July Readings ... Continued

ContentsVenture CapitalData is actually not a great VC-backed businessWhy Every International Founder Should Spend Three Months in the U.S.A Path Forward for Seed VCsWhy Seed Rounds Are Growing as Startups ShrinkWhy our access is improvingOn 9 data-driven tips for YC startup foundersUltra-Unicorn Investors: These Firms Have Amassed The Largest Portfolios Of $5B+ Startups Landscape of VC-Backed M&AEssaysA Summer of AI in San FranciscoThe Satya of Satya’s Layoff MemoAds are inevitable in AI, and that's okayThe AI Search Tipping PointThe Slow Death of Social Networks10 Things I Wish I Knew Before Vibe CodingPageRank in the Age of AIEuropean WeaknessWise shareholders back plan to move listing from the UK to the USAIAs Anthropic goes, so goes the generative AI trade, says Big Technology's Alex Kantrowitza16z GP, Martin Casado: Anthropic vs OpenAI & Why Open Source is a National Security Risk with ChinaBalaji Srinivasan: How AI Will Change Politics, War, and MoneyAI that was inevitableIconiq set to lead $5bn funding round for AI start-up AnthropicThe Evolution of AI Agents: Navigating the “Fog of AI” in Rapidly Changing Foundations | Stanislas Polu and Harrison ChaseWhat will it take for robotaxis to go global?The AI SDR Reality Check: How To Actually Make It WorkOpenAI’s IMO Team on Why Models Are Finally Solving Elite-Level Math#259: Why Data Is the StackGoogle Lands $1.2 Billion Cloud Contract From ServiceNowPew Study: Google Users Click Less When AI Summaries Appear in Search ResultsLoveable and Replit Both Hit $100M ARR in Record Time. The Vibe Coding TAM: How Big Can This Market Really Get?New AI architecture delivers 100x faster reasoning than LLMs with just 1,000 training examplesTesla signs a $16.5 billion chip contract with Samsung ElectronicsThe Making Of Dario AmodeiChinese TechKimiChina’s AI Gambit: Code as StandardsHow Hangzhou Spawned Deepseek and UnitreeZhipu crushing benchmarksXi Jinping is the main thing holding China backChina Prepares to Unseat US in Fight for $4.8 Trillion AI MarketMediaNew Media: Podcasts, Politics & the Collapse of TrustIPOFigma’s Auction-Like IPO Set Up to Capitalize on Strong DemandEducationWhy You Should Still Study Computer ScienceInterview of the Week"AI Is Too Busy to Take Your Job: The Electrifying Truth about our AIgorithmic FutureRegulationBoston city council members introduce a bill to require drivers in WaymosM & APalo Alto Networks agrees $25bn takeover of CyberArk This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.thatwastheweek.com/subscribe