Waymo’s CEO Isn’t Like Elon At All; Enterprise Capital May Quickly Rely upon $1 Trillion Startups; Everyone seems to be Playing and No One is Completely happy; Are MCPs Simply APIs 2.0? and extra++++ [link blog]

A lot to learn however solely 408 hours left within the 12 months… gulp

Elon Musk Has His Imaginative and prescient. Waymo Chief Tekedra Mawakana Says She’s Bought a Higher One [Noah Shachtman/Vanity Fair] – Waymo is magical. Studying this profile made me understand how little we hear from their executives versus how a lot we hear from that different man. They’ve finished over 14 million journeys in 2025 alone and are an amazing instance of expertise altering the on a regular basis bodily world. We’re fortunate right here in SF – could your metropolis get Waymo subsequent!

Need This Listening to Help? Nicely Who Do You Know? [Steven Levy/Wired] – Restricted in launch and $6,800 to begin for an AI-enabled listening to support. However (a) it’s apparently superior and (b) that is how you progress down the associated fee curve over time and (c) listening to aids typically are costly [and not always covered by insurance unfortunately]. The corporate is called Fortell if you wish to study extra.

MCPs: Worth Creation, Seize, and Destruction—Classes from the API Period [Leonis/The Thesis] – Fairly fascinating tackle the place worth will accrue as soon as MCPs are mature within the AI stack, utilizing classes from the proliferations of APIs earlier.

“That period taught us one thing elementary: as soon as the connection layer is standardized, worth doesn’t stay there. It strikes upstream to infrastructure suppliers who energy the system, and downstream to vertical specialists who resolve arduous, domain-specific issues. The center layer that acts because the glue will get squeezed. The identical will occur with MCPs. Standardization creates new alternatives, but it surely additionally kills complete classes of shallow integration companies. Some will mistake protocol adoption for defensibility. They’ll be mistaken.”

Everyone seems to be Playing and No One is Completely happy [Kyla Scanlon/Kyla’s Newsletter] – Kyla riffs off of a research that pins twentysomething’s dissatisfaction to financial insecurity (considered one of many who arrive on the similar conclusion). Alongside this – or possibly due to this – belief between teams is eroding, AI anxiousness is rising, and degen/YOLO/playing actions are surging (particularly amongst younger males).

Reflections from Our 2025 AGM – $1T Non-public Firms, AI Fundraising, and Outbound Sourcing [Charles Hudson/Venture Reflections] – Charles runs a enterprise agency known as Precursor and all the time brings his reality to those discussions. I attended this one and he undoubtedly pulled out the meatiest subjects to share right here. It’s all the time fascinating to see the place he’s continued to evolve his understanding 12 months over 12 months. The $1 Trillion Greenback Non-public Firm is one such space.

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