Journalist. @CaOptNews. Dad x3. He/Him. Black Lives Matter. I podcast and write. Hey!
Providence
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Written words: Cautiousoptimism.news
Spoken words: @twistartups
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alex ๐ดโโ ๏ธ๐บ๐ธ๐บ๐ฆ retweeted
Cognition has crossed $1B in annualized revenue run rate.
This milestone belongs to our customers. Here's how a few of them are building with Devin.
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Itโs only self-interest if it comes from the EA region of Silicon Valley. Otherwise, itโs just sparkling optimism.
Itโs absurd that we have folks literally on the payroll of Meta and A16Z talking about how well-funded the AI safety community is while touting the obviously self-interested takes of NVIDIAโs CEO.
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alex ๐ดโโ ๏ธ๐บ๐ธ๐บ๐ฆ retweeted
Corgi lays off Trevor Owens and Jason Saltzman as the instance startup downsizes its cafe expansion team
h/t @calexbearera
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I wonder if muse et al will tank newsletter open rates -- if the bots prioritize emails that are more to-do-ish?
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he has the juice
Never been to the opera before?
Nowโs your chance. Weโre giving away 70,000 free tickets to the @MetOpera at the iconic Lincoln Center. Go to on.nyc.gov/opera to enter the lottery. Thereโs not a bad seat in the house.
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when alexfund
the New Media hack no one's talking about: try having a name that isn't Alex ๐
cool to see our work at Upstarts resonating with founders and PR folks, and appearing alongside so many great new publications and media friends ๐ซก
inc.com/lisa-bonos/inc-s-newโฆ?
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alex ๐ดโโ ๏ธ๐บ๐ธ๐บ๐ฆ retweeted
At the beginning of this year, big portions of @databricks started running on Genie. When finance started doing all their work with Genie, we noticed that they were combining Genie with a Live Cloud Spreadsheet called Row Zero. This combination is really powerful. We met the Row Zero team and were blown away. Today, we're excited to announce that we've agreed to acquire Row Zero. Stay tuned for an awesome experience of Genie + Row Zero:
databricks.com/company/newsrโฆ
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who could have guessed
This is a huge NYT investigation into how Russia uses shell companies and Tether, a crypto coin, to evade sanctions and buy arms.
What it doesn't mention is that the main U.S. backer of Tether is Cantor Fitzgerald, the firm run by Howard Lutnick's sons. nytimes.com/2026/09/24/businโฆ
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alex ๐ดโโ ๏ธ๐บ๐ธ๐บ๐ฆ retweeted
Scoop from @ShenLucinda: Accel in talks to lead Modal raise at $15B valuation axios.com/pro/all-deals/2026โฆ
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alex ๐ดโโ ๏ธ๐บ๐ธ๐บ๐ฆ retweeted
Apropos of Jensen/Ezra, here's a story from The AGI Chronicles about the first time Dario Amodei and Jensen met to discuss Anthropic's compute needs. Didn't go well!
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Jev is cool but surely these instadecacorns areโฆ. risky
Sources: Jev developer TypeSafe is in talks to raise $1B+ at a $10B+ valuation; last week the startup announced a $40M seed, PitchBook says at a $200M valuation (The Information)
(Visit Techmeme dot com for the link and full context!)
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alex ๐ดโโ ๏ธ๐บ๐ธ๐บ๐ฆ retweeted
Some data we recently assembled on entrepreneurship/compute in Europe: eudata.vercel.app.
We hope that one of the useful roles that Stripe can play is in collecting and publishing empirical data pertaining to entrepreneurship and industry in Europe. There's growing appetite to get Europe on a better footing, and cross-sectional comparisons can often shine light on where opportunities lie. If you're interested in this kind of thing, we publish more at stripeeconomics.substack.com.
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