I asked people which companies have the highest density of talented people they know: 1st. Cognition - 9 votes Equal 1st. Anthropic - 9 votes 2nd. Modal - 5 votes 3rd. OpenAI - 4 votes 4th. Standard Intelligence - 3 votes 4th. Cursor - 3 votes Two votes each: - Ramp - Flapping Airplanes - DeepMind - Long Lake - Applied Compute One vote each: - SpaceXAI - SpaceX (treated separately, one vote was for the AI lab subsidiary and one was for the rocket team) - American Terawatt - Mechanize - Olix - Fluidstack - Chai Discovery - Sail Research - Etched - Core Automation - Specter - Clay - Applied Intuition - Sierra - Hivemind - Bitrig - Retro - Thinking Machines - Decagon - Precigenetics - Pangram - Reflect - Thrive Holdings - Adaption

I asked people: "Which AI equity related newsletters do you like?" The list: Top voted: - SemiAnalysis by @dylan522p @fabknowledge (+ more incl @SKundojjala @andrewlekashman) - 5 votes - FUNDA @FundaAI - 5 votes - Citrini Research by @Citrini (+ @zephyr_z9 @jukan05 and more) - 4 votes - Irrational Analysis by @insane_analyst - 3 votes - Vik's Newsletter by @vikramskr - 3 votes - Fabricated Knowledge by @fabknowledge - 2 votes 1 vote each: - Semi Doped by @semidoped - Key Context by @firstadopter - PhotonCap by @PhotonCap - Nutty by @NuttyCLD - ChinAI by @jjding99 - Interconnects by @natolambert - Beyond The Hype by @enertuition - TMT Breakout by @TMTBreakout - Tech Taiwan - Damnang by @damnang2 - Semiconductor Business Intelligence by @clausaasholm - SemiVision by @semivision_tw - Alex_Intel_ by @Alex_Intel_ Thanks to @TMTBreakout, @BenBajarin, @EricJhonsa, @TMTLongShort, @TBU12345678, @damnang2, @jaygoldberg, @Midnight_Captl, @illyquid, @mzuhair123, @bubbleboi, @insane_analyst, @lithos_graphein for the recs. (There were no self-nominations/self-votes.)