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Venture capital is failing the journalist test
You aren't the story!
20 hrs ago
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Alex Wilhelm
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Venture capital is failing the journalist test
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Data wars, fighting VCs, and how Meta is disrupting the AI model market
Welcome to Cautious Optimism, a newsletter on tech, business, and power. Modestly upbeat.
Jul 25
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Alex Wilhelm
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Data wars, fighting VCs, and how Meta is disrupting the AI model market
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Tesla and Alphabet earnings, OneStream's IPO, and did VCs buy Trump at the top?
Welcome to Cautious Optimism, a newsletter on tech, business, and power. Modestly upbeat.
Jul 24
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Alex Wilhelm
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Tesla and Alphabet earnings, OneStream's IPO, and did VCs buy Trump at the top?
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Wiz walks, Spotify impresses, and should VCs rotate back to SaaS?
Welcome to Cautious Optimism, a newsletter on tech, business, and power. Modestly upbeat.
Jul 23
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Alex Wilhelm
3
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Wiz walks, Spotify impresses, and should VCs rotate back to SaaS?
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Tech's political moment, my birthday, and the Internet turns against AI crawling
Welcome to Cautious Optimism, a newsletter on tech, business, and power. Modestly upbeat! The Rundown 📈 Trending Up: tech unions … hard data on genAI…
Jul 22
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Alex Wilhelm
3
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Tech's political moment, my birthday, and the Internet turns against AI crawling
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Crowdstrike breaks the world as anti-Trump VCs find their voice
Welcome to Cautious Optimism, a newsletter on tech, business, and power.
Jul 19
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Alex Wilhelm
3
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Crowdstrike breaks the world as anti-Trump VCs find their voice
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Decentralization, acceleration, and the EU's technology tipping point
Welcome to Cautious Optimism, a newsletter on tech, business, and power.
Jul 18
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Alex Wilhelm
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Decentralization, acceleration, and the EU's technology tipping point
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What Silicon Valley thinks it will get from a second Trump term
Welcome to a special edition of Cautious Optimism. Today, we’re dispensing with our usual format to focus on a single topic. — Alex
Jul 17
•
Alex Wilhelm
9
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What Silicon Valley thinks it will get from a second Trump term
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Let's all stare at OneStream's IPO filing
Welcome to Cautious Optimism, a newsletter on tech, business, and power.
Jul 16
•
Alex Wilhelm
1
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Let's all stare at OneStream's IPO filing
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Why Google may spend $23B buying Wiz, and the Wiz theory of the 2024 election
Welcome to Cautious Optimism. The Rundown 📈 Trending Up: Shares of Trump’s ‘tech’ company … Swiggy’s IPO prep … smartphone sales … Apple sales in India…
Jul 15
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Alex Wilhelm
1
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Why Google may spend $23B buying Wiz, and the Wiz theory of the 2024 election
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AI agents, and how Europe is keeping venture's hopes up despite Asia
Plus a failed acquisition
Jul 12
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Alex Wilhelm
3
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AI agents, and how Europe is keeping venture's hopes up despite Asia
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Inflation falls, stocks rise, and startups (should) rejoice
Update: When I wrote this for you earlier today, stocks were on the rise due to the inflation news discussed below.
Jul 11
•
Alex Wilhelm
2
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Inflation falls, stocks rise, and startups (should) rejoice
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