2026-02-06
Check out where Systems of Recoard sit in this diagram from @OpenAI Frontier. At least 3, if not 4, layers of context and intelligence sit between them and the end business application. It's one of the clearest representations of how AI companies plan to build next-gen systems [image]
The Verge
OpenAI launches Frontier, an AI agent management platform that provides shared context, onboarding, and permission boundaries, for “a limited set of customers”
2026-02-01
From a founder: “Just finished listening to your podcast on Invest like the Best. I must say, word for word, probably the most knowledge-packed podcast I've listened to in a long time. Not kidding. I actually canceled a meeting today just to be able to continue listening to the
Invest Like The Best on YouTube
Q&A with Gokul Rajaram, investor and a former product leader at Google, Meta, and others, on AI changing product development, building ad businesses, and more
Absolutely loved my conversation with @Patrickoshag - he has the unique ability to: (a) unearth a nugget of insight out of a specific comment and dig 10x deeper into it, and (b) make his guests feel extremely comfortable through his demeanor, as if with a long-time friend. One
Invest Like The Best on YouTube
Q&A with Gokul Rajaram, investor and a former product leader at Google, Meta, and others, on AI changing product development, building ad businesses, and more
2026-01-31
Absolutely loved my conversation with @Patrickoshag - he has the unique ability to: (a) unearth a nugget of insight out of a specific comment and dig 10x deeper into it, and (b) make his guests feel extremely comfortable through his demeanor, as if with a long-time friend. One
Invest Like The Best on YouTube
Q&A with Gokul Rajaram, investor and a former product leader at Google, Meta, and others, on AI changing product development, building ad businesses, and more
Gokul Rajaram joins Patrick to discuss the seismic shift in product building driven by AI. As a legendary operator (Google, Facebook, Square, DoorDash) and p...
From a founder: “Just finished listening to your podcast on Invest like the Best. I must say, word for word, probably the most knowledge-packed podcast I've listened to in a long time. Not kidding. I actually canceled a meeting today just to be able to continue listening to the
Invest Like The Best on YouTube
Q&A with Gokul Rajaram, investor and a former product leader at Google, Meta, and others, on AI changing product development, building ad businesses, and more
Gokul Rajaram joins Patrick to discuss the seismic shift in product building driven by AI. As a legendary operator (Google, Facebook, Square, DoorDash) and p...
2026-01-06
Thank you @t_xu for setting the record straight. I worked at @DoorDash for 5+ years and can attest that the behavior described in the original post is completely antithetical to all that the company stands for and strives to be every single day.
The Verge
A viral Reddit post by a purported developer alleging that a “major food delivery app” exploits drivers appears AI-generated; Uber and DoorDash deny the claims
2025-11-20
I instantly fell in love with @askalphaxiv - it's become my primary source for understanding the latest in ML research before they hit the mainstream.But AlphaXiv goes far beyond a passive website to read papers. It's bringing together papers, benchmarks, tools and workflows to
SiliconANGLE
AI academic research hub alphaXiv, which lets users comment on, annotate, and discuss arXiv papers, raised a $7M seed co-led by Menlo Ventures and Haystack
Mike Wheatley / SiliconANGLE :
2025-11-08
Incredible milestones for a generational company. Proud to be an investor and support @immad and team @mercury as they redefine banking.
Fortune
Neobank Mercury says it has hit $650M in annualized revenue, up from $500M by end of 2024, and has been GAAP profitable on net income and EBITDA for three years
In fintech, most companies burn cash chasing growth at any cost, but for us? … Carly Lippman : Almost four years in at Mercury and I'm still so proud of what we're building. Loved...
2024-10-22
Stablecoins are already transforming financial services due to unmatched speed, lack of friction and ease of use, and it's only going to accelerate. Excited for @railfinancial and Stripe/Bridge to help grow this.
CoinDesk
Stripe announces a finalized deal to buy stablecoin infrastructure company Bridge; Michael Arrington says the deal is worth $1.1B; Bridge has raised $54M
Jamie Crawley / CoinDesk :
2024-08-11
I am still numb and trying to process Susan's passing. It is an unimaginable tragedy because it just seems wrong for such a truly GOOD person to be taken away so early. Google would not be Google without Susan. She ran or deeply influenced every single product in the first 10-15
Washington Post
An obituary of Susan Wojcicki, who was one of the most prominent women in Silicon Valley, helped launch and grow AdSense, and pushed for Google to buy YouTube
Ms. Wojcicki, who helped build Google, was one of the most prominent women in technology. — Susan Wojcicki, whose garage …
2024-06-13
Congrats to the @Canary_Tech team on this significant milestone towards their mission of revolutionizing guest technology in hospitality. Great work @HarmanSN, @satjot and team - let's go! 📈
TechCrunch
Canary Technologies, which offers tools for hotel guest management, raised a $50M Series C led by Insight Partners, bringing its total raised to nearly $100M
Christine Hall / TechCrunch :
2023-12-19
ON FIGMA I first met @zoink a decade ago. In our first meeting, I was blown away by his long-term ambition and vision, clarity of product thinking, and attention to detail. The same qualities have helped build @figma into an incredible and beloved product and company, and I'm...
Reuters
Adobe and Figma end their $20B merger, announced in September 2022, over “no clear path” to EU and UK antitrust approval; Adobe owes Figma a $1B termination fee
Adobe (ADBE.O) on Monday shelved its $20 billion cash-and-stock deal for cloud-based designer platform Figma …
2023-11-03
Square (@Square) has always had a unique ecosystem of consumer and merchant products, setting it apart from peers. Each of the merchant and consumer ecosystems does $4B in annualized Gross Profit. What was missing from the narrative so far was a focus on the bottom line. And...
MarketWatch
Block reports Q3 revenue up 24% YoY to $5.62B, vs. $5.4B est., profit up 21% YoY to $1.9B, Square profit up 15% YoY, and Cash App profit up 27% YoY; SQ up 10%+
‘Really what we expect to see next year is meaningful margin expansion,’ CFO says — Block Inc. reported better …
2021-12-21
0/ So happy for the @truebill team today. Truebill cofounders Yahya, Ideis and Haroon Mokhtarzada are three of the best entrepreneurs I've had the pleasure of working with. They, and the fantastic team they've built, are a true treasure. Congrats! https://www.google.com/...
Yahoo Finance
Rocket Companies, a consumer finance-focused holding company, will pay $1.275B in cash to acquire personal finance app Truebill, which has 2.5M members
Brian Sozzi / Yahoo Finance :
2021-08-02
Brilliant move by @Square, 25% dilution baller move, cross cuts across both merchant and consumer ecosystems. Not to mention the global footprint, which was a huge Achilles heel. Telling to see statements from both Alyssa and Brian in the press release. https://squareup.com/...
Reuters
Square says it's buying Australia-based buy now, pay later service Afterpay for $29B in an all-stock deal, paying a 30% premium on Afterpay's last closing
U.S. fintech company Square Inc (SQ.N) said on Monday it had agreed to purchase Australian buy now/pay later giant Afterpay Ltd …
2021-06-11
Congrats to @MaxRhodesOK @kolovson and the entire @faire_wholesale team on this milestone to continue helping independent retailers globally thrive and grow. https://news.faire.com/...
Reuters
Online wholesale marketplace Faire, aimed at small retailers and brands, raises $260M led by Sequoia Capital at a $7B valuation
launching in Europe, beating all projections, and reaching $1B in annual volume in only 4 years. Shopping local is on! And now, another milestone.... https://news.faire.com/... Del...
2021-04-14
Fascinating article in WSJ on @stripe: https://www.wsj.com/... 2020 GP: $1.6B, up 70% YoY Interesting to compare to @Square 2020: Seller GP $1.5B up 15% YoY, Cash App GP $1.2B up 150% YoY. Total GP $2.7B up ~50% YoY. https://s27.q4cdn.com/...
Wall Street Journal
Sources: Stripe's revenue rose nearly 70% last year to about $7.4B as the pandemic boosted e-commerce
2021-04-01
Congrats to the @tonal team! As one of the earliest users of the product, I fell in love with it and was excited to invest and support them early on. It's becoming a movement 🙌 https://techcrunch.com/...
TechCrunch
Tonal, which makes a smart home strength training workout system, raises $250M Series E at a $1.6B valuation; Tonal's sales rose 800% from Dec. 2019-Dec. 2020
JP Mangalindan / TechCrunch :
2021-02-27
Circle of (tech) life: 7 years after acquiring @jbensamo's company Pins at @Square, I'm excited to invest in his next co @fidogsbark Fi's mission is audacious and powerful: be the platform to connect pets with their humans. They've made tremendous progress but still <1% done. https://twitter.com/...
TechCrunch
Fi, whose connected dog collars send users notifications when their dogs travel out of AI-determined geofenced areas, raises $30M Series B at a $200M valuation
2021-02-26
I still remember my first call with @Arobichaux in 2016 - I was incredibly impressed with his vision and approach to scale coaching, a problem that has plagued every company I've worked with/at. I committed during the call over the phone (I was driving) without meeting him. https://twitter.com/...
Bloomberg