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Past Briefings
Jensen Huang Just Told Every Company What to Build. Most Aren’t Listening.
THE NUMBER: 250,000 — GitHub stars for OpenClaw in weeks, not years. Jensen Huang called it the most successful open-source project in history and the operating system for personal AI. Every enterprise company, he said, needs an OpenClaw strategy. But the real question isn't whether you have one. It's whether your business can even be read by one. At GTC last week, Jensen Huang didn't just announce products. He announced a new competitive requirement. Every company needs a claw strategy — a plan for deploying AI agents and, just as critically, a plan for making their business accessible to the...
Mar 19, 2026The Moat Was the Cost of Building Software. Claude Code Just Mass-Produced a Bridge
THE NUMBER: $100 billion — The amount Jeff Bezos is reportedly raising to buy manufacturing companies and automate them with AI, per the Wall Street Journal. Yesterday we wrote about Travis Kalanick's Atoms venture — $1 billion raised on a $15 billion valuation to bring AI to the physical world. Today one of the richest people on the planet walked into the same room at nearly 100x the scale. The atoms economy just got its first mega-fund. A VC told Todd Saunders something this week that lit up X like a signal flare: "The moat in software was the cost...
Mar 18, 2026Bill Gurley Says the AI Bubble Is About to Burst. Travis Kalanick’s Timing Says He’s Right.
THE NUMBER: $300 billion — HSBC's estimate of cumulative cash burn by foundational AI model companies through 2030. Bill Gurley sat on Uber's board while it burned $2 billion a year and says it gave him "high anxiety." OpenAI and Anthropic make Uber's bonfire look like a birthday candle. "God bless them," Gurley told CNBC. "It's a scary way to run a company." Travis Kalanick showed up on the All-In podcast this week with a new robotics venture called Atoms and opinions about who's winning the autonomy race. That's the headline most people caught. But the deeper signal is the...