Micron and Anthropic struck a deal covering joint design of AI memory and storage architecture, a multi-year supply agreement, enterprise deployment of Claude, and Micron’s strategic Series H investment. They’ll test HBM, DRAM, and SSD subsystems across AI workloads to boost performance, efficiency, and token economics. Micron is already using Claude for coding and manufacturing tasks.

Microsoft will invest A$25 billion (US$18 billion) by 2029 to expand Australia’s digital infrastructure, AI supercomputing capabilities and cloud capacity. The move aims to boost commercial cloud services and AI/GPU offerings for local customers.

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Andreessen Horowitz and angel investors have seeded Monitoring the Situation (MTS), a media startup that streams live interviews and analysis of tech, business, politics, and culture on X. MTS aims to replicate CNN’s rolling-news concept online by hosting experts and main characters of the moment to decode events as they unfold.

OpenAI raised $122 billion in its latest funding round, marking the largest in Silicon Valley's history. The investment, which values the company at $852 billion, includes major contributions from Amazon, Nvidia, and SoftBank, and expands access for individual investors through ARK Invest's funds.

Founders seeking to improve their applications for the a16z speedrun program can benefit from understanding key positive signals that set successful candidates apart, as well as common pitfalls to avoid. Emphasizing co-founder relationships, traction, validation, and deep market understanding are crucial for standing out in a competitive landscape.

Nvidia Corp. will invest $1 billion over five years to establish a new artificial intelligence laboratory in collaboration with Eli Lilly & Co. The facility, located in Silicon Valley, aims to accelerate the application of AI in the pharmaceutical industry by leveraging Lilly's lab expertise.

As the new year begins, the author reflects on a more active approach to cryptocurrency trading while maintaining a lean portfolio. Highlighting the AI Agent sector and upcoming protocols like x402 and ERC-8004, they present four low-cap tokens worth researching, emphasizing the potential for gains despite the overall market's risks.

Andreessen Horowitz has successfully raised over $15 billion to invest in various sectors, including AI, crypto, and health, aiming to ensure America's technological leadership. The firm emphasizes the importance of providing opportunities for individuals to contribute to society while addressing the competitive landscape against China.

Bridgewater founder Ray Dalio cautioned that the current AI boom is in the early stages of a bubble, following significant gains in Wall Street's technology stocks. He noted that while the Federal Reserve may lower interest rates, investors are beginning to seek opportunities beyond highly valued tech stocks due to concerns over potential overvaluation.

David George discusses the complexities of valuing high-growth companies, particularly those growing above 30%. He explains that conventional financial modeling struggles to account for sustained high growth, leading to undervaluation in the market. George emphasizes the importance of insights into products, markets, and people to identify potentially great companies.