What happens when Silicon Valley logs off—the trends, people and companies shaping tech culture.
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Community Commentary
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.
Ivan FatovicCeo, Founder OfModamily
on… A Claude Catharsis: Accepting When Your Life’s Work Becomes Free and AbundantExperiencing this firsthand right now. Eight years ago, I paid a team ~$20K to build a prototype — architecture, schema, the works. Months of coordination, specs, and revisions. This weekend, I rebuilt a comparable version myself in two days. Same founder. Same product instincts. Radically different leverage. The builders who adapt to these tools are going to compound advantage very, very quickly.