What happens to that revenue if GPT-5 is much better at code? Cursor et al swith over & Anthropic revenue down 50% overnight?
STARTUPS
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$22.5B Valuation Achievement Credited to Jeb Leadership
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Not sure we'd have a $22.5B valuation to celebrate if it weren't for Jeb.
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AI Company Growth Strategies and Market Stickiness Analysis
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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.
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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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Decision Framework for Career Choices in Tech
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A year ago a young guy asked for advice on joining a startup, a big firm or starting out on his own. I told him I can't answer this. But I gave him a framework to think about it. Last week he told me he's happily working for a start-up tks to the framework. Sharing it here.
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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 -
OpenAI Leadership and xAI Early Stage Development
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He never ran OpenAI, and it's still early days for xAI.