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@tradingvcs
a very bad 💩podcast about #VC #secondaries broken unicorns ❤️🩹🦄 & busted carry 📉🙈| @davemcclure @amanverjee @practicalVC
AI
TradingVCs says roughly 80% of those commitments cannot be canceled or carry take-or-pay terms.
AI
TradingVCs’ Episode 50 discusses numbers attributed to the purported leak and rising AI data-center costs.
AI
TradingVCs suggests AI could help solo investors with research, expenses, taxes and reporting; early-stage investing may be harder to automate.
AI
An essay argues that falling prices and surging token use favor platforms that control distribution over benchmark-leading labs.
AI
@twistartups quotes Dave McClure saying an equity swap “would be better than a tax or revenue deal.”
AI
Trioma cites the ranking jump to promote its platform, saying users can change models while keeping project context, files and workflows in place.
AI
A post discussing Dario’s call to “pace the frontier” questions whether enforceable international AI agreements are realistic, especially with China and Russia.
AI
The user argues that the biggest buyers of AI tokens—vertical AI companies, government and enterprises—are embracing open-source models, putting investments in frontier model companies at risk.
AI
The post cites a $20 billion valuation for Mercor and a rumored $30 billion valuation for Perplexity as examples of Nvidia’s broad AI investment strategy.
AI
Argues bubbles can accelerate technologies that change the world, citing PayPal's rise.
AI
Investor highlights recent claims and deals involving major AI and tech companies in his latest episode.
AI
Investor shares post alleging high revenue and large IPO for AI company.
AI
Podcast breaks down Nvidia investments across AI startups and related venture activity.
Technology
Podcast hosts review Nvidia deals with AI firms and recent investor exits.
AI
Former Uber CEO Travis Kalanick's new company Atoms raised funding from Andreessen Horowitz.
AI
Company begins first earnings audio webcast after going public.
