Reporting on Venture Capital from Lazy Tensor.
The Investors · Analysis
From Stripe and Coinbase to OpenAI, the Silicon Valley investor has built a career around identifying markets before they become obvious. His latest thinking raises a harder question: when does being early stop being an advantage?
By Sunny Tisch11 min read
The Investors · Analysis
As venture capital firms grow larger and artificial intelligence reshapes the technology industry, the founder of Conviction is testing an older…
By Sunny Tisch12 min read
Frontier AI Finance & Voice Infra
Anthropic posts $1.62 billion in H1 2026 adjusted income and 900% net revenue retention, voice AI unicorn Deepgram acquires open-source Pipecat…
By Lazy Tensor4 min read
The Investors · Analysis
The early investor in Twitter, Uber and Instagram believes the next generation of enormous businesses could emerge from energy, manufacturing…
By Sunny Tisch11 min read
The Benchmark investor says venture capital has become an industry that pushes money onto companies whether they need it or not.
8 min read
AI is making software cheaper to create. Winning a market may be getting more expensive.
17 min read
AI coding tools are lowering the cost of building software.
14 min read
Mountain View transcription pioneer expands into autonomous corporate meeting agents capable of cross-referencing sales pipelines and…
2 min read
Venture investment accelerates for specialized applied AI as agricultural wildlife defense, autonomous B2B sales research, and…
2 min read
Physical AI company accelerates mass production of foundation-model-driven bipedal robots for automotive assembly lines and…
2 min read
Founded by former Tesla product manager Luci Holland and backed by $1.75 million from Seven Seven Six, the startup embeds…
2 min read
Backed by $55 million in seed funding, new multimodal architecture crops image regions and extracts video frames mid-inference to…
2 min read