
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
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Enjoy today's news.
Kalshi passes $2B in annualized revenue and begins early IPO talks.
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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.
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Nature reports early evidence that AI reliance is already deskilling doctors and software engineers.
๐ 5 m
Perplexity launches Brain, a memory layer for its Computer agent that learns from past work and improves repeat-task correctness.
๐ 1 m
Spotify launches Reserved in the U.S., giving Premium superfans early access to two concert tickets before general sale.
๐ 2 m
Supabase hits 10 million developers, adding 3 million in the past three months.
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Waymo recalls nearly 4,000 robotaxis after some cars drove into closed freeway construction zones in Phoenix and San Francisco Bay Area.
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Amazon drops Luca Guadagninoโs Sam Altman movie โArtificialโ after deepening its relationship with OpenAI.
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TBPN clip: Jake Paul and Geoffrey Woo join John Coogan and Jordi Hays to talk Anti Fundโs $100M+ raise, going from Vine to boxing, and betting on frontier tech.
๐ฟ 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.
๐ฟ 43 m
As promised, tech and startups in a minute.
See you Monday.
P.S. Donโt give up. *hits play on the Peter Gabriel playlist*


