Partners Capital avoided emerging managers early on to limit business risk, but a growing capital base forced them to develop that capability because incumbent managers hit capacity constraints.

Series A fundraising windows for top companies at the $3-10M ARR range have compressed from roughly 12-18 months to as little as one week, with some deals closing in a single day.

Poolside reported zero meaningful on-call wake-up events for engineers across the entire year, signaling exceptional training pipeline reliability.

Partners Capital avoided emerging managers early on to limit business risk, but a growing capital base forced them to develop that capability because incumbent managers hit capacity constraints.

Lenny Rachitsky on the new core artifact of AI product management at Anthropic.

Removing repeated instructions from GPT-5.6 Soul prompts raised benchmark scores by 10-15% and cut token usage by up to 66%, per OpenAI's own findings.

Boris Cherny on Opus 5 running indefinitely without stopping.

Local AI meetups generate clients only after three to six events, not immediately.

Codex (OpenAI) is highlighted as a leading agentic coding product with no current equivalent from Google, making it a key differentiator in the frontier AI race.

“If I had a death wish, I would have just gone and done it. I would have spent nine years training for it.”

“Consensus 2027 EPS change for AI infrastructure stocks. Insane. 42%.”

“If you live in a state where there is an arbitrary power who can have you put to death, you are a slave.”

“We've not been able to discover a single psychiatric condition in which sleep is normal.”

“Walt's line on this was that ABC needed the show so badly that they bought the amusement park with it.”

“Cocoa is to cocaine what potatoes are to vodka.”