Archive - Cautious Optimism

Venture investment cools in Q3, AI shines, exits disappoint (again)

Welcome to Cautious Optimism, a newsletter on tech, business, and power.

Oct 3 •

26 new YC-backed startups to keep an eye on

Welcome to Cautious Optimism, a newsletter on tech, business, and power.

Oct 2 •

Inside AI chip startup Cerebras's S-1 filing

Get in nerds, we have an S-1 to read!

Oct 1 •

September 2024

Inside the IPO Filing of Food Delivery Giant Swiggy

And is OpenAI cheap?

Sep 30 •

SaaS is so fetch

Welcome to Cautious Optimism, a newsletter on tech, business, and power.

Sep 27 •

What's Plaid worth? And the highs and lows of selling video games

Welcome to Cautious Optimism, a newsletter on tech, business, and power.

Sep 26 •

How unicorns are turning into zombies

Welcome to Cautious Optimism, a newsletter on tech, business, and power.

Sep 25 •

Smartsheet going private lowers implied exit valuations for startups

Welcome to Cautious Optimism, a newsletter on tech, business, and power.

Sep 24 •

Intel isn’t going to dry up and blow away

But what the heck happened?

Sep 23 •

The OpenAI math maths

Welcome to Cautious Optimism, a newsletter on tech, business, and power.

Sep 20 •

Forget Brat Summer, it's Rate Cut Fall

Welcome to Cautious Optimism, a newsletter on tech, business, and power.

Sep 19 •

The Fed is going to cut rates today, so get your votes in now

Welcome to Cautious Optimism, a newsletter on tech, business, and power.

Sep 18 •

#nojs-banner { position: fixed; bottom: 0; left: 0; padding: 16px 16px 16px 32px; width: 100%; box-sizing: border-box; background: red; color: white; font-family: -apple-system, "Segoe UI", Roboto, Helvetica, Arial, sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol"; font-size: 13px; line-height: 13px; } #nojs-banner a { color: inherit; text-decoration: underline; } This site requires JavaScript to run correctly. Please turn on JavaScript or unblock scripts