The newsletter for startup founders

Meta's plan B is a cloud empire

NASA, Goldman, and Mercedes are believers.

Forget tweaking old software features. A major $250M logistics raise and the end of a 19-year Dropbox era show exactly how the infrastructure playbook has shifted.

While a hyped hardware startup burns $50M, a lean Berlin team is turning live ARR into a hiring weapon.

Stop funding high-risk hardware. NVIDIA’s latest move proves the ultimate startup playbook is letting others absorb the R&D while you own the integration layer.

Forget traditional org charts. Tech giants are aggressively firing the middle to fund unreleased software. See the brutal shift in startup leverage.