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Community Commentary
Zachary MagdovitzPartner, Co-FounderLorimer Ventures
on… When Andreessen Horowitz Has a Sticky Situation to Solve, It Calls ‘The Wolf’Favorite read in a while.
Paul BaierCEOGai Insights
on… Anthropic and OpenAI’s Share of AI Startup Revenues Rises to 89%The key question is weather profit concentration follows the same pattern as this revenue concentration. Apple, Microsoft and Google all has declining margin cost, so scale drove profit concentration. I assume this will occur in these market, but this hasn't yet been the case (likely token price increases by OpenAI and Anthropic next year post IPO will help).
Elizabeth RichardsonConsultant And OwnerElizabeth Richardson LLC
on… Why Trump Officials and VCs Love This Nuclear Power Startup’s Brute-Force ApproachThis is a very balanced story. It shows the hope and the hype in an industry coming of age. July 4, 2026, is not far away. I'll be watching. If Taylor pulls it off? The great American Story. If he doesn't? Echoes of Nikola. I like X-Energy's odds a bit more.