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VOICE ARCHIVE

Trace Cohen

@trace_cohen
51 posts
2026-02-18
Best performing 2020 fund?
2026-02-18 View on X
Bloomberg

Source: Benchmark's 2020 fund is now worth 10x+ and 2024 fund is 3x what investors put in, based on cash distributions and the paper value of its investments

Natasha Mascarenhas /Bloomberg:

Best performing 2020 fund?
2026-02-18 View on X
The Information

Benchmark hires Jack Altman, the founder of Alt Capital and Lattice, as its fifth general partner; three Alt Capital team members will join him at Benchmark

Benchmark on Tuesday said it had hired Jack Altman, the founder of early-stage firm Alt Capital and HR software company Lattice, as its fifth general partner.

2026-02-11
$100M seed round coming soon...
2026-02-11 View on X
The Information

xAI co-founder Tony Wu says he has resigned, following co-founder Igor Babuschkin's exit in August 2025; Wu was in charge of reasoning and reported to Elon Musk

Why Leaders Keep Ditching Elon MuskAshley Capoot /CNBC:Elon Musk's xAI loses co-founder Tony Wu in latest senior departureMarcus Schuler /Implicator.ai:xAI Loses Half Its Founding ...

$100M seed round coming soon...
2026-02-11 View on X
Financial Times

xAI co-founder Jimmy Ba says he is leaving, the sixth co-founder to depart; sources and social media posts show at least six researchers left in recent weeks

Jimmy Ba will be the sixth member of the founding team to depart  —  A sixth co-founder of Elon Musk's xAI is leaving …

2026-02-10
Woh how much did he pay!? Raised $500M in equity/debt, so I assume $100M+ VC funding from Coatue, Collaborative Fund, Crosslink Capital, General Catalyst and Stripe over 8yrs.
2026-02-10 View on X
The Information

Beast Industries, the entertainment conglomerate founded by MrBeast and last valued at $5.2B, acquires Step Mobile, a teen-focused banking app

$100M seed round coming soon...
2026-02-10 View on X
The Information

xAI co-founder Tony Wu says he “resigned”, following co-founder Igor Babuschkin's exit in August 2025; Wu was in charge of reasoning and reported to Elon Musk

Tony Wu, one of xAI's cofounders, said he has resigned from Elon Musk's AI company.

2026-02-09
Woh how much did he pay!? Raised $500M in equity/debt, so I assume $100M+ VC funding from Coatue, Collaborative Fund, Crosslink Capital, General Catalyst and Stripe over 8yrs.
2026-02-09 View on X
The Information

Beast Industries, the entertainment conglomerate founded by MrBeast and last valued at $5.2B, acquires Step Mobile, a teen-focused banking app

Beast Industries, the entertainment conglomerate founded by Jimmy “MrBeast” Donaldson, has agreed to buy Step Mobile, a teen-focused banking app, the companies plan to announce Mon...

2026-01-30
I heard about this a few weeks ago - it's a reverse hire and license. The employees got together and made it happen to take care of themselves.
2026-01-30 View on X
The Information

OpenAI has hired 7+ employees from AI coding startup Cline, including Nik Pash, who left Cline after posting “imagine the smell” on X regarding an xAI hackathon

OpenAI has recently hired more than a half dozen employees from Cline, a startup that develops an open-source …

2026-01-29
I heard about this a few weeks ago - it's a reverse hire and license. The employees got together and made it happen to take care of themselves.
2026-01-29 View on X
The Information

OpenAI has hired 7+ employees from AI coding startup Cline, including Nik Pash, who left Cline after posting “imagine the smell” on X regarding an xAI hackathon

OpenAI has recently hired more than a half dozen employees from Cline, a startup that develops an open-source …

2026-01-26
Great post that sums up the current tech/VC market and the games being played.
2026-01-26 View on X
SaaStr

Many AI founders now find it necessary to raise at valuations requiring absolute domination of the field; Brex, once valued at $12B, shows the downsides of this

Capital One just announced it's acquiring Brex for $5.15 billion.  An incredible, top .1% “exit” in less than 10 years …

2026-01-25
Great post that sums up the current tech/VC market and the games being played.
2026-01-25 View on X
SaaStr

Many AI founders now find it necessary to raise at valuations requiring absolute domination of the field; Brex, once valued at $12B, shows the downsides of this

Capital One just announced it's acquiring Brex for $5.15 billion.  An incredible, top .1% “exit” in less than 10 years …

2026-01-22
Will 100% sell out. Who ever pays for this will get media coverage - earned + paid.
2026-01-22 View on X
The Information

Sources: OpenAI has begun offering its chatbot ads to dozens of advertisers, initially charging based on ad view, not ad click, asking for <$1M in commitments

2026-01-21
Sure easy to say when you generate $400B after 30yrs
2026-01-21 View on X
Sources

Demis Hassabis says Google doesn't have “any plans” for ads in Gemini and, regarding OpenAI testing ads, says “maybe they feel they need to make more revenue”

During our convo in Davos, Demis Hassabis and I chatted about ads in AI, Google's new deal with Apple, humanoids, and Gemini 4.

$480M seed round! We're so back.
2026-01-21 View on X
New York Times

Humans&, founded by ex-Anthropic, xAI, and Google staff to build collaborative AI, raised a $480M seed from Nvidia, Jeff Bezos, and others at a $4.48B valuation

Will 100% sell out. Who ever pays for this will get media coverage - earned + paid.
2026-01-21 View on X
The Information

Sources: OpenAI has begun offering its chatbot ads to dozens of advertisers, initially charging based on ad view, not ad click, asking for <$1M in commitments

The Information:NEW

2026-01-20
$480M seed round! We're so back.
2026-01-20 View on X
New York Times

Humans&, founded by ex-Anthropic, xAI, and Google staff to build collaborative AI, raised a $480M seed from Nvidia, Jeff Bezos, and others at a $4.48B valuation

As a research scientist at Anthropic, one of the world's leading A.I. companies, Andi Peng was part of a team that tried …

2025-12-26
WOH WAIT Nvidia just windsurfed Groq!? Hire and license strikes again! Hahaha No way they could legally buy them any other way. Damn.... [image]
2025-12-26 View on X
Bloomberg

Nvidia agrees to a licensing deal with Groq; CEO Jonathan Ross and other top executives will join Nvidia; Groq says it will continue operating independently

anybody who knows anything about AI chips knows groq's first gen chips aren't competitive but maybe their upcoming chips might have been able to threaten nvidia? @josephjacks_ : Ov...

WOH WAIT Nvidia just windsurfed Groq!? Hire and license strikes again! Hahaha No way they could legally buy them any other way. Damn.... [image]
2025-12-26 View on X
The Information

Sources: Nvidia's licensing deal with Groq, which has raised ~$1.8B, includes payouts to Groq's key execs and investors, including BlackRock and Tiger Global

Nvidia stunned Silicon Valley on Wednesday by agreeing to pay about $20 billion to license technology from Groq …

2025-12-25
WOH WAIT Nvidia just windsurfed Groq!? Hire and license strikes again! Hahaha No way they could legally buy them any other way. Damn.... [image]
2025-12-25 View on X
Bloomberg

Nvidia agrees to a licensing deal with Groq; CEO Jonathan Ross and other top executives will join Nvidia; Groq says it will continue operating independently

Nvidia Corp. agreed to a licensing deal with artificial intelligence startup Groq, furthering its investments in companies connected …

2025-11-12
This is their partner - $100M rev and almost no funding (yet) but can do $50B deal!? More building and funding! [image]
2025-11-12 View on X
CNBC

Anthropic plans to spend $50B on a US AI infrastructure buildout, starting with Texas and New York data centers in partnership with Fluidstack, opening in 2026

Anthropic announced plans Wednesday to spend $50 billion on U.S. artificial intelligence infrastructure buildout, starting with custom data centers in Texas and New York.