alex 🏴☠️🇺🇸🇺🇦 @alex
Journalist. @twistartups, @CaOptNews. Dad x3. He/Him. Black Lives Matter. I podcast and write. Hey! linktr.ee/alexwilhelmwri… Providence Joined July 2007-
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Sources: Shenzhen-based humanoid robot manufacturer EngineAI has filed confidentially for a Hong Kong IPO; the company was last valued at $1.5B in April 2026 (@julia_fioretti / Bloomberg) (Visit Techmeme dot com for the link and full context!)
would not shock me; month two price more interesting but seems that traders expect it to hold above $2T by EOY polymarket.com/event/spacex-i…
Polymarket currently gives SpaceX a 48% chance of closing its first day of trading above a $2.2 Trillion market cap
This is gonna be a big story that @agarfinks hit...on the nose! 👃 “How many people think that they have bought into SpaceX, but they’re actually just funding some dude’s coke habit in Miami? The number is not zero,” said Anduril cofounder Matt Grimm fortune.com/2026/06/11/as-…
🚨Fars semi official news agency which is affiliated with the IRGC quoted an "informed source close to Iran's negotiation team" as saying that "no text for a preliminary memorandum of understanding with the United States has been approved"
🚨🇺🇸🇮🇷Trump cancels Iran strikes as mediators claim deal close. My story on @axios axios.com/2026/06/11/tru…
Trump’s Truth Social suggesting an imminent agreement with Tehran surprised Netanyahu — who was in the midst of a security discussion about Iran, an Israeli source tells @talshalev1 Israel was not aware of any impending agreement with Iran, the source said, or of any approval to an agreement
had a blast joining This Week in Startups yesterday, talking all things IPOs, shifting founder / VC power dynamics, new model releases, application layer AI, and mentioning @ManevaAI and @noxmetals thanks for having me! enjoyed our lively conversation @michaeldowning @ttunguz @alex
Two days before SpaceX launches the largest IPO in history at a flat $135/share, our VC roundtable drops a scorcher: The top 1% of seed deals might actually be underpriced. Plus: the "Sequoia scam" dual-tranche controversy, tokens-for-equity deals, and whether Claude Fable 5 is a
holy shit that's not good: "The producer price index, a measure of final demand costs, increased a seasonally adjusted 1.1% on the month, putting the 12-month wholesale inflation rate at 6.5%. Economists surveyed by Dow Jones had been looking for a monthly move of 0.7%." cnbc.com/2026/06/11/pro…
Why let Meta have all the fun?
Google's philanthropic arm, Google․org, commits $50M to help train 300K+ skilled trade workers across the US, amid a shortage of workers for AI projects (@MadisonMills22 / Axios) (Visit Techmeme dot com for the link and full context!)
👀 The policy framework Anthropic just released calls for policymakers to seed capital accounts (like Trump Accounts) with "equity in AI companies, so that beneficiaries share directly in nearer-term gains from AI-driven growth": www-cdn.anthropic.com/files/4zrzovbb…
PRC-linked influence operations are targeting AI debates in the US: “The targeting of OpenAI & US data center buildouts is significant not because the operation appears to have shifted public opinion, but because it shows PRC-origin influence operators testing narratives against AI infrastructure – a foundation of US technological leadership, economic growth and the broader democratic AI ecosystem” openai.com/index/prc-link…
Today I'm publishing a new essay, Policy on the AI Exponential. AI is progressing extremely fast—much faster than the policy process was built to handle. The essay lays out where I think the technology is now, and the action needed to close the gap: darioamodei.com/post/policy-on…
So much for free speech
CNN's resident fact-checker Daniel Dale hasn't conducted an on-air fact check of Trump in more than three months, a stretch that coincidentally began around the same time Paramount announced its merger with WBD status.news/p/daniel-dale-…
Very interesting and scary report from Morgan Stanley The financial engineering behind hyperscaler capex The truly unsettling part of the AI boom isn’t how much money is being spent It’s how that money is being engineered through accounting Hidden liabilities (> $1.8T) Huge obligations sit off‑balance‑sheet: nearly $1T in purchase commitments, $800B+ in leases not yet started, $2T+ in RPO. Future cash outflows that don’t show up as debt. The coming depreciation hit Profits look good only because spending is stuck in CIP. Big Tech faces $520B+ in depreciation over 3 years. ORCL’s depreciation ratio: 7% → 28%. Supplier financing pressure Unpaid capex is ~$110B. ORCL’s DPO exploded from 35 → 170 days. The whole supply chain is effectively financing the AI build‑out. Lease accounting gray zones Whether GPU contracts count as leases or services is subjective — and companies use that flexibility to shift billions on/off the balance sheet. $ORCL = the most aggressive Largest lease commitments, RPO up 300%+, capex‑to‑sales hitting 189%. Oracle is running the highest financial leverage in the ecosystem.
I shared this note earlier today with the entire team at Opendoor. Today we began to say goodbye to our colleagues in India as we wind down our India operations. Our customers are in America, and that's where our operational work belongs.
lol
NEW: Anthropic is walking back Claude Fable 5's policy to covertly degrade performance for competing AI researchers, after facing fierce backlash. “We’re changing Fable 5’s safeguards for frontier LLM development to make them visible,” Anthropic tells WIRED. “We made the wrong
NEW: Ramp AI Index for June 2026 1. We expected OpenAI to gain on the launch of Codex. It held flat in business adoption last month. 2. Anthropic grew 2.5% points to 41% of firms. It's now driving new AI adoption with never-adopters. We also made methodological updates to better capture spend on bill pay. OpenAI adoption was higher over the 2023-2025 period, but Anthropic remains the most popular model among businesses today.
Recently, we purchased one of each Anthropic/OpenAI subscription plan and randomly ran long horizon coding tasks until we exhausted the weekly limit. It's widely believed that a $200/month plan maxes out at ~$2000/month worth of tokens (assuming API pricing). However, we found that the subscriptions are actually far more generous. (2/4)
Natasha Mascarenhas @nmasc_
54K Followers 5K Following I write about venture capital & the circles that run Silicon Valley for Bloomberg @technology. Find me on Signal at +1 925 271 0912.
Alex Konrad @alexrkonrad
90K Followers 4K Following Founder and editor of @upstartsmediaco, a new tech publication focused on the startup ecosystem. Previously @Forbes senior editor. Email: [email protected]
Dan Primack @danprimack
161K Followers 5K Following Biz editor @Axios. Pro Rata newsletter. [email protected]. Native Masshole. DM for Signal/Telegram.
Mary Ann Azevedo @bayareawriter
43K Followers 7K Following Freelance writer @CrunchbaseNews, @ThisWeekinFintech, @CrainCurrency Ex-@TechCrunch. Believer in the power of kindness. [email protected].
Jeff Richards @jrichlive
66K Followers 3K Following Venture capitalist @notablecap, 2X founder, 4X dad, praying for @Dartmouth 🏀 return to Final Four *not investment advice, *wrong often 🤞
Katie Roof @Katie_Roof
56K Followers 6K Following Deputy Bureau Chief, venture capital @theinformation. Ex Bloomberg, WSJ, TechCrunch. “Scoop athlete of the century” -@TBPN. 🇺🇸 from 🌁
Ashley Mayer @ashleymayer
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Mike Murphy @mcwm
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Kate Clark @KateClarkTweets
60K Followers 1K Following Following the money. Reporter @WSJ. Signal: kateclark.77
Jacquelyn Melinek @jacqmelinek
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Zach Coelius @zachcoelius
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Zak Kukoff @zck
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Ron Miller @ron_miller
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Jenny Fielding @jefielding
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Meagan Loyst 🧚�... @meaganloyst
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erin griffith @eringriffith
74K Followers 1K Following New York Times reporter // Startups and VC 🦄 Writing a book about the startups in the ZIRP era🦄
villi @villi
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Creator @Creatorabzn
21 Followers 545 Following
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ابوشاهين عي... @6xlvat
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سيف الخليدي @n6bm0n
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Cyrus @zenparyavi
343 Followers 3K Following Technologist, Explorer, Agnostic | PhD in Electrical & Computer Engineering | Smart Camera Developer | Using CV, Robotics & IoT to Save Coco Palms
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255 Followers 6K Following
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Sujon Das @SujonDasf2qa
5 Followers 45 Following
Vg Rao @VgIitkgp
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كمال بالآني @5zezbm
2 Followers 50 Following
Xingxing @Xingxing2ngk
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Kalyan Jadhav @KalyanJadh2hw
1 Followers 78 Following
Ralphael Lundt @RLundt20993
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52 Followers 307 Following
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98 Followers 2K Following
Anthony Lombari @anttarri
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La Frase Casual @LaFraseCasual
62 Followers 2K Following Las Frases de lo que pasa en nuestra vida diaria, Casual ¡¡¡
RAMΞN 🍜 | Asteroi... @AsteroidLabsX
21K Followers 3K Following Ambassador @MaestroBots @CoinTerminalCom | 東京 | $ETH $BTC $BNB $WLFI | ガチホ勢 💎🍜 | 静かに積みながらラーメンでチル 🇯🇵🇻🇳
Brayden Thibert @BraydenThibert
3 Followers 270 Following
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Dom.hl @dominikskarka
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9 Followers 239 Following
Brian Kilmeade @kilmeade
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Dario Guerrero @darijavi2015
238 Followers 2K Following Bailarin de musica Folklor en el Ballet Ecuatorianisima Internacional +593988692501 whatsapp y llamadas
LÖCÖ LÖCÖ @LocoCocoXisu
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herrmann groypr 🇮�... @holohoaxgroypr
100 Followers 3K Following 6 million + followers | rts dont constitute endorsement
Photo Bank @ImpressionDeals
12 Followers 361 Following Photo Lover. Chasing lights by camera. Follow for unique and Gen Z vibe
Natasha Mascarenhas @nmasc_
54K Followers 5K Following I write about venture capital & the circles that run Silicon Valley for Bloomberg @technology. Find me on Signal at +1 925 271 0912.
Alex Konrad @alexrkonrad
90K Followers 4K Following Founder and editor of @upstartsmediaco, a new tech publication focused on the startup ecosystem. Previously @Forbes senior editor. Email: [email protected]
Dan Primack @danprimack
161K Followers 5K Following Biz editor @Axios. Pro Rata newsletter. [email protected]. Native Masshole. DM for Signal/Telegram.
Mary Ann Azevedo @bayareawriter
43K Followers 7K Following Freelance writer @CrunchbaseNews, @ThisWeekinFintech, @CrainCurrency Ex-@TechCrunch. Believer in the power of kindness. [email protected].
Jeff Richards @jrichlive
66K Followers 3K Following Venture capitalist @notablecap, 2X founder, 4X dad, praying for @Dartmouth 🏀 return to Final Four *not investment advice, *wrong often 🤞
Katie Roof @Katie_Roof
56K Followers 6K Following Deputy Bureau Chief, venture capital @theinformation. Ex Bloomberg, WSJ, TechCrunch. “Scoop athlete of the century” -@TBPN. 🇺🇸 from 🌁
Ashley Mayer @ashleymayer
63K Followers 3K Following Co-founder and GP @coalitionvc, investing in pre-seed/seed startups. Co-host of @greatchatpod. Former comms pro @Glossier, @SocialCapital, @Box.
Mike Murphy @mcwm
25K Followers 957 Following EIC @IBMResearch. Raised in Britain with a Brooklyn accent. Longtime reporter. Views mine.
Shai Goldman @shaig
48K Followers 236 Following
Kate Clark @KateClarkTweets
60K Followers 1K Following Following the money. Reporter @WSJ. Signal: kateclark.77
Jacquelyn Melinek @jacqmelinek
48K Followers 674 Following Award-nominated host and founder of @StrataMedia_ (Brands: @TokenRelations, @_TalkingTokens & @TheMarketRunup) Also co-host of @CryptoAmerica_
Zach Coelius @zachcoelius
31K Followers 4K Following Hopelessly addicted entrepreneur. Currently investing in other great entrepreneurs. My User Manual: https://t.co/Yv6Qp1hyy2 Rolling Fund: https://t.co/xTWKHJJODL
Nik @NikMilanovic
33K Followers 436 Following Fintech enthusiast @twifintech Founder @thestablecon General Partner @thefintechfund The dogs bark but the caravan moves on
Zak Kukoff @zck
40K Followers 777 Following Member of policy staff. Lobbying government for builders at Lewis-Burke. Board @joinfai Action. Only good posts: https://t.co/dWFJDvIIKu
Ron Miller @ron_miller
23K Followers 2K Following TechCrunch enterprise reporter, Boston sports fanatic. [email protected]. https://[email protected]
Jenny Fielding @jefielding
43K Followers 3K Following Managing Partner, @EverywhereVC investing in pre-seed founders building the future of money, health and work 🚀
Rex Salisbury @rexsalisbury
24K Followers 2K Following Founder & GP @ Cambrian VC (pre-seed/seed in fintech). https://t.co/sf8DhZK8Y3. ex Partner @a16z fintech. +1 @amdulin.
nihal @nihalmehta
28K Followers 2K Following @eniacvc @pitchandrunnyc @humanunicornpod. blessed dad 👦🏽👨🏽🐶. proud husband @reshmasaujani. jodhpur jain born in iowa 🇮🇳🇺🇸
Meagan Loyst 🧚�... @meaganloyst
48K Followers 611 Following Founder of @GenZVCs 💫 , Advisory Board @GirlsWhoInvest 💘 👑 Queen of Gen Z VC… or so they call me 😉 ask me about taylor swift 💗
Michael Downing @michaeldowning
3K Followers 3K Following Silicon Valley serial entrepreneur - early-stage Venture Investor - Co-founder 6 software companies| 4 rock-bands| 2 children| 3 acquisitions| 1 IPO
Minna Song @minnasong
2K Followers 50 Following CEO & Co-Founder @Elise_AI Building AI to transform housing & healthcare
Kinling Lo 盧建靈 @kinlinglo
11K Followers 3K Following Tech Reporter @restofworld. Former Beijing-based Correspondent @scmpnews. Alum @jmschku. Tips and story ideas : [email protected]
Russell Fradin @rfradin
7K Followers 3K Following CEO / co-founder @larridin Previously founded / built / sold DynamicSignal & Adify Early at Flycast & comScore Helped Carbon Health, Udemy, TubeMogul, etc...
Sriram Krishnan @sriramkri
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Pauline P. Narvas @paw_lean
19K Followers 1K Following Developer Experience @OpenAI, prev @vercel 🫒 Oliver's wife 💜 Sharing thoughts in pixels since '08 🏋🏻♀️ Powered by endorphins
GREG ISENBERG @gregisenberg
671K Followers 980 Following I drop startup ideas daily. Host @startupideaspod. CEO: @latecheckoutplz we build companies like @ideabrowser, @meetLCA, @boringmarketer etc
sam mcallister @sammcallister
22K Followers 1K Following some people call me smca. member of staff at @anthropicai. prev at stripe.
Brian Kilmeade @kilmeade
930K Followers 5K Following Co-anchor, Fox & Friends host, The Brian Kilmeade Radio Show, One Nation host, NY Times Best Selling Author. https://t.co/aBPzrFtx1t
Ali Youngblood @imaliyoungblood
195 Followers 971 Following a little of this, a little of that community & events @kindredventures | formerly @foundationcap & @typeonevc
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184K Followers 16K Following Dad, Dev, CEO, 4x Founder. Building @HelloUntangle
Anna Tong @annatonger
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Alistair @AlistairPullen
7K Followers 790 Following @cosineai - Building frontier AI for sovereign environments
Karri Saarinen @karrisaarinen
89K Followers 1K Following ceo of @linear 🇫🇮🇺🇸 previously: @coinbase @airbnb, YC alumni
Kristen Welker @kwelkernbc
392K Followers 3K Following Moderator of @meetthepress. Links and retweets aren't endorsements. Opinions are my own.
Cristina Criddle @CristinaCriddle
15K Followers 8K Following Tech correspondent @FT covering AI | podcast Tech Tonic: Artificial Intimacy | Documentary: The Instagram Effect | [email protected] // DM for signal
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18K Followers 13K Following Tech investor & mouse jiggler. Previously co-Founder at Hired & 99designs. INTJ with a Questioner tendency. 🇨🇦
Aaryan Gondal @AaryanGondal
650 Followers 1K Following Founder & CEO @chardiai | BD North America @GOQii | Prev @patricofco | @babson ‘26 | Football | Formula 1 | AI | Blockchain | Health Tech | Tinkerer/Builder
Jean-Denis Greze 💡 @jgreze
5K Followers 589 Following Co-Founder and CEO at https://t.co/sff289lxk0 (@TownAI). Ex-CTO @Plaid. Investor at @ASDFVentures. Everything is satire.
Town @TownAI
2K Followers 48 Following Town is the unusually helpful AI assistant. Meet your Townie: https://t.co/5HtAMKoZYE
UBTECH Robotics @UBTECHRobotics
96K Followers 1K Following As a leading humanoid robots and smart service robots company, we bring intelligent robots into every family, making everyday life convenient and intelligent.
Anastasiya Paraskevov... @UkrainianAna
49K Followers 727 Following Slava Ukraini 🇺🇦 If anyone wishes to support my work as a volunteer, here is my PayPal: [email protected]
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92K Followers 330 Following Liquid rocket engine development, racecar driver, grandfather, CEO and CTO at Impulse https://t.co/XBThLja8eL
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Tal Fortgang @tal_fortgang
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Microsoft @Microsoft
13.1M Followers 1K Following We're on a mission to empower every person and every organization on the planet to achieve more. Support: @MicrosoftHelps
kristian stout @kristianstout
1K Followers 1K Following Director of Innovation Policy at @LawEconCenter father; attorney; musician; silversmith; 315lb BP equipped/ 275lb raw. i also like to draw comic books
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Benni @BenniDaytime
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Scott Patterson🧺�... @ScottPatterson0
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Sue @suekhim
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Tom @TomPrickett
671 Followers 3K Following Work with customers @ResolveAI. Prev @OpenAI @Stripe @Slack @Salesforce
General Intelligence ... @intelligenceco
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Maxime Labonne @maximelabonne
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