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Per Lovable CEO @antonosika, 10% of the new websites created on the internet last month were built with Lovable. Wild stat!

Jensen Huang on AI inference volume: “AI inference token generation has surged tenfold in just one year, and as AI agents become mainstream, the demand for AI computing will accelerate”

If you’re a tech exec, your Allen & Co conference shot is basically your official media portrait whether you like it or not.

Fascinating to compare the solutions of OpenAI vs Deepmind to the IMO 2025. Both won Gold for answering P1 to P5 correctly. OpenAI (left) vs Gemini (right)

On 20VC, @ScottWu46 indicated Cognition’s run-rate is $70-80M, up 5-10x since January. Including Windsurf, the combined company is likely at ~$150M+ run-rate revenue now!

Figma updated their S-1 with an estimated IPO range of $25-28 per share putting their market cap in the $14.5-16.5B range. They also reported preliminary Q2 results which puts their implied ARR at ~$988M. So would be priced at an EV/ARR in the 13x-14.5x range.

Great chart from Jamie Dimon's annual letter. Over the last 17 years: - VC AUM has grown >10x while PE/HF AUM has grown 3.5x - Number of PE-backed companies is up 140% while number of publicly listed companies is down 15%

It’s disappointing that NeurIPS needs to add a non-US venue due to issues with obtaining a US visa for AI researchers

ChatGPT agent can do 40% of tasks on an internal investment banking analyst modeling tasks benchmark. This is up significantly from Deep Research and o-3