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SVIC Newsletter

SVIC Newsletter

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ChatGPT at 3: 15 Truths Everyone Still Gets Wrong
Everyone’s arguing about AI’s future, but few grasp how ChatGPT quietly rewired the industry’s economics, timing, and power dynamics. Here’s what the…
 • SVIC Podcast and Brendan Cruz
Oracle’s 400% Debt Balloon: Wall Street’s Biggest Margin Play
Amazing to see Oracle's stock go up 23% over the last few days but that required them to increase their debt by 400%.
 • SVIC Podcast
The $610M Atlassian–Browser Co. deal: a bet that AI will unify SaaS, not fragment it.
Atlassian is buying The Browser Co. for $610M, betting that the future of SaaS is about AI remixes, not siloed apps.
 • SVIC Podcast
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SVIC #23: Value of AI, don't learn to code, and assessing AI companies
 • SVIC Podcast
SVIC #24: Google's AI leak and SVB's collapse
 • SVIC Podcast
The Great App Remix: How ChatGPT Will Gut the App Economy
 • SVIC Podcast
Google Director Reacts To Lex Fridman Episode on DeepSeek, China, OpenAI, NVIDIA, xAI, Stargate #459
 • SVIC Podcast
SVIC #25: Rebooting the SVIC RE group, AI Mania, and more!
 • SVIC Podcast
The Sad State Of Commercial Real Estate, Sam Needs $7 Trillion, SNAP's SNAFU and more!
 • SVIC Podcast
ChatGPT Inspires Hate, Gemini Inspires Nothing
ChatGPT gets love and hate because it has personality; Gemini gets indifference because it doesn’t. In products, as in love, indifference isn’t safety…
 • SVIC Podcast
Why WindSurf Joined Google & The Valley Doesn't Understand M&A
Google didn’t steal WindSurf, they outmaneuvered everyone. While the internet spread rumors, Google used a license-and-release deal to pay $2.4B, give…
 • SVIC Podcast
The Great App Remix: How ChatGPT Will Gut the App Economy
The days are numbered for serially using apps. ChatGPT is starting to turn them into background functions no more tapping, switching, or digging. Just…
 • SVIC Podcast
OpenAI Pays $116 Million Per Head, Google I/O 2025: Tokens, Tiers, and Vaporware
Hey Everyone!
 • SVIC Podcast
Law Professor Thoughts On Google & Facebook's Legal Problems, All-In Podcast's Tariff Insanity
Hey Everyone!
 • SVIC Podcast
Coreweave: AI Cash Cow or The Next WeWork?
Hey everyone,
 • SVIC Podcast
OpenAI Launches GPT-4.5 To Mixed Reviews. We Break Down The Good, The Bad, And the Ugly
Hey Everyone!
 • SVIC Podcast
SVIC Newsletter
SVIC Newsletter
We talk about tech without the hype. Based on the SVIC podcast (https://www.youtube.com/@svicpodcast) hosted by two tech veterans (VP of Eng and M&A Professional).
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