Archive

Etched raises $300M at a $10.3B valuation led by Sequoia, Poolside releases an open weights model, and Google raises cap-ex guidance.

Shahin Farshchi from Lux Capital joins the podcast.

Z.AI builds a 1 GW data center powered entirely by Huawei, Skypilot emerges from stealth with $20M seed, and Microsoft teams up with AMD.

Moonshot's Kimi K3 release erased $3.3T in a week and Google reportedly hardwiring Gemini models into silicon.

Huawei releases rack-scale system, CMXT is wildly oversubscribed in public debut.