Happy Friday.

Be David Holz

Take no VC

Run the company from Discord

Grow Midjourney to $500M ARR

Use the profits to build a full-body ultrasound scanner

Save lives

๐Ÿ

Enjoy today's news.

Kalshi passes $2B in annualized revenue and begins early IPO talks.
๐Ÿ•‘ 1 m

Anthropic and the White House are working on a framework to assess AI model security flaws after export controls forced Anthropic to suspend access to Fable 5 and Mythos 5.
๐Ÿ•‘ 2 m

Nature reports early evidence that AI reliance is already deskilling doctors and software engineers.
๐Ÿ•‘ 5 m

Perplexity launches Brain, a memory layer for its Computer agent that learns from past work and improves repeat-task correctness.
๐Ÿ•‘ 1 m

Spotify launches Reserved in the U.S., giving Premium superfans early access to two concert tickets before general sale.
๐Ÿ•‘ 2 m

Supabase hits 10 million developers, adding 3 million in the past three months.
๐Ÿ•‘ 1 m

Waymo recalls nearly 4,000 robotaxis after some cars drove into closed freeway construction zones in Phoenix and San Francisco Bay Area.
๐Ÿ•‘ 3 m

Amazon drops Luca Guadagninoโ€™s Sam Altman movie โ€œArtificialโ€ after deepening its relationship with OpenAI.
๐Ÿ•‘ 2 m

TBPN clip: Jake Paul and Geoffrey Woo join John Coogan and Jordi Hays to talk Anti Fundโ€™s $100M+ raise, going from Vine to boxing, and betting on frontier tech.
๐Ÿฟ 30 m

New Y Combinator Lightcone episode: Webflow co-founder Bryant Chou joins YC partners to talk about his new startup Ploy, AI websites that optimize themselves, and why domain experts are making a comeback.
๐Ÿฟ 43 m

As promised, tech and startups in a minute.

See you Monday.

P.S. Donโ€™t give up. *hits play on the Peter Gabriel playlist*

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