Some Personal Agent News, CharlestonAI Founder Joins, 10%, Mikey Shulman, Keith Rabois
John Coogan and Jordi Hays break down Apple's iPhone Duo foldable phone launch under John Ternus, Meta's release of its Muse AI personal agent, and the industry debate sparked by an Anthropic researcher's resignation over AI extinction risk. They are joined by Sequoia's David Cahn on AI infrastructure investing, Suno CEO Mikey Shulman on music model V6 and label revenue sharing, Khosla Ventures' Keith Rabois on startup valuations and tech optimism, writer David Perell on architectural revival and aesthetics, Charleston AI founder Jim Riley on running a physical AI storefront, and Type founder Fletcher Richman on multiplayer AI workspaces.
- Anthropic pre-training researcher Jacob Coxon resigned from the artificial intelligence industry after three years across OpenAI and Anthropic, warning both labs are racing toward self-improving superintelligence. Read →
- Apple launched the iPhone Duo, marking the company's first foldable smartphone and John Ternus's first major hardware event as chief executive officer. Read →
- Venture capital has concentrated heavily, shifting from tracking a hundred promising early-stage bets to funding the top 10 mega-cap leaders ahead of public market listings. Read →
- Real estate homogenization stems from a structural shift: homes changed from owner-built custom properties to asset-class developments managed by brokers and spreadsheet models. Read →
- Keith Rabois warns that an IPO misstep or gross margin disappointment from OpenAI or Anthropic would trigger an immediate, sharp reset for private venture valuations across the sector. Read →
- Meta launched Muse, a standalone consumer agent designed to make online purchases, manage email, and book restaurant reservations autonomously. Read →
- Suno released model V6 alongside V6 Wild, cutting generation latency while broadening expressive range for amateur and professional creators. Read →