David Bondo Bonderman

$CSU Mark Miller's appearance at Quadrants 2026

No more complaining about down names with rising fundamentals. Man up and buy more and sit tight.

what odds would you put of Bret Taylor selling Sierra to OpenAI + taking CEO with Sam moving to BoD? a) 0% b) 1-20% c) 20-60% d) 60-99%

I tried refining about it four times… essentially put in all my articles as a pose starting point, then loaded up all the cos public filings, then asked it to write in my usual 3-4 heading frame work (history,recent history,risks and opps,valuation). The point being the prose was unreadable

Pabrai and Vinall buying $CSU.TO... might be a sign?

A class action lawsuit was filed against Mercor, LiteLLM, and Delve. If I understand it correctly, the accusation is that Delve holds responsibility for a chain of events that led to the Mercor breach. This is getting interesting.

During your "long 20's", from when you settle into a job a year or two after college, to when you have kids, nothing actually happens, really. Life is the same cycle of work, hit the newest fancy restaurant, get some drinks, work... as if things will go on forever like this

I ranked 18 SaaS stocks from "will dominate AI" to "cooked by AI." If you're going against the Frontier Models its not a great spot to be. If your moat is features nobody uses, you're cooked. Especially if your customers are consumers and SMBs who will switch for half the price.

Figure AI CEO on "Firing" OpenAI: "We just got like no value out of the whole relationship." Figure founder Brett Adcock brought a Figure 03 to Shawn Ryan's podcast, where he went into detail about the startup's early relationship with OpenAI that dissolved a year after it started. Adcock, who previously founded Archer Aviation, said the arrangement was useful for fundraising at first but not much else. "We just found that the team we had internally. We just ran like kind of circles around them like every day," he said. The breaking point came when he learned that OpenAI planned to restart its robotics program. That meant Figure's engineers would essentially be teaching a competitor. “We’re like teaching you how to do robot learning… you’re seeing our progress," he said. "There’s no way we’re going to teach you how to do this stuff anymore.” It was Adcock's first appearance for a podcaster who's not a Figure AI investor since the split. It was recorded around the time First Lady Melania Trump welcomed the $39 billion startup's third-generation robot, the Figure 03, at the White House for a summit on technology and education. Figure AI has developed its own vision-language-action model called Helix.