AnalysisOpinion
No signs of AI payoff outside the tech sector (opens apollo.com)
Apollo's economist argues that outside the biggest tech firms, corporate America has yet to see a financial payoff from AI.
Top stories
AnalysisOpinion
Why Inference Matters 12x More Than Training | YC Paper Club (opens youtube.com)
This week’s Paper Club is all about inference. For every FLOP spent training a model, roughly six go to serving it each year — and getting that part right has produced over $220 billion in market cap in the last decade. But inference is much more than calling model.forward.
Watch and posts
From the people and companies in today's storiesFunding rounds
Funding
Mave, which is developing an AI-driven tool to automate security investigations, raised a $28M Series A led by Red Dot, bringing its total funding to $34M (Meir Orbach/CTech) (opens calcalistech.com)
The round was led by Red Dot Capital Partners and brings Mave's total funding to $34M.
Funding
Watching fruit ripen pays off: Seattle ag-tech startup Strella lands $4.25M (opens geekwire.com)
Strella tracks how fruit ripens on its way from growers to grocery stores, to help businesses spot spoilage and waste less food.
News
See all 19 →News
Source: Replit recently moved most AI spend from Anthropic to OpenAI, which gave 30%+ off in a deal worth $100M+/year (opens theinformation.com)
Source: Replit recently moved most AI spend from Anthropic to OpenAI, which gave 30%+ off in a deal worth $100M+/year, after Anthropic discontinued its discount — OpenAI's efforts to undercut Anthropic on price are producing some results. — For instance, in May, Anthropic models powered 57% …
News
A look at Alpha School, a network of private schools that claims to teach kids 2x as fast using AI; data shows ~50% of K-8 students missed this goal in math (opens nytimes.com)
A look at Alpha School, a network of private schools that claims to teach kids 2x as fast using AI; data shows ~50% of K-8 students missed this goal in math — Alpha School, a private network, is spreading into public education.
News
An interview with Ciena CEO Gary Smith on AI demand outpacing supply for Ciena's optical networking chips (opens wsj.com)
An interview with Ciena CEO Gary Smith, a veteran of the 2001 telecoms crash, on AI demand outpacing supply for Ciena's optical networking chips, and more — Ciena CEO Gary Smith is ‘suitably paranoid,’ but optimistic — The historic telecommunications crash of 2001 is burned indelibly …
News
Andy Jassy says AWS capacity for 2027 is "largely sold out" and a "good chunk" of 2028 capacity is also sold (opens techmeme.com)
Andy Jassy says AWS capacity for 2027 is “largely sold out” and a “good chunk” of 2028 capacity is also sold, though AWS reserves some capacity for on-demand — Amazon Web Services capacity is mostly booked up through at least next year, Amazon CEO Andy Jassy …
Discussions
GPU-unlock: FP/BF16 instruction issue rate on Nvidia 3000's cards (opens github.com)
Pet food on Amazon India sells ₹212.2 crore a year. Two companies take 76% of it. (opens reddit.com)
We got our voice AI cost down to ₹1.2 a minute. (opens reddit.com)
Indian parents’ entire medical history lives in one plastic bag. I built a way out. (opens reddit.com)
What's the future of SaaS after the Railway attack? (opens reddit.com)
Anthropic’s new guide (Oct 22) argues most agents should have fewer subagents: one main loop, skills and tool search instead. Includes “we cut Claude Code’s system prompt by over 80%” (opens reddit.com)
We made a virtual accountant that does your whole accounting 24x7 on WhatsApp, need honest opinions (opens reddit.com)
Analysis and trends
Analysis
The AI graveyard: a running list of projects and startups that didn’t make it (opens techcrunch.com)
From Apple's repeatedly delayed Siri AI to OpenAI's messy "super app" launch, here's a look at the AI projects that shut down or missed expectations.
Analysis
Here are the top AI agents that can live in your text messages (opens techcrunch.com)
We created a list of the most notable AI agents that can live in your text messages, from general assistants to agents designed for families, travel, and work.
AnalysisOpinion
VCs, Superhuman Mail founder share red flags about product-market fit (opens techcrunch.com)
Top investors from Iconiq and Sapphire Ventures, along with Rahul Vohra, the founder of Superhuman Mail, share the do's and don'ts for building hit products.
AnalysisOpinion
Charts of the Week: Attention is All You Need (opens a16z.news)
GPUs, Still Not Obsolete; Doing More With The Same; SaaS Prove-It Cyber
AnalysisOpinion
AI Is Getting Good at Math. Here’s Why. (opens latent.space)
AI models are solving more mathematical problems. A pattern is emerging in their successes that could help us predict which problems they’ll solve next.
AnalysisOpinion
Patch or Die (opens a16z.news)
Five Drastic Changes Every Company Leader Should Consider Now
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