Instacart IPO, Instacart Conflict, Arm’s IPO Pop

Instacart is two different companies in one: the tech company is dependent on but in some respects in conflict with the logistics one. Then, ARM pops.

An Interview with Replika Founder and CEO Eugenia Kuyda

An interview with Replika founder and CEO Eugenia Kuyda about relationship AI, what actually matters for consumers when it comes to chatbots, and the Replika risks and risqué.

The End of Silicon Valley (Bank)

Silicon Valley Bank bears responsibility for its demise, but it symbolizes a Silicon Valley reality that is very different from the myth — and the ultimate cause is tech itself.

Narratives

What Elon Musk got wrong about Twitter, journalists and VCs got wrong about FTX, and Peter Thiel got wrong about crypto and AI — and why I made many of the same mistakes along the way.

An Interview With Babylist Founder and CEO Natalie Gordon

An interview with Babylist founder and CEO Natalie Gordon about Babylist’s founding, her growing ambition, and why the company is a shining example of Aggregation Theory in action.