Signalful

Thomas Sohmers · Positron AI Free

Memory Is the New Bottleneck

GPUs gained 120 times more compute in a decade while memory barely moved. Positron raised $875 million betting that gap decides AI.

Oct 4, 2026 · 5 min read

Peter Sellis · Snap Free

Hand Your Best People More Rope

Snap's first product manager designs teams around two traits he borrowed from an unlikely place. He explains why it works.

Oct 4, 2026 · 5 min read

Matteo Franceschetti · Eight Sleep Free

Teams of Two and Hundreds of Agents

Eight Sleep's email channel makes close to $100 million a year with no human team. A co-founder replaced it with AI bots in three days.

Oct 4, 2026 · 5 min read

Chase Lochmiller · Crusoe Free

Build the AI Supermajor

Crusoe mined Bitcoin for years. Chase Lochmiller says the plan was always AI, and the mining taught him where the real shortage is.

Oct 4, 2026 · 4 min read

Tibo Sottiaux · OpenAI Free

Build for the Agent Majority

The head of ChatGPT and Codex says most builders are missing three things, starting with who will use their product. Mostly it won't be people.

Oct 4, 2026 · 4 min read

Walter Goodwin · Fractile Free

Memory Bandwidth Is the Next Scaling Law

Fractile bet on fast inference chips in 2022, before most people knew what inference meant. Walter Goodwin on why fast chatbots are faster horses.

Oct 4, 2026 · 4 min read

Joe Hudson · Art of Accomplishment Free

Feel the Thing You're Avoiding

Sam Altman's executive coach has never seen a venture-backed startup fail for lack of effort. He says the problem is usually something else.

Oct 4, 2026 · 5 min read

Negotiation · Tony Hawk Free

Let the Royalties Ride

Activision offered Tony Hawk $500,000 to give up his video game royalties. He turned it down, and it was the best deal he ever made.

Oct 4, 2026 · 4 min read

Jeremy Stern · Colossus Free

The Obligation to Your Gift

The editor of Colossus on how he picks profile subjects, and what writing about Zuckerberg and Palmer Luckey taught him about ambition.

Oct 4, 2026 · 4 min read

Danny Yeung · Prenetics Free

Everything Starts With the Product

IM8 hit $100 million in yearly sales 11 months after launch. AG1 took 10 years. Danny Yeung on building a brand with David Beckham.

Oct 4, 2026 · 4 min read

Cliff Weitzman · Speechify Free

Put a Hoop in Your House

Speechify bought its own GPUs because engineers renting compute were afraid to use it. Cliff Weitzman compares it to Michael Jordan's backyard hoop.

Oct 4, 2026 · 5 min read

Brian Chesky · Airbnb Free

Good Ideas Don't Die

Brian Chesky couldn't code when he arrived in Silicon Valley. Now he's rebuilding Airbnb as an AI app and explains why agents beat chatbots.

Oct 4, 2026 · 5 min read