Top Podcast "Liftoff with Keith" is for Entrepreneurs & Innovators in the Startup Ecosystem. 150 episodes and a growing community https://nitter.gq/t.co/6bLuzU8YUH
California
Joined January 2008
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Liftoff: Elon expects "a lot of stranded compute." A neolab says GPU rents are up 2-3x so they'll just resell.
At NeoCloud I sat down with Carmen Li, building the price layer (Silicon Data) and the market (Compute Exchange).
liftoffwithkeith.com/
keithnewman.substack.com/sub…
Liftoff with Ari Kimmelfeld, founder of Commonplace: he calls it a logistics company, not a marketplace. 3,000 vetted drivers move bulky secondhand items nationwide, and the whole thing runs on 15 full time employees. liftoffwithkeith.com/
Liftoff with Carmen Li, CEO of Silicon Data and Compute Exchange: Musk expects stranded compute. A neolab says H100/B200/B300 rentals are up 2-3x, so it just resells. Carmen is building the exchange that prices it. Coming soon to Liftoff. Subscribe free: keithnewman.substack.com/sub…
One the VC front @general_compute raised a $100M SeriesA at $800M valuation betting on non-Nvidia inference chip as skepticism peaks around neoclouds. Oct. filings show fresh war chests @ ex-Benchmark partners fund Diffusion ONE at $1B and Trust Ventures filed for a $400M Fund V.
Yea its intereseting to see the background or thesis of new funds that are popping up! Dallas Disruptive closed a $10B fund one of the year's biggest for $1B checks into 10 late-stage AI and defense companies; its earlier deal-by-deal bets returned $6B on $1.9B invested.
Chip stocks (Broadcom, Nvidia, AMD, Micron) extended their Anthropic-filing rally into a second day, with SK Hynix's blockbuster earnings adding fresh fuel to the AI trade across Asian markets.
Masters of Scale: @Microsoft and @Alphabet both report Q3 earnings and the real test of whether massive AI capex ($175B Microsoft, $1205B Alphabet in 2026) is translating into cloud revenue Wall Street will reward. @GoogleStartups @fundthisfounder @startupindia @msft4startups
Netflix hired former Apple Podcasts executive Steve Wilson to lead podcast content acquisition, sharpening its push into the category as YouTube reportedly offers creators large sums to stay put — podcasts are still a small slice of Netflix's $20B content budget.
First-time financings are hitting a record pace: an estimated 8,625 US startups closed their first-ever venture round through Q3, already beating 2021's full-year record with a quarter still to go, per PitchBook data cited by SaaStr.
Funny papers: What will we say in 10 years? @AnthropicAI filed its S-1 for a Nasdaq IPO (ticker "ANT") reporting $16.3B in first-half revenue (up from $1.2B a year ago) against an $80.7B net loss and a valuation around $2T, which would make it one of the largest listings ever!
Liftoff with Mike Link, COO of Kami Vision. Computer vision built for home security is moving into elder care, starting with fall detection. We got into privacy, earning enterprise trust, and why Kami sells through partners. liftoffwithkeith.com/
Liftoff with Raouf, CEO of CTRL ENERGY: VCs passed on his repairable batteries because they might sell less. He bootstrapped instead and builds them in local microfactories. Subscribe free: keithnewman.substack.com/sub…
Recorded Liftoff with Max Hoffer of Stack Finder. 60-90% churn usually means you're targeting the wrong audience, not that the product is broken. Most companies aren't ready for AI because their data is a mess. Episode coming soon. Subscribe free: keithnewman.substack.com
Keith Newman retweeted
John Legend: "When Vivek Ramaswamy hears of an indicted child abuser who fled the state rather than face charges, instead of siding with the victim, he takes the side of the abuser…Do we want a man with this sort of depraved moral compass to lead our state?"
Keith Newman retweeted
FACT!
This is peak insanity! Trump is so desperate that he's using people who cannot even vote to tell others they should vote RED!
Check out Hammerhead.ai
Keith Newman retweeted
Wow, Stewart Butterfield had just ONE HOUR of total face time with Marc Benioff before Salesforce announced its $27.7B acquisition of Slack, the second-largest software acquisition in history at the time.
“My last meeting with him was cut short because McConaughey arrived.”
Stewart left the company after 18 months; he says the tipping point came when he was invited to Davos to represent Slack and Salesforce. Thinking he would be there to talk to customers, he instead found himself scheduled on a panel about innovation with will.i.am, another of Salesforce’s celebrity spokespeople.
“It was so fucked up.”
Fun read into the culture clash between Slack and Salesforce.
Latest (and probably penultimate) Building Slack post is up: buildingslack.com/salesforce…
What it's like being eaten by the whale
