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A commentary contrasting Anthropic's $2T valuation with 35 combined sub-$1B SaaS companies, arguing the gap between AI hype and actual revenue-producing software has never been wider.
Shane Parrish shares a podcast episode with Bill Ackman discussing venture capital bubbles, easy money, and how AI may prove an even harder disruption for investors than the internet — noting even Warren Buffett missed the internet's disruptive risk.
Shane Parrish shares his second podcast conversation with investor Bill Ackman, discussing market bubbles, the venture capital environment, how founders endure crises, and what happens when easy money dries up.
Google rolls out Android 17 to Pixel phones, introducing Bubbles for multitasking, Screen Reactions for recording selfie videos during screen recording, and other features, with additional AI capabilities like Gemini Omni and Lyria 3 arriving later.