Satya Nadella & Sam Almant: Inside the OpenAI–Microsoft Pact, OpenAI investment, the restructure, IPO, circular financing, layoffs, AGI full…

The New Oil Is Compute: Inside the Partnership Powering the Next Decade of AI

9 hrs ago • 

Guillermo Flor

10

October 2025

Sequoia Capital: why the next Rockefellers are building AI startups right now

Inside Sequoia’s $10 trillion thesis on why AI is the new Industrial Revolution

Oct 30 • 

Guillermo Flor

15

Andrej Karpathy Breaks Down the 2025 State of AI: 12 Things Founders & VCs Must Know

Andrej Karpathy: Why AI Agents Won’t Happen This Year (But Will Define the Next Decade)

Oct 19 • 

Guillermo Flor

61

this feels like finding airbnb in 2009

A YC intern mentioned it in passing. A week later, I realized it might be the most important internet company Gen Z has built so far

Oct 15 • 

Guillermo Flor

11

2

Sh*it, are we in a bubble? - 10 Things You Need to Understand About the OpenAI Bubble

Had to read about this and it's not looking good. OpenAI circular financing is looking like a bubble about to burst

Oct 14 • 

Guillermo Flor

70

14

the 5 companies from Speeedrun SR005 with 1000x potential

Speedrun is a16z exclusive early stage acceleration program. This is my breakdown of the decacorn potential companies from this batch

Oct 5 • 

Guillermo Flor

11

September 2025

Law Firms Are Dead: The $372B AI Repricing

Why a New AI-Native Law Firm Could Capture a $72 Billion Mid-Market Gap and Disrupt BigLaw’s $900B Stronghold and what companies are already fighting…

Sep 28 • 

Guillermo Flor

10

AI Companions are killing world's loneliness

The new AI wave is one nobody speaking about

Sep 27 • 

Guillermo Flor

7

Announcing +10 free premium AI tools available exclusively to paid annual subscribers

Get up to 6 months free to a curated $5,000+ AI tool collection with The AI Opportunity annual. Limited codes, first-come. New users only. Details & how…

Sep 25 • 

Guillermo Flor

10

The State of Vibecoding Gen-2 + Floot's pitch deck (47K MRR in 2 months)

Vibecoding Gen-2: Where the Real Opportunity Is (Floot, VibeFlow, Bitrig & More)

Sep 21 • 

Guillermo Flor

11

1

Sequoia Capital’s 5 Investment Trends Reshaping Work and Technology

How Sequoia’s AI investment thesis reveals the future of work, compute, and startup opportunities

Sep 4 • 

Guillermo Flor

33

August 2025

Inside General Catalyst’s AI Roll Up Playbook: hedging against the AI bubble

General Catalyst’s AI Roll Up: How Hemant Taneja is Building the Biggest Market in AI

Aug 29 • 

Guillermo Flor

19