"The VC arguing for raising less and building software." @phineasb's full segment with @theinformation where he and @akashpasricha discuss: - Has the infra build-out peaked? - Do we now have 'good enough' intelligence? - Is @nikesharora right about the neocloud model? - Can AI software deliver predictable SaaS-like returns? - How will software factories + agent fleets change the way software gets built?

$DELL VC/COO Jeff Clarke says server modernization is fueling more $DRAM & storage demand. And it's just getting started. "That modernization continues to drive consolidation... driving demand for new servers that have more cores, more DRAM, and more storage as we consolidate an aged install base." "We still have 1.2 million assets that are 14G or older in the install base. They have to be upgraded." 1.2M legacy assets still waiting to refresh. This is not a one time catalyst. It is a multi year replacement cycle stacking on top of AI buildout demand for DRAM and NAND.

🥇Crypto VC Tier List for 2026 • S: @a16zcrypto • A: @cbventures • B: @paradigm, @ARKInvest, @galaxyhq, @sequoia, @dragonfly_xyz 📌 The ranking is based on funds’ presence in this year’s crypto funding market: access to major rounds, deal activity, and lead participation. Overall Retail ROI is used as a secondary track record metric.

The honest reason every VC is suddenly an American Dynamism investor, from @jmj: "My theory is that a lot of investors have just gotten wrecked by their AI investments from 2022 to 2025. You invested in ten vertical AI companies, and nine out of the ten got destroyed by Claude or OpenAI. So you're like, oh, this software stuff is really hard. Maybe I'll go do physical world. Hard tech and deep tech haven't gotten easier. It's just that it's the last place where it seems the big labs won't come in and disrupt your company two months after you do the seed. There's also, to be fair, a lot of really interesting things being built in deep tech. The culture and zeitgeist of national interest and the American Dynamism theme has become not only accepted, but embraced. Two or three years ago that theme was still pretty new and for a variety of reasons wasn't the thing people wanted to invest in. Now, everyone wants to be an American dynamism investor."