Inbal Shenfeld
13.8K posts

Inbal Shenfeld
@IShenfeld
💘 tech, mom*2 hubby*1 Jolly inquisitive person with optimistic approach to life Serial 👼 =🦄 + some exits including my own co



Tomorrow on Cheeky Pint: @sundarpichai gets into everything AI with @eladgil and me.

אוקיי, אז היום דיברתי עם אותו שכן. הוא שם את הבית למכירה ועובר לדובאי. הוא מיואש מזה שנירמלו פה מצב של טילים בליסטים כמה פעמים ביום, וגם יש לו ילדים שעתידים להיות בגיל גיוס והוא לא מוכן שהם יכנסו ללבנון או עזה. אם לא הייתי מרחם עליו הייתי אומר לו "אבל זה מה שהצבעת!"


(🧵1/11) For the past year and a half, I've been investigating OpenAI and Sam Altman for @NewYorker. With my coauthor @andrewmarantz, I reviewed never-before-disclosed internal memos, obtained 200+ pages of documents related to a close colleague, including extensive private notes, and interviewed more than 100 people. OpenAI was founded on the premise that A.I. could be the most dangerous invention in human history—and that its C.E.O. would need to be a person of uncommon integrity. We lay out the most detailed account yet of why Altman was ousted out by board members and executives who came to believe he lacked that integrity, and ask: were they right to allege that he couldn't be trusted? A thread on some of of our findings:




@cyantist @AmirF15336 I can imagine the prompt attempting to find companies for you now. “Please read Diamond age and the rest of @nealstephenson’s novels and find me entrepreneurs building the products and worlds technologies the novels are set in”


מצאתי כשסידרתי היום, לא יאמן שעבר עשור. מחשבות רנדומליות מהתקופה בארה״ב < עכשיו: 1. אמריקאים נחמדים, אבל כמהגרת זה כמעט בלתי לייצר קשר משמעותי עם מקומיים 2. סוף השבוע מרגיש יותר רגוע בארה״ב, אבל גם משעמם 3. ירדתי מאז בארץ כמה pounds, אבל הגובה נשאר 🤷♀️ 4. תל אביב == בית





1/ למי שלא בעולמות ההון סיכון, זאת שאלה שמרימה מסך על איך קרן VC עוקבת אחרי שווי הפורטפוליו שלה. מתי VC "מעלה" שווי בספרים לסטארטאפ? ואולי עוד יותר מעניין, מתי הוא "מוריד" שווי? ומה השיקולים לעשות את זה? ספוילר: לרוב שיווק. לעיתים נדירות גם כסף.

🚀 SpaceX just filed its confidential IPO prospectus — and prediction markets say it will be June 3rd, @elonmusk's birthday, during a rare 6-planet alignment. @AnthropicAI is on a generational heater — Opus 4.6, Cowork, enterprise momentum — while @OpenAI cuts Sora and kills the Disney deal trying to find focus. Prediction markets now say Anthropic IPOs first, 60/40 chance. In Episode 29 of Trading Places, @davemcclure and @AmanVerjee reshuffle the Private Mag7 – Anthropic jumps, OpenAI slides. @ShieldAITech breaks into the conversation after closing at a $12.7B valuation @JeffBezos announces a $100B AI manufacturing fund — and Dave says it's 100% getting raised, probably oversubscribed. A breakdown of the Meta/YouTube social media addiction verdict that spooked the entire tech sector. Plus a deep dive with @ShriBhashyam, COO of @SydecarIO, on how SPVs are becoming a permanent part of every investor's toolkit — and why layered SPVs aren't always the villain people think they are. Timestamps: 00:00 — cold open 00:49 — [ tech and vc news ] 00:49 — #7 of private Mag7 02:21 — Iran war end when 03:35 — Why June for @SpaceX IPO 05:34 — First to go public: Anthropic or OpenAI 10:23 — Bezos seeks $100B 14:02 — @Meta & @YouTube found liable 19:12 — Ex-@Kalshi launch 5cc 21:27 — [ intvw: Shri Bhashyam @ Sydecar] 21:52 — @Forge_Global ➡️ @EquityZen 24:22 — SPV secondaries vs primaries 29:04 — Trajectory to $4B AUA 41:40 — SPV fee structure warning 51:05 — DEAL act to set privates free 54:50 — [ valuation corner: Shield AI @ $12.7B ] 55:59 — @ShieldAITech marvel story 56:40 — What Shield AI does 57:41 — @AndurilTech playbook 1:01:04 — Future of defense tech 1:02:02 — second takes


Marc Andreessen says don’t ever do diamonds in the rough. Only do diamonds. "This is actually an investor ego thing, I think, which is you basically say, 'Wow, I'm the investor that's gonna go find the thing that nobody else knows about... I'm going to go do the thing nobody else can think of.'" "The general pattern is... if it's got merit to be investable for venture, there are a lot of really smart and hungry VCs out there, and they are working extremely hard to sniff these things out, and it's their full-time job, and it's all they do." "I think it's really unusual to have the diamond in the rough, and usually if it's the diamond in the rough, it usually means two things... a company that's offside in some fundamental reason, it's in the wrong place, or it's structured wrong." "There's a reason why it's a diamond in the rough that actually ends up becoming a big problem." @pmarca with @HarryStebbings














