THEMES FROM MY RECENT WEEK IN SILICON VALLEY

Summary from the TLDR Founders newsletter

A wave of neo-labs focused on fine-tuning, tools, and enterprise adoption has emerged around major frontier model providers, but many of these will ultimately be tuck-in acquisitions rather than enduring standalone platforms. Alphabet is actively pursuing partnerships to expand TPU penetration beyond its own workloads. There is significant early-stage founder activity in AI infrastructure under a broad theme of US infrastructure onshoring and leadership. Robotics is now extremely hot - many companies are raising at high valuations with limited or no product.