet on knowledge engineers and the Air Canada ruling every company should read.