Wall Street’s Best Ideas: Credo’s story broadens out The bear case on Credo, that it was overly-reliant on Amazon, falls apart as its revenue opportunity broadens out. Also, how Snowflake came back. https://
thetechnologyletter.com/the-posts/wall
-streets-best-ideas-credos-story-broadens-out
… $CRDO $SNOW
STARTUPS
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Credo’s Revenue Opportunity Expands Beyond Amazon Dependence
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A16Z Partner on Funding Midjourney, Anthropic, Consumer AI
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An unfiltered personal conversation with @AnjneyMidha, general partner at A16Z, on helping kickstart Midjourney, Anthropic, and the next wave of consumer AI (through Discord). pic.twitter.com/AkvLh83e41
— Logan Kilpatrick (@OfficialLoganK) 3 juin 2025An unfiltered personal conversation with @AnjneyMidha
, general partner at A16Z, on helping kickstart Midjourney, Anthropic, and the next wave of consumer AI (through Discord). -
Discord’s Role in Early AI Product Success Signals
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It is interesting to reflect just how much of the early signals of AI product success came through Discord (where Anj led the platform team after they acquired his company). Reminds me I need to be on discord more : ) YouTube link:
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Regulatory risks for startups in restrictive jurisdictions
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It's not just the culture. If you have laws on books that will get you caned for chewing a gum, then there are probably laws that could get you in pretty big trouble for something that your startup does that is not entirely under your control.
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Singapore’s Regulatory Culture Contrasts With Move-Fast Startup Mentality
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I mean, you know the place and I don't, but based solely on its reputation, Singapore is the exact opposite of the "move fast and break things" kind of place.
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Character AI Launches New Multimodal Creation Tools for Storytelling
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Character AI released a bunch of new multimodal creation tools, including:
— Rowan Cheung (@rowancheung) 3 juin 2025
—AvatarFX image-to-video
—Scenes for immersive storytelling
—Streams for character interactions
—Animated chat sharingpic.twitter.com/ao0OluXEAXCharacter AI released a bunch of new multimodal creation tools, including: —AvatarFX image-to-video
—Scenes for immersive storytelling
—Streams for character interactions
—Animated chat sharing -
Karpathy Endorses Perplexity for Search and Quick Summaries
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I really like Perplexity and use it for anything "search-like", though other LLM providers now include search. It's fast and works great, and is also very useful for quick summaries of whatever trending topics there are. (I'm an investor fyi, but <3 for reals).
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Berkeley Robotics Company Unveils New Invention on NBC Bay Area
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Berkeley robotics company’s new invention – @nbcbayarea @AmbiRobotics https://
nbcbayarea.com/news/local/ber
keley-robotics-company-new-invention/3882226/
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AI Companies Must Balance Innovation With Financial Sustainability
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hey we gotta pay our bills too
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AI Week: Apple’s Gap, Music Startups, Emotional Intelligence
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Top stories in AI today: – AI letdown expected at Apple’s WWDC
– Record giants, music AI startups eye deals
– Transform deep research into visual infographics
– AI beats humans in emotional intelligence
– 4 new AI tools & 4 job opportunities Read more: https://
therundown.ai/p/apples-ai-ga
p-year
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