A look at why Dotcom Bubble comparisons to the AI boom are off, vertical SaaS is up +3% last 12 months vs. horizontal SaaS down 35%, and other reflections on AI — This week I co-wrote Redpoint's 2026 Market Update for our Limited Partners with my colleagues @AdilBhatia and @lydianday.
A profile of Mark Lanier, a TX lawyer and part-time pastor who beat Meta and Google in the LA social media case and said Zuckerberg was “rattled” on the stand — Plaintiff's attorney Mark Lanier uses props and parables to challenge social-media giants, drugmakers and manufacturers …
Report analyzing payments of 28M US consumers shows Claude adding paid subs at a steadily increasing pace; Anthropic: paid subs have more than doubled this year — Whatever the final outcome for Anthropic from its feud with the Department of Defense, the attention it has generated …
Filing: Kalshi has secured a license allowing it to offer margin trading to users, which would make the platform more appealing to institutional investors — Kalshi Inc. has secured a license allowing it to offer margin trading to users, a feature that would make the prediction market platform …
The FBI confirms Iran-linked Handala breached Kash Patel's personal email but says the data accessed was “historical in nature” and involves no government info — Lorenzo Franceschi-Bicchierai Zack Whittaker — A hacking group backed by the Iranian government dubbed “Handala” …
Sources: X let go of 20+ staffers in nontechnical roles ahead of a SpaceX IPO; X staff have been told to focus on growing revenue since xAI brought on a CRO — Redundant roles have been removed as the social-media company tries to boost profit and integrate with Musk's space-exploration company
Sources: Apple plans to open up Siri to run any AI service via App Store apps in iOS 27, dropping ChatGPT as exclusive partner in Apple Intelligence and Siri — Apple Inc. plans to open Siri to outside artificial intelligence assistants, a major move aimed at bolstering the iPhone as an AI platform.