o1-pro is 270X more expensive than DeepSeek-R1! Imagine waking up one day and finding your O1-Pro still running smoothly…
INVESTMENT
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Google’s Wiz Acquisition: Cloud Security Market Trends Analysis
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Wall Street’s Best Ideas: Google buys at the top of the market Google probably overpaid for Wiz, but the ultra-hot technology for cloud security is clearly a sellers’ market. Tesla “catalysts” prompt an upgrade of its beaten-down stock. Plus, Corning’s big opportunity inside the
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Nvidia’s Huang keynote fails to prevent stock slide despite innovations
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Wall Street’s Best Ideas: Nvidia’s Huang induces lethargy It’s not that Nvidia’s chip innovations, such as “Vera Rubin,” aren’t stellar, but CEO Jensen Huang’s keynote on Tuesday was pretty much as expected, which meant it couldn’t prevent a slide in the stock. Even so, the
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Graphite launches Diamond AI code review tool with $52M Series B
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Anthropic-backed Graphite launched Diamond, an AI code review tool that provides codebase-aware feedback and fixes, to help teams code faster
— Rowan Cheung (@rowancheung) 19 mars 2025
It also announced a new $52M Series B round, led by Accel with Menlo Ventures and others in participation!pic.twitter.com/umiPk1hSroAnthropic-backed Graphite launched Diamond, an AI code review tool that provides codebase-aware feedback and fixes, to help teams code faster It also announced a new $52M Series B round, led by Accel with Menlo Ventures and others in participation!
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Wiz PM shares $0 to $100M ARR growth story with pivot
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A good day to revisit my chat with the amazing @RaazHerzberg, the first PM at @wiz_io.
— Lenny Rachitsky (@lennysan) 18 mars 2025
The craziest part of the story is that the $0 to $100m ARR in 18 months timeline included a pivot.
Here's the full chat: https://t.co/qM5ebj9oPl https://t.co/2sP9y1VJZk pic.twitter.com/M2h7bxlijjA good day to revisit my chat with the amazing @RaazHerzberg
, the first PM at @wiz_io
. The craziest part of the story is that the $0 to $100m ARR in 18 months timeline included a pivot. Here's the full chat: https://
youtube.com/watch?v=vnW3zI
krOvY
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Jensen Huang: AI Computing Needs Will Grow Dramatically
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Nvidia CEO Jensen Huang Says AI Computing Needs Will Grow Dramatically wsj.com/livecoverage/stock-m… via @wsj
→ View original post on X — @steve_rosenbush, 2025-03-18 17:53 UTC
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Alumni PMs Starting Companies: Series A Success Rates
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Let me get the raw numbers here, but what this is looking at is % of companies' alumni PMs that go on to start companies AND that company goes on to raise a Series A.
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Miles Jennings Named Head of Policy at a16zcrypto
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Excited to announce @milesjennings as head of policy for @a16zcrypto
. Since 2021, he’s been shaping our policy views, and this role continues that work. With @BrianQuintenz stepping away for his Senate confirmation as @CFTC Chair, we’re grateful for his leadership and excited -
Which Companies Produce the Best AI Products Analysis
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Don't miss the full post for a lot more data: https://
lennysnewsletter.com/p/which-compan
ies-produce-the-best
… A huge thank-you to @GotLiveData (
@saltzman_jason and Ethan Elias) for sharing this juicy data with us, and for helping with this analysis. -
Which Companies Create the Most Successful Founders
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4/ Finally, I looked more closely at which companies create the most successful founders. It’s one thing to start a company—it’s another to start something that works. Based on the data we have available to us, the best proxy we found for measuring “successful” was to look at