Amazon’s $10B OpenAI deal, TPU mania, SpaceX $1.5T IPO, Notion’s valuation, the $100M ARR speedrun, 1999 vs. today’s valuations, Opus 4.5, Google’s AI email assistant, Henry Ellenbogen, Software 2.0
It is part of my weekly routine now. Love the clarity, conciseness and conviction. Happy Holidays and looking forward to even more exciting 2026 weeklies.
Great to have you with us, Shankar!
It is part of my weekly routine now. Love the clarity, conciseness and conviction. Happy Holidays and looking forward to even more exciting 2026 weeklies.
Great to have you with us, Shankar!