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Good morning from OWITH.ai, the podcast that gives you only what's important to hear in the AI and tech world.In December 2025, two young brothers, Jackson and Quincy Fuller, embarked on a remarkable entrepreneurial journey by founding Stuffers, a startup creating corporate swag in the form of adorable stuffed animals inspired by company logos and …
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Good morning from OWITH.ai, the podcast that gives you only what's important to hear in the AI and tech world. Let's delve into the December 23, 2025 edition of "Eye on AI," which highlights an intriguing divide between Silicon Valley's enthusiasm for AI and the public's growing skepticism. As 2026 looms, this disconnect is becoming more pronounced…
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Good morning from OWITH.ai, the podcast that gives you only what's important to hear in the AI and tech world.As of December 2025, OpenAI is reportedly in talks with Amazon for a potential investment exceeding $10 billion, complementing its existing investors like Microsoft. Recently, OpenAI's CEO, Sam Altman, has declared a "code red" to the team,…
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Good morning from OWITH.ai: the podcast that gives you only what's important to hear in the AI and tech world.In recent news, a federal investigation has been launched following the Nevada safety regulator's sudden withdrawal of violations against The Boring Company, Elon Musk's tunneling startup. Initially, Nevada's state safety regulator, OSHA, h…
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Good morning from OWITH.ai, the podcast that gives you only what's important to hear in the AI and tech world.Databricks, a prominent player in the AI arena led by CEO Ali Ghodsi, is making headlines with its recent success in raising over $4 billion during a Series L funding round, bringing its valuation to $134 billion. Since its inception in 201…
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Good morning from OWITH.ai: the podcast that gives you only what's important to hear in AI and the tech world.Let's dive into our first story, where Valerie Health, a groundbreaking startup co-founded by Peter Shalek and Nitin Joshi, has successfully raised $30 million in a Series A funding round. This ambitious endeavor aims to create "AI front of…
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Good morning from OWITH.ai: the podcast that gives you only what's important to hear in the AI and tech world.Homebound, a tech-enabled homebuilding platform established in 2018, is on a mission to revolutionize how homes are purchased, particularly in markets like Denver, Dallas, and Houston. Inspired by the inefficiencies observed during the rebu…
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Good morning from OWITH.ai, the podcast that gives you only what's important to hear in the AI and tech world. Kicking off today's episode, the Stratechery newsletter for the week of January 8, 2025, delves into several pivotal topics.Firstly, Netflix's potential acquisition of Warner Bros. is explored, examining Netflix's strategic intentions and …
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Good morning from OWITH.ai, the podcast that gives you only what's important to hear in the AI and tech world.Let's begin with a remarkable achievement in the AI coding industry. Cursor, an AI coding startup, has reached a valuation of $29.3 billion, boasting $1 billion in annual revenue by November 2025. Rather than pursuing an initial public offe…
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Good morning from OWITH.ai, the podcast that gives you only what's important to hear in the AI and tech world.In a recent event hosted by Fortune in San Francisco, five venture capitalists shared their views on whether the AI industry is experiencing a bubble. These venture capitalists, representing funds ranging from $5 million to $25 billion, pla…
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Good morning from OWITH.ai, the podcast that gives you only what's important to hear in the AI and tech world.The Fortune Brainstorm AI event in San Francisco recently offered key insights from leading figures in technology. A major highlight was Amazon's Zoox, progressing towards launching its self-driving robotaxi service. The company aims to beg…
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Good morning from OWITH.ai, the podcast that gives you only what's important to hear in the AI and tech world.The Fortune Brainstorm AI event kicks off today in San Francisco, attracting major figures from the artificial intelligence sector. Noteworthy attendees include Databricks CEO Ali Ghodsi and OpenAI COO Brad Lightcap, along with representati…
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Good morning from OWITH.ai, the podcast that gives you only what's important to hear in the AI and tech world.In the latest edition of "This Week in Stratechery," dated December 5, 2025, several compelling narratives are explored within the tech industry. The New York Times' portrayal of David Sacks, the Trump administration's Crypto and AI Czar, h…
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Good morning from OWITH.ai, the podcast that gives you only what's important to hear in the AI and tech world.In the rapidly evolving landscape of AI, companies are increasingly susceptible to impersonation scams, with AI-generated deepfakes and voice clones becoming sophisticated tools for fraud. A new startup named Imper.ai has emerged to combat …
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Good morning from OWITH.ai: the podcast that gives you only what's important to hear in the AI and tech world.Healthcare costs in the United States are rapidly increasing, with employer healthcare expenses expected to see their largest rise in 15 years by 2026. This presents significant socio-economic and political challenges, especially for small …
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Good morning from OWITH.ai, the podcast that gives you only what's important to hear in the AI and tech world.In a significant development, the startup Onprofit has emerged from stealth mode with a mission to tackle the "revenue dilemma" faced by many enterprises. Established in 2024 in Austin, Onprofit, founded by Tony Capasso and supported by inv…
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Good morning from OWITH.ai: the podcast that gives you only what's important to hear in the AI and tech world.In the dynamic landscape of artificial intelligence, OpenAI, Nvidia, and Google are engaged in a fierce competition. Google has made impressive strides with its Gemini 3 model, which outperforms OpenAI’s systems in several benchmarks due to…
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Good morning from OWITH.ai, the podcast that gives you only what's important to hear in the AI and tech world.The latest issue of the Lore Brief highlights significant developments in the AI and tech sectors. A major initiative, referred to as America's AI Manhattan Project, has been launched by the White House. Known as the Genesis Mission, it aim…
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Good morning from OWITH.ai: the podcast that gives you only what's important to hear in the AI and tech world.Artificial intelligence continues to transform the healthcare industry, with recent advancements promising improved patient outcomes and streamlined operations. Machine learning algorithms are now capable of analyzing vast amounts of medica…
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Good morning from OWITH.ai, the podcast that gives you only what's important to hear in the AI and tech world.In an intriguing development in the music industry, Warner Music Group has reached a settlement with AI music startup Suno, allowing consumers to generate AI-driven music using Warner artists' voices and likenesses. This settlement, announc…
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Good morning from OWITH.ai, the podcast that gives you only what's important to hear in the AI and tech world.The global e-commerce landscape in 2025 paints a complex picture. While consumer spending in the U.S. holiday season is expected to break records, surpassing $1 trillion for the first time, funding for e-commerce startups has dropped dramat…
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Good morning from OWITH.ai: the podcast that gives you only what's important to hear in the AI and tech world.The recent Slush event in Helsinki, a major startup gathering in Europe, attracted over 13,000 attendees, including 3,500 investors and 6,000 startups and scaleups. Despite Europe's stringent regulatory environment concerning AI, optimism i…
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Good morning from OWITH.ai, the podcast that gives you only what's important to hear in the AI and tech world. The latest Stratechery content from the week of November 17, 2025, highlights significant developments in the tech world.Google’s Gemini 3, a new AI model, has been released to much anticipation and is considered state-of-the-art by many. …
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Good morning from OWITH.ai: the podcast that gives you only what's important to hear in the AI and tech world.Stuut, a startup founded by Tarek Alaruri, Ben Winter, and Miraj Mohsin in 2024, has secured $29.5 million in a Series A funding round led by Andreessen Horowitz. The company is revolutionizing the accounts receivable process through artifi…
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Good morning from OWITH.ai, the podcast that gives you only what's important to hear in the AI and tech world.Doppel, a cybersecurity startup founded in 2022 by Kevin Tian and Rahul Madduluri, has successfully raised $70 million in a Series C funding round, achieving a valuation exceeding $600 million. This latest investment, led by Bessemer Ventur…
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Good morning from OWITH.ai, the podcast that gives you only what's important to hear in the AI and tech world.A $100 million pro-AI Super PAC, supported by Andreessen Horowitz and OpenAI president Greg Brockman, has targeted Alex Bores, a Democratic congressional candidate in New York. This highlights the increasing involvement of Silicon Valley in…
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Good morning from OWITH.ai, the podcast that gives you only what's important to hear in the AI and tech world.In December, The Boring Company, Elon Musk's underground transportation venture, faced scrutiny following an incident in a Las Vegas tunnel where a fire drill resulted in two firefighters being hospitalized with chemical burns. Nevada's wor…
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Good morning from OWITH.ai, the podcast that gives you only what's important to hear in the AI and tech world.Erica Wenger, a three-time founder and venture capitalist, is challenging the conventional focus on "unicorn" startups by advocating for "elephants." These emphasize resilience, strong business fundamentals, and longevity. Her "elephants, n…
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Good morning from OWITH.ai: the podcast that gives you only what's important to hear in AI and tech world.The resurgence of consumer-focused companies in the market is evident, with successful exits in 2025 showcasing the potential for well-run businesses in the sector. Despite challenges, opportunities exist for companies that can establish brand …
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Good morning from OWITH.ai: the podcast that gives you only what's important to hear in AI and tech world.Elias Torres's startup, Agency, has raised $20 million in Series A funding to focus on agentic AI for customer success. The company's product, Kai, aims to automate customer service and provide a full picture of individual customers by analyzin…
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Good morning from OWITH.ai: the podcast that gives you only what's important to hear in AI and tech world.Screendoor, established in 2021 during the zero interest rate policy (ZIRP) era, has become a key player in supporting emerging venture capital (VC) managers. The firm offers mentorship, networking opportunities, and co-investing connections to…
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Good morning from OWITH.ai: the podcast that gives you only what's important to hear in AI and tech world.Airops, a startup based in New York and San Francisco, has raised $40 million in Series B funding at a valuation of $225 million. The company aims to help marketers navigate the changing landscape of search engine optimization and adapt to the …
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Good morning from OWITH.ai: the podcast that gives you only what's important to hear in AI and tech world.This week's Stratechery content covered topics such as the benefits and downsides of bubbles, Amazon's future in AI and groceries, and the US-China Trade Deal one week later. The articles discussed Google and Meta earnings, Amazon's approach to…
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Good morning from OWITH.ai: the podcast that gives you only what's important to hear in AI and tech world.AI adoption is on the rise, but so are the associated risks. Cyera, an AI security startup, warns that the state of AI security is "grim." Companies are struggling to adopt AI tools securely without exposing sensitive data. Regulated organizati…
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Good morning from OWITH.ai: the podcast that gives you only what's important to hear in AI and tech world. Sequoia Capital has announced that Alfred Lin and Pat Grady will be taking over as co-stewards of the firm, with Roelof Botha stepping down. Both Lin and Grady have extensive experience in the venture capital industry and are seen as excellent…
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Good morning from OWITH.ai: the podcast that gives you only what's important to hear in AI and tech world.The launch of olmoearth, an open-source platform by the Allen Institute for AI, aims to democratize access to AI technology for nonprofits and public agencies. It has been used in projects such as mapping crops in Kenya and spotting deforestati…
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Good morning from OWITH.ai: the podcast that gives you only what's important to hear in the AI and tech world.In a recent discussion at Fortune's Global Forum in Riyadh, Andreessen Horowitz's partner, Anjney Midha, shared insights into the future of AI investment. He highlighted reasoning models and frontier teams as pivotal areas for growth, sugge…
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Good morning from OWITH.ai: the podcast that gives you only what's important to hear in the AI and tech world.Let's dive into the recent developments from the Fortune Global Forum in Riyadh, Saudi Arabia. This event brought together key financial leaders to discuss the evolving landscape of global exchanges amid the rise of cryptocurrencies and alt…
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Good morning from OWITH.ai, the podcast that gives you only what's important to hear in the AI and tech world.In a recent address at the TechCrunch Disrupt Conference in San Francisco, Roelof Botha, managing partner at Sequoia, provided a comprehensive view of the current venture capital landscape. Sequoia has announced the creation of two new fund…
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Good morning from OWITH.ai, the podcast that gives you only what's important to hear in the AI and tech world.Citi Ventures, the corporate venture capital arm of Citibank, has celebrated its 15th anniversary with over 200 investments and 30 exits. Founded in 2010 by Arvind Purushotham, who transitioned from Menlo Ventures, Citi Ventures has become …
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Good morning from OWITH.ai: the podcast that gives you only what's important to hear in AI and tech world.### In a recent CEO Daily newsletter, Cognizant CEO Ravi Kumar S. shared insights into his company's innovative strategies and vision for the future. Emphasizing the importance of embracing new technologies like generative AI, Kumar noted its s…
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