Menlo broke its own fund rules to back Anthropic at $4 billion
Menlo Ventures' Matt Murphy explains why a pre-revenue $4 billion bet on Anthropic defied venture fund math, and whether that rule-bending logic still holds as AI growth accelerates.
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Nadella: alignment didn't emerge from scaling, so build zero-trust containment
Microsoft CEO Satya Nadella says alignment has not emerged from scaling, forcing a choice between trusting models and containing them, and reshaping who captures the value intelligence creates.
Vista bets incumbents win AI's $3 trillion services opportunity
Vista executive David argues AI turns software from a workflow tool into a digital worker, and that incumbents holding trusted data will beat frontier labs, though efficiency gains remain unproven.
Vals AI estimates Anthropic reaches full recursive self-improvement by mid-2027
Vals AI founder Ryan Christian argues frontier labs cannot grade themselves, even as his RSI index suggests the models being measured may soon outrun the humans measuring them.
Simile claims 85% accuracy predicting human behavior with digital twins
June, founder of Simile, argues that simulating individuals can replace costly research, but the claim rests on separating what people say from what optionality leads them to do.
Next-token prediction keeps defying skeptics, but brittleness divides believers from doubters
Journalist Kevin Roose, author of The AGI Chronicles, and Decoder host Eli Patel debate whether scaled language models can reach AGI, and whether the idealists building them can survive the pressure.
Google's real search threat is agentic AI, not chatbots
An investor-focused analysis of Google weighs whether its search profits can survive the AI transition while a roughly $200 billion capex buildout bets that cloud demand never overshoots supply.