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TECH VENTURE NAVIGATOR

YOUR WEEKLY PLAYBOOK FOR TECH, AI, AND VENTURE

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Venture Capital

+2

Anthropic Built an AI That Hacked Every Major OS. Then Gave It to Apple, Google, and Microsoft to Fix Themselves.

Apr 29, 2026

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9 min read

Anthropic Built an AI That Hacked Every Major OS. Then Gave It to Apple, Google, and Microsoft to Fix Themselves.

Claude Mythos found thousands of zero-day vulnerabilities in every major operating system and web browser. Anthropic restricted it from public release and launched Project Glasswing with AWS, Apple, Google, Microsoft, and Nvidia. GPT-5.5 shipped as OpenAI's first real agent runtime. DeepSeek V4 dropped with 1.6 trillion parameters and a 7x price gap to Claude. YC published its most ambitious Request for Startups ever. Chamath deep dives prediction markets at $6B weekly volume. Plus: why seed math just broke and how to actually cold email an angel. | Funding Radar | VC Research | Tools**

Kenneth Kelly
Kenneth Kelly

Venture Capital

+2

Jensen Sees $1 Trillion. YC Just Had Its Best Batch Ever. And a Judge Says the Pentagon Is "Punishing" Anthropic.

Mar 25, 2026

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17 min read

Jensen Sees $1 Trillion. YC Just Had Its Best Batch Ever. And a Judge Says the Pentagon Is "Punishing" Anthropic.

Nvidia GTC delivered $1 trillion in purchase orders, a new Groq-powered inference chip, and the "ChatGPT moment for autonomous driving." YC W26 Demo Day featured the strongest batch in history with one startup at $27M ARR. GPT-5.4 beat humans at using a computer. Lenny's data shows AI hiring is hockey-sticking while Oracle fires 30,000. Chamath deep dives prediction markets at $6B weekly volume. A federal judge questioned the Pentagon's Anthropic ban yesterday. Plus: Chris Tottman on the GTM mistake killing startups. | Funding Radar | VC Research | Tools

Kenneth Kelly
Kenneth Kelly

Venture Capital

+2

LeCun Raises $1B to Prove Everyone Wrong. GPT-5.4 Can Use Your Computer. And Oracle Fires 30,000 to Pay for AI.

Mar 11, 2026

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16 min read

LeCun Raises $1B to Prove Everyone Wrong. GPT-5.4 Can Use Your Computer. And Oracle Fires 30,000 to Pay for AI.

Yann LeCun raises $1.03B for world models in Europe's largest seed round. GPT-5.4 launches with native computer use and beats human performance. Nvidia backs Mira Murati with a gigawatt-scale deal. Oracle plans to cut 30,000 workers to fund AI infrastructure. Chamath publishes a deep dive on equity tokenization. Jensen Huang promises to "surprise the world" at GTC next week. Plus: Anthropic legal update, funding radar, and the tools that matter. | Funding Radar | VC Research | Tools

Kenneth Kelly
Kenneth Kelly

Venture Capital

+2

Anthropic Said No. The Market Said Yes. And OpenAI Just Raised $110 Billion.

Mar 3, 2026

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18 min read

Anthropic Said No. The Market Said Yes. And OpenAI Just Raised $110 Billion.

Anthropic refuses the Pentagon and gets banned from every federal agency. Claude hits #1 on the App Store. OpenAI raises $110B from Amazon, Nvidia, and SoftBank. Perplexity launches a 19-model AI command center. Bezos raises tens of billions to buy entire industries with AI. Plus: why the Anthropic standoff matters more than any funding round this year. | Funding Radar | VC Research | Video + Podcast of the Week | Tools

Kenneth Kelly
Kenneth Kelly

Venture Capital

+2

OpenAI Just Blinked: $600B Compute, a $1T IPO, and the Real Question Nobody Is Asking

Feb 23, 2026

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22 min read

OpenAI Just Blinked: $600B Compute, a $1T IPO, and the Real Question Nobody Is Asking

OpenAI cuts its spend target in half and admits the math didn't work. Google declares two AI startup categories dead. Fei-Fei Li raises $1B for spatial AI. Grok 4.20 drops with 4 collaborating agents. Plus: the 5-question kill test I now use on every AI deal. | Funding Radar | VC Research | Video + Podcast of the Week | Tools

Kenneth Kelly
Kenneth Kelly

Venture Capital

+2

# The Week AI's Builders Started Walking Away: ChatGPT Ads, 9 Resignations & $16B for Waymo ⚡

Feb 18, 2026

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20 min read

# The Week AI's Builders Started Walking Away: ChatGPT Ads, 9 Resignations & $16B for Waymo ⚡

Anthropic Won the Super Bowl. OpenAI Launched Ads Anyway. And the People Who Built AI Safety Started Leaving. | Dario Amodei: Video of the Week | Funding Radar | VC Research | Tools

Kenneth Kelly
Kenneth Kelly

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