AI-native companies are reaching $100M ARR in record time, a milestone that used to take software companies five or more years. This growth curve looks fundamentally different from traditional software companies. What sets these outliers apart?
Key points
Growth Curve: AI-native companies are growing at an unprecedented rate, reaching $100M ARR in one to three years.
Traditional Software: Software companies typically take five or more years to reach this milestone.
Outlier Characteristics: The growth curve for AI-native companies looks fundamentally different from traditional software companies.
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Portable Nuclear Microreactors and AI-Powered Robots
The latest from Felicis: RadiantNuclear landed a U.S. Army agreement worth up to $750M to deploy 15 portable nuclear microreactors. SkildAI taught a robot a 10-minute task from a single video with no fine-tuning. Heaviside Industries raised a $60M Series B.
Key points
Portable Nuclear Microreactors: RadiantNuclear landed a U.S. Army agreement worth up to $750M to deploy 15 portable nuclear microreactors.
AI-Powered Robots: SkildAI taught a robot a 10-minute task from a single video with no fine-tuning.
Heaviside Industries: Heaviside Industries raised a $60M Series B.
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Critical Vulnerabilities in TikTok
Today, The Washington Post covered critical vulnerabilities found in TikTok by depthfirstlabs. These vulnerabilities allowed hackers to access anything on a user's device that TikTok itself could access, including the camera, microphone, payment information, photos, and the user's location.
Key points
Critical Vulnerabilities: depthfirstlabs found critical vulnerabilities in TikTok that allowed hackers to access sensitive user data.
Vulnerability Details: The vulnerabilities allowed hackers to access the camera, microphone, payment information, photos, and location.
Impact: The vulnerabilities had significant implications for user security and privacy.
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Tokenized Equities on Public Blockchains
The SEC's Innovation Exemption clears a path for tokenized equities where the onchain security is the actual share. "A defined U.S. route for trading real tokenized stocks on public blockchains." CoinDesk on what changes.
Key points
Tokenized Equities: The SEC's Innovation Exemption allows for tokenized equities on public blockchains.
Onchain Security: The onchain security is the actual share.
Impact: This clears a path for trading real tokenized stocks on public blockchains.
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CEO Priorities
Perhaps an unpopular opinion: While it is fashionable for a CEO to say they let the stock price take care of itself, great CEOs understand what will drive it long-term and prioritize accordingly.
Key points
CEO Priorities: Great CEOs understand what will drive the stock price long-term and prioritize accordingly.
Impact: This approach is often unpopular but effective in driving long-term success.
CEO Insights: Great CEOs prioritize what will drive the stock price long-term.
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Surrounding Yourself with Great People
It's crazy how much surrounding yourself with the best people early in your career compounds. I was fortunate to join a lot of great communities in my early twenties: DRF, KP Fellows, Google APM, YC. I joined DormRoomFund in 2014 and have made some of my best friends there.
Key points
Surrounding Yourself with Great People: Surrounding yourself with the best people early in your career compounds.
Impact: This can lead to long-term success and meaningful relationships.
Personal Experience: The author joined DormRoomFund in 2014 and made some of their best friends there.
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Young Developers
I've really enjoyed working with this team. SzymonRybczak has been working as a professional dev since he was 14 and left Poland midway through his senior year of high school to do YC. He and o_kwasniewski built Vercel's v0 mobile app. They didn't make a lot of noise during their time at YC.
Key points
Young Developers: SzymonRybczak has been working as a professional dev since he was 14.
Impact: This shows that young developers can achieve great things with hard work and dedication.
Personal Experience: The author enjoyed working with this team.
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AI Storytelling
Every Pocket FM App launch widens the ecosystem around the same mission, helping creators tell their stories to the world. Listen on Pocket FM, watch on Pocket Saga, and from today, write with Sherpa, a free AI story-writing partner that also localizes your story into multiple languages.
Key points
AI Storytelling: Pocket FM App is widening the ecosystem around AI storytelling.
Impact: This helps creators tell their stories to the world.
New Feature: Sherpa is a free AI story-writing partner that localizes your story into multiple languages.