expectations are rising too series a median ARR more than doubled in 4 years our expectation at pre-seed has changed too
INVESTMENT
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Pre-seed funding expectations for AI startups in 2026
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quick touch on our expectation at pre-seed, based on what we're seeing: – having a prototype is given, even if non-technical. if you're asking for money, please tell me you've at least taken a stab at building it with AI.
– for b2b, i'm seeing lots of companies raising pre-seed -
Tech Valuations Expand at Premium Market Segment
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valuations are getting rising – more specifically, expanding at the top
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Eric and Kay’s AI Company Growth Impressive
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Congratulations Eric! The speed with which you and Kay are building is impressive, and it's been thrilling to see the company's growth under your leadership!
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World Models Distribution: AI Technology Access Inequality
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"A world model is already here, it's just not evenly distributed yet." — William Gibson on SAM-3/3D x NanoBanana Pro x your favorite LLM.
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Profluent Raises $106M Led by Bezos for Biology AI
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yesterday, @profluentbio announced a $106m round led by jeff bezos and altimeter, with big checks from me @airstreet and friends at spark and insight. on @airstreetpress
, i explain why profluent is the #1 frontier ai company for biology and my journey with @thisismadani -
AI automatically analyzes NVIDIA financials with visualizations and formulas
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Here's a real example.
— God of Prompt (@godofprompt) 20 novembre 2025
Connected to a live database, asked AI to analyze NVIDIA's financials, and got complete visualizations with working formulas all automatically.
No pivot tables.
No VLOOKUP nightmares.
Just results. pic.twitter.com/GKZ3XVGYlsHere's a real example. Connected to a live database, asked AI to analyze NVIDIA's financials, and got complete visualizations with working formulas all automatically. No pivot tables.
No VLOOKUP nightmares.
Just results. -
30 people build $1B AI agent unicorn Genspark in 6 months
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Holy shit… 30 people just built a $1B company in 6 months and it's coming for Google & Microsoft Meet @genspark_ai – Silicon Valley's first AI agent unicorn that just dropped the all-in-one AI workspace everyone's been waiting for. Here's why this changes everything ↓
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Politicization of AI: Mag7 Profitability and Ethics Debate
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The big politicisation of “AI” continues.
— Nina Schick (@NinaDSchick) 20 novembre 2025
Love the part when she says that the Mag7 haven’t turned a profit. 🧐 Or the conflation of the Mag7 with @OpenAI, or equating AI with ‘unethical chatbots’. Or the warning that there will be ‘no bailout.’
There are many valid criticism… https://t.co/2vZ4uJjSu9The big politicisation of “AI” continues. Love the part when she says that the Mag7 haven’t turned a profit. Or the conflation of the Mag7 with @OpenAI
, or equating AI with ‘unethical chatbots’. Or the warning that there will be ‘no bailout.’ There are many valid criticism -
Glenn Hutchins on AI Infrastructure Development and Expertise
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i remember first meeting glenn hutchins when i was a grad student and he was so cogent on topics back then, just as he is now on the topic of ai infra build out. https://t.co/YT0krs1Lvd
— Nathan Benaich (@nathanbenaich) 20 novembre 2025i remember first meeting glenn hutchins when i was a grad student and he was so cogent on topics back then, just as he is now on the topic of ai infra build out.