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Velocity Meter

89 podcasts across capital, markets and technology — five briefings a week. Deal flow, fund performance, and what's actually shipping in AI.

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198 briefings
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Velocity Meter

AI Was Supposed to Accelerate Diligence. It's Killing Deals.

Despite enterprise AI driving significant productivity gains and augmenting platforms like ServiceNow, public backlash escalates into hostility, fueled by economic anxieties and industry rhetoric.

· 11 min read

Velocity Meter Dear Brain Performance

The 3.5% Rule. NVIDIA’s Niche. Why Most Power Metrics Are Wrong.

New research reveals how a tiny fraction of sustained participation can drive massive societal change, while NVIDIA’s strategy highlights how focused architectural plays redefine economic power. The unexpected interplay of leverage, morality, and...

· 12 min read

Velocity Meter Venture

Anthropic’s 1/4 Cost. OpenAI’s "Double Code Red".

The AI landscape fractures: capital consolidates around efficient compute, and traditional defensibility erodes as development cycles compress.

· 11 min read

Velocity Meter

The Ghost in the Codebase: OpenAI’s 1M LOC and Meta's Closed Pivot

OpenAI’s Frontier team just built a 1M+ line codebase with zero human code. While Anthropic’s Mythos model finds 27-year-old flaws, human attention is the new b

· 12 min read

Velocity Meter Market Signals

Data Centers Face Moratorium. AI Expansion Next?

AI growth hinges on data center capacity, but a looming moratorium threatens expansion and could re-price compute infrastructure.

· 12 min read

Velocity Meter Private Equity

Escaping the Factory Model: Triton’s 10% Margin Play and Anthropic’s Mythos Leap

Forget the fear-driven headlines. Seasoned investors and operators reveal how AI is expanding total addressable markets and creating new opportunities.

· 10 min read

Velocity Meter

The Ghost in the Codebase: OpenAI’s 1M Lines of Code and Meta's Surprising Closed Pivot

AI agents are writing entire codebases, but the unseen bottleneck isn't models or tokens—it's the foundational tools struggling to keep up. This means a re-evaluation of how software is built and maintained.

· 12 min read

Velocity Meter Dear Brain Performance

The M16 Failed, the AK47 Didn’t. 53% Lower Dementia Risk and the Iran Oil Choke Point

Leading thinkers are shifting focus: less relentless innovation, more vigilant upkeep. This week, discover the power of maintenance in personal health, organizational dynamics, and global strategy.

· 14 min read

Velocity Meter Venture

Software's vanishing act: 95% of code is now AI-generated and the 20% YC clone risk.

As AI takes over code generation, engineering's true challenge moves upstream. What does this mean for your talent needs and competitive edge?

· 12 min read

Velocity Meter Market Signals

Out of Elon’s shadow: SpaceX's $1.7T orbit and Bitcoin’s 2029 deadline

New advancements in quantum computing accelerate the timeline for breaking cryptographic security, posing an unprecedented challenge for digital assets.

· 13 min read

Velocity Meter Private Equity

40% Of The Internet Is AI: Why AI Readiness is the New Cyber Diligence

Why synthetic content is repricing niche data and 'AI readiness' is the new cyber diligence.

· 10 min read

Velocity Meter

AI-Native Or Die: Meta and Google on the Hook

Melissa Cheals, CEO of Smartly, calls AI-native an "existential choice." OpenAI pivots to robotics; Material science leverages LLMs. Juries hold Meta and Google liable for "addictive design" as Section 230 cracks.

· 11 min read

Velocity Meter Dear Brain Performance

10x faster learning, love on Ozempic, and the dark matter myth

New research suggests GLP-1 medications may inadvertently dampen romantic desire by altering brain regions associated with reward and addiction. This unexpected side effect has significant implications for health tech, pharmaceuticals, and even...

· 13 min read

Velocity Meter Venture

73% of New Enterprise AI Spend: Not OpenAI

New data reveals a significant shift in enterprise AI spending, with Anthropic capturing the lion's share. This signals a new competitive dynamic.

· 13 min read

Velocity Meter Market Signals

The 5% yield breaking point, private credit traps, and a helium crisis

The cost of capital is now the critical choke point, testing illiquid private debt and forcing enterprises to reassess financing assumptions. Geopolitical events are delaying Fed rate cuts, and AI valuations face increased scrutiny.

· 14 min read

Velocity Meter Private Equity

Software’s credit crunch, CoreWeave’s $35B edge, and the 9-cent LLM

Private credit is signaling a correction in SaaS loans, driven by AI's impact and asset-liability mismatches. This isn't 2008, but investors are hedging and stress-testing exposures as valuations fall.

· 11 min read