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Trends – Artificial Intelligence (AI) – May 2025 – BOND

The document analyzes rapid growth and transformative trends in artificial intelligence, highlighting unprecedented user adoption, technological advances, global competition, enterprise AI integration, and associated benefits and risks shaping the future.

bondcap.com

Mike Speiser is one of the most unique investors who isn't as well known outside the valley. At Sutter Hill, he incubates one startup at a time, acts as founding CEO and gets it off the ground. His track record is insane, creating $70B of value from 5 companies over 15yrs!... See more

Deedy

x.com

substackcdn.com

Modern "Silicon Valley Creator" Playbook: • 100% software-driven • Targets a hyper-specific niche • Creates content to acquire users • Self-funded with zero outside capital • Calm Company • $1-$10M+ in revenue A new path... See more

Michael Karnjanaprakorn x.com

Larry Ellison is the most ruthless CEO in the tech world: • Hired investigators to spy on Microsoft • Hostile takeover of multiple companies • Donated $500 Million to delay death How an abandoned boy took Oracle to $445 Billion 🧵 https://t.co/lqzn0CQMBG

Ronak Kadhi

x.com

He was Uber CEO Travis Kalanick's right-hand man. Meet @emilmichael, Uber's former Chief Business Officer who helped the company raise $15B. (00:00) Fighting the "Taxi Mafia" in Italy 🤬 (04:03) Tips for building on-the-ground teams (09:56) Founders "going direct"... See more

Jason Levin x.com

THE LIBRARY OF MINDS: EPISODE 1 - starring Keith Rabois (@rabois) An OG member of the PayPal Mafia, co-founder at OpenDoor, Managing Director at Khosla Ventures, and one of Delphi's earliest believers. We discuss: • Lessons learned building PayPal, LinkedIn,... See more

Dara x.com

Alex Karp Has Money and Power. So What Does He Want?

Maureen Dowd nytimes.com

The Bezos Letters

Steve Anderson

amazon.com