SVIC Newsletter

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…

Nov 4, 2025 • SVIC Podcast and Brendan Cruz

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September 2025

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%.

Sep 13, 2025 • SVIC Podcast

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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.

Sep 5, 2025 • SVIC Podcast

August 2025

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…

Aug 16, 2025 • SVIC Podcast

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July 2025

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…

Jul 12, 2025 • SVIC Podcast

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June 2025

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…

Jun 5, 2025 • SVIC Podcast

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May 2025

OpenAI Pays $116 Million Per Head, Google I/O 2025: Tokens, Tiers, and Vaporware

Hey Everyone!

May 23, 2025 • SVIC Podcast

April 2025

Law Professor Thoughts On Google & Facebook's Legal Problems, All-In Podcast's Tariff Insanity

Hey Everyone!

Apr 21, 2025 • SVIC Podcast

March 2025

Coreweave: AI Cash Cow or The Next WeWork?

Hey everyone,

Mar 27, 2025 • SVIC Podcast

February 2025

OpenAI Launches GPT-4.5 To Mixed Reviews. We Break Down The Good, The Bad, And the Ugly

Hey Everyone!

Feb 28, 2025 • SVIC Podcast

Satya Nadella Talks To Dwarkesh, Stripe Founders On The All-In Podcast

Hey Everyone,

Feb 22, 2025 • SVIC Podcast

Google Director Reacts To Lex Fridman Episode on DeepSeek, China, OpenAI, NVIDIA, xAI, Stargate #459

Hey Everyone,

Feb 8, 2025 • SVIC Podcast

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