Sublime
An inspiration engine for ideas

Knowledge as an addictive drugāan investorās guide to the expert network industry
DeepBenchdeepbench.medium.com
Sari Azout ā Medium
sariazout.medium.com
Packy McCormick ⢠Swaypay: Not Boring Investment Memo
Quick Hits
AI TV: Samsung, Perplexity partner.
Frenemies: Times deals with Amazon.
Chime time: Fintech preps for IPO.
Code combat: Mistral vs. GitHub.
Crypto creep: Robinhood expands.
Data dispute: Reddit vs. Anthropic.
Design decoding: Figma adds AI.
Free Sora: Bing adds video creator.
Geriatric gaming:
... See morespy mania!
Each quarter we try to study an admirable company and discuss it with our Operating Group managers and board members. We focus on high performance conglomerates that have demonstrated at least a decade of superior shareholder returns.
Ryan ⢠Mark Leonard Letters
Bloomberg Business on TikTok
vt.tiktok.comGen AI for music has captured ~$300M in funding so far this year across several high-profile deals, the majority of which either focus on rights management and attribution (Musical AI, Vermillio, BRIA AI) or emphasize B2B partnerships (Music AI, ElevenLabs).
This suggests that industry alignment, rather t