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The .com Bubble Parallel No One's Talking About: Why OpenAI & Anthropic Might Be Doomed to Repeat History (With Sources)

Reddit r/ArtificialInteligence · 1h ago

The article argues that OpenAI and Anthropic face a dot-com bubble-style risk as they are forced to scale enterprise adoption before technical challenges like hallucinations are fully resolved, citing SoftBank's loan difficulties as evidence of valuation gaps.

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#venture-capital

YC's Biggest Scandals

Hacker News Top · 12h ago Cached

An investigative report details major scandals involving Y Combinator portfolio companies, including AI audit fraud by Delve, intellectual property theft by Central, and misrepresentation of open-source AI by Naive.

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#venture-capital

@FinanceYF5: The Ultimate List of AI "Neo Labs": May 2026. "Neo Labs" refers to startups focused on long-term AI breakthroughs that have yet to achieve revenue scale, typically valued at over $1 billion. 63 entries so far! #1–15

X AI KOLs Following · yesterday Cached

A comprehensive list of AI "Neo Labs" for May 2026, featuring 63 startups focused on long-term AI breakthroughs that are valued at over $1 billion but have yet to achieve revenue scale.

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#venture-capital

@mogulinfluence: Read this if you want to know what YC and Sequoia are actually betting on in AI space right now:

X AI KOLs Following · 2d ago Cached

This post highlights a resource detailing the current investment focus of Y Combinator and Sequoia Capital within the AI industry.

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#venture-capital

@StartupArchive_: Naval Ravikant: “Try to be one of the people who creates things” “You should actually go out and build the thing you wa…

X AI KOLs Following · 2d ago

Naval Ravikant advises investors and entrepreneurs to actively build and bet on seemingly impossible dreams rather than just competing for existing opportunities, citing examples like SpaceX, Tesla, OpenAI, and Apple.

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#venture-capital

Marc Andreessen Mocked for Accidentally Revealing That He Seems to Have a Deep Misunderstanding of How AI Actually Works

Reddit r/artificial · 2d ago Cached

Marc Andreessen faced online mockery after sharing a custom AI prompt that demonstrated a fundamental misunderstanding of how large language models work, particularly regarding hallucinations and knowledge limits.

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@seclink: Both Yuetjie and Kimi have officially announced securing funding, with a significant portion coming from state-owned capital.

X AI KOLs Following · 2d ago

Yuetjie and Kimi have officially announced securing funding, with a significant involvement of state-owned capital.

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#venture-capital

@yiliuai: One of my biggest takeaways at MIT is that the world is just a giant makeshift operation. I experienced it deeply again today. This semester I'm taking a course on AI Agents, which requires group projects (the professor said he prefers infra over app layer). Inspired by my previous project connecting an LLM to a vibrator, and because I'm interested in hardware, I originally wanted to build a protocol or middleware layer that allows AI agents to connect and control most hardware. Coincidentally, another MIT undergrad wanted to do something similar; he invited me to join after learning about my vibrator project. But after careful consideration, I abandoned this project and instead chose another more superficial app-layer project. (I don't care about grades anymore, and I couldn't find a project I was both interested in and saw promise for.) My reason for giving up on this direction I was initially very interested in: I believed it had neither commercial value nor any technical moat.

X AI KOLs Timeline · 3d ago

The author shares an experience in an MIT AI Agent course, reflecting on the reasons for abandoning a project aimed at connecting AI agents to hardware, and criticizes a competing project that won high praise from judges and VCs merely by integrating and packaging a simple robotic arm interface.

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#venture-capital

SecureLend Agents

Product Hunt · 3d ago

SecureLend Agents is a new product launching AI-driven underwriting agents designed for venture capitalists, lenders, and insurers to automate risk assessment.

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USVC by AngelList

Product Hunt · 2026-04-22

AngelList launches USVC, a product to let investors back early-stage companies before they become obvious winners.

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#venture-capital

@BoringBiz_: This 40 minute lecture at Stanford by Apoorv Agarwal on the Economics of AI supercycle is worth a watch Apoorv is curre…

X AI KOLs Timeline · 2026-04-19 Cached

A 40-minute Stanford lecture by Apoorv Agarwal, Partner at Altimeter Capital, discussing the economics of the AI supercycle and insights from major AI investments including OpenAI and Glean.

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