The last AI bagholders
What's driving the AI IPO boom. Also: People keep starting AI labs, Microsoft's addiction memo, and AI meets physical product design.
Happy Friday. The weather in NYC this week has been incredible.
Shoutout to Blackbird for helping me get around the city and setting me up with some great dinners. And thanks to everyone who came out to the new media party I co-hosted at a16z HQ last night. I’m not a sports guy, but go Knicks.
I’ve got a shorter feed check issue today. I’m headed back to the west coast this weekend for Apple’s WWDC on Monday. Ping me if you’ll also be in Cupertino and want to say hi.
In other news, I’m excited to be co-hosting an evening of conversations about AI, the future of the web, and the creator economy with Yahoo at Cannes Lions in a few weeks, featuring Yahoo CEO Jim Lanzone, Beehiiv CEO Tyler Denk, After School’s Casey Lewis, and Cat Goetze of CatGPT fame. If you’ll be on the Crosette on June 23rd and want to attend, ping me.
