Geeks Of The Valley Newsletter

Infrastructure Meets Intelligence: Google’s Bid to Become the Operating System for AI Agents

PLUS: Cursor acquires AI code review startup Graphite

12 hrs ago • Geeks Of The Valley Newsletter

Distribution Meets IP: The New Monopoly of Storytelling

PLUS: Spotify-acquired founder building something new

Dec 9 • Geeks Of The Valley Newsletter

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Strategic Control: Owning the AI Enterprise Stack

PLUS: Former Head of Product Design at Revolut Building Something New

Dec 1 • Geeks Of The Valley Newsletter

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November 2025

The New Venture Advantage: Controlling the Internet’s Attention

PLUS: Former Shopify Executive Building Something New

Nov 24 • Geeks Of The Valley Newsletter

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OpenAI CEO Confirms AI Is in a Bubble - What That Means for Investors Now

PLUS: Former EQT Ventures-backed executive building something new

Nov 18 • Geeks Of The Valley Newsletter

Google Moves Gemini Into the Living Room: The AI TV Era Begins

PLUS: Former Midjourney Founding Team Building Something New

Nov 11 • Geeks Of The Valley Newsletter

OpenAI’s $150/Hour Bet: Turning Wall Street Expertise into AI Infrastructure

PLUS: Former Google's Area 120 EiR Building Autonomous Agents

Nov 4 • Geeks Of The Valley Newsletter

October 2025

The $10B Bet on Human Expertise in the AI Arms Race: Inside Mercor’s $350M Raise

PLUS: Former Google Brain engineering executive building at the intersection of AI and security infrastructure.

Oct 28 • Geeks Of The Valley Newsletter

Goldman Sachs’ near USD $1B acquisition of Industry Ventures marks a major pivot into VC secondaries and hybrid funds

PLUS: Meta's Engineering Executive Building Something New

Oct 20 • Geeks Of The Valley Newsletter

ICE’s $2 Billion Move Brings Prediction Markets Into the Mainstream

PLUS: Former Index-backed Acquired Founder Building Something New

Oct 14 • Geeks Of The Valley Newsletter

Salesforce Unveils Agentforce Vibes; Bringing “Vibe-Coding” to the Enterprise

PLUS: Former Atlassian-Acquired Engineering Executive Building Something New

Oct 8 • Geeks Of The Valley Newsletter

September 2025

The $50 Billion Play for EA: Gaming’s Biggest Leveraged Buyout in a Decade

PLUS: Former PayPal-acquired executive building something new

Sep 29 • Geeks Of The Valley Newsletter