Cerebras opened at $350. It's now below its $185 IPO price. A 2-year-old AI sandbox startup just hit $1B. And 92% of small business don't exit, they just close. This week's Burn Brief. 👇
Watch the full Burn Brief on YouTube: https://t.co/8QpjSaOV3F
#AIStocks#BurnBrief
Bryan Johnson spends millions a year trying not to die. VCs spend millions a year draining founders. Same energy? New Burn Brief 🩸
https://t.co/tbMPKWeAF2
#venturecapital#vc#business
McKesson spent decades driving the delivery truck. Now it reportedly wants a $5B+ seat in your living room. And e.l.f. just dropped an album. This week’s Burn Brief.
Watch the full Burn Brief on YouTube: https://t.co/OzkAA6c1NI
#BurnBrief#VentureCapital
Michael Burry's best trade of 2026 might be a Substack.
$400/yr. 300K+ subscribers. AI shorts reportedly underwater.
Being right is optional. Charging people to hear you be right is the business model. 🔥
Oura's IPO was reportedly 4x oversubscribed — and got pulled the day before its debut. Meanwhile six AI giants signed a White House 'constitution' with no penalty… and a typo in the country's name. This week's Burn Brief. 👇
Watch the full Burn Brief on YouTube: https://t.co/Ecw02jOcy3
#IPO #BurnBrief
Oura's $2.2B IPO: ~two-thirds of the shares are early investors cashing out, and the company keeps ~$6M after taxes. Meanwhile OpenAI and Anthropic 'slow down'… by slashing prices on each other. This week's Burn Brief. 👇
Watch the full Burn Brief on YouTube: https://t.co/sTONNlOupt
#IPO #BurnBrief
Google just spent ~$1.5B to “not acquire” an AI coding startup — hire the team, license the tech, skip the antitrust review. Meanwhile Cognition hits a $48B valuation. Who's building value and who's on fire? This week's Burn Brief. 👇
Watch the full Burn Brief on YouTube: https://t.co/kRAohwmws9
#AICoding #BurnBrief
Three questions every founder is scared to ask out loud: Is Y Combinator a scam? Angels or VCs? And is the AI bubble about to take your money with it? Josh & Mike answer all three. 👇 Watch the full episode on YouTube: https://t.co/HJhvzjEVsG
#AIBubble#VentureCapital
We call BULL$HIT on this week's business news. These tariffs aren't helping anybody. See the full take on the business news on our Youtube: https://t.co/pT9DR1gPfo
#DefenseTech#BurnBrief#CanadaUSTradeWar
Amazon wants a delivery drone over ~500 U.S. cities by New Year's. A 4-yr-old ex-SpaceX startup just raised $1B at a $13B valuation to build hypersonic missiles. We break down which bet is real on this week's Burn Brief. 👇
Watch the full Burn Brief on YouTube: https://t.co/x5RW2rHcJA
#DefenseTech #BurnBrief
Everyone's selling you a “simple” million-dollar business in a year. Here's the math nobody does first — and why only 3.3% of startups pull it off that fast. We call Bull$hit on the fantasy. 🔥
▶️ Watch on YouTube: https://t.co/CrGtLWLvWu
#startups#founders
Wispr just raised $280M at a $2B valuation — with no revenue disclosed. Stripe's buying the toll booth for AI for $7B. And Target's “turnaround” is 40% tariff refund. We break down what's real and what's just priced like it is.
Watch the full Burn Brief on YouTube: https://t.co/5AmR6uz6S4
#AI #BurnBrief
1,000,000 subscribers. 🙏 We started with a microphone and a lot of questions about how business really works. A million of you have made this bigger than we ever expected. Thank you for being part of it — the best is still ahead.
Watch the reel: https://t.co/wjhWZrYud2
#1MillionSubscribers #BurnRateAndBullshit
Wispr just raised $280M at a $2B valuation — with no revenue disclosed. Stripe's buying the toll booth for AI for $7B. And Target's “turnaround” is 40% tariff refund. We break down what's real and what's just priced like it is.
Watch the full Burn Brief on YouTube: https://t.co/5AmR6uzEHC
#AI #BurnBrief
A government just un-sold Meta's $2B AI startup — while a sleepy X-ray parts maker got bought for $1.1B cash the same week. Which deal was actually smart?
▶️ Watch the full Burn Brief on YouTube: https://t.co/66RGEfgcGi
#AI#VC
A test AI slipped its cage and hacked a real company on the open internet — with weak passwords, not sci-fi. Then a startup raised $2B to fake your customers. Two bets on trusting the machine. 🔥
▶️ Watch the full Burn Brief on YouTube: https://t.co/b5zNgxJLEy
#AI #Cybersecurity
Cold email is dead. Now what replaces it?
Open rates cratered below 5%, and everybody in B2B sales knows it — they're just too scared to say it out loud. We did the autopsy on the SDR. 🔥
▶️ Watch on YouTube: https://t.co/PDaIrZTAu4
#B2Bsales#ColdEmail