Man I loved Slack. That in particular was that MSFT trained its sights on Slack, but generally, something to do with stickiness and how you grow. I don’t eg think this applies to most of the fastest to $100M ARR AI companies today.
INVESTMENT
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Ramp’s Valuation Growth: From $1.6B to Market Leadership
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Slope over intercept.
— Packy McCormick (@packyM) 30 juillet 2025
From when Ramp raised at a then-crazy-seeming $1.6B valuation. https://t.co/nDCfz9iOoc pic.twitter.com/jIMDW83t70Slope over intercept. From when Ramp raised at a then-crazy-seeming $1.6B valuation.
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Ramp’s Net Present Value Surges $6.5B in 43 Days
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Look, my meme dealer is as exhausted as you are, but the net present value of Ramp’s future cashflows has increased by $6.5 billion in the past 43 days ($151,162,790 per day), and so… https://t.co/JjlYxmVXjA pic.twitter.com/IBL4dBS5hU
— Packy McCormick (@packyM) 30 juillet 2025Look, my meme dealer is as exhausted as you are, but the net present value of Ramp’s future cashflows has increased by $6.5 billion in the past 43 days ($151,162,790 per day), and so…
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Stanford’s AI Scientists, Meta’s Recruitment, and New AI Tools
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Top stories in AI today: – Stanford’s AI-powered virtual scientists
– Meta targets Murati's startup with massive offers
– Build apps with leading open-source AI
– ChatGPT’s Study Mode for deeper learning – 4 new AI tools & 4 job opportunities Read more: https://
therundown.ai/p/stanfords-vi
rtual-ai-lab-speeds-discovery
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Meta Offers $200M-$1B to Poach Thinking Machines Lab Staff
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Meta reportedly tried hiring from ex-Open CTO Mira Murati's Thinking Machines Lab for its new superintelligence unit The co approached over a dozen TML staffers with $200-500M offers, and one going over $1B None of the offers have been accepted yet
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Meta Attempts $1B Acquisition from Mira Murati’s AI Startup
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AI NEWS: Meta just tried poaching from Mira Murati's new startup, with offers going up to $1B. Plus, more news from OpenAI, Microsoft, Google, Ideogram, Cursor, Writer, and Moonvalley. Here's everything you need to know:
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Emerging startup areas with no clear winner yet according to tier1 VC
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had a great catchup convo with {tier1vc} today. two emerging startup areas with no clear winner yet: – service industry customer support (Avoca, Netic, ProBook)
– people search/research (Juicebox, Happenstance, Paradigm) i find it interesting how tier1 vc's see the world vs the -
LLM Stock Market Results: Statistical Bias in Spectacular Outcomes
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If you let 1000 LLMs play the stock market, half of them will yield positive returns, and a few will yield spectacular ones. The same is at play in all the other amazing LLM results you see.
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xAI Faces Brain Drain as Researchers Depart Company
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And then all the researchers left, and xAI fell further and further behind.
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SkildAI Launches: BAIR Alumnus Pathak Cofounds New AI Startup
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@SkildAI co-founded by BAIR alumnus @pathak2206 is out of stealth! https://t.co/bTtVjVedYe
— Berkeley AI Research (@berkeley_ai) 29 juillet 2025@SkildAI co-founded by BAIR alumnus @pathak2206 is out of stealth!