Daniel Gross and Nat Friedman: Acquired by Meta | Microsoft Layoff 9000 People | OpenAI's Bombshell

Venture Capital & Investment Trends - Rory O'Driscoll from Scale has invested in category leaders like Billcom, Box, and DocuSign [1] - Jason Lemkin, a SaaS investor, has a portfolio including Algolia, Talkdesk, and RevenueCat [1] - Private Equity (PE) is making a comeback, exemplified by the Olo take-private deal [1] - The "Triple, Triple, Double, Double" growth model is losing its appeal [1] AI & Technology - Meta is attracting AI talent, potentially impacting the competitive landscape [1] - Cursor is disrupting the market, raising questions about competitors [1] - Microsoft is implementing AI-related layoffs, impacting sales roles [1] - There's an expectation for rapid AI learning, with a harsh view on those needing extended time [1] Company Specifics - OpenAI's stock compensation exceeds its revenue [1] - CoreWeave is strategically acquiring its landlords [1] - Circle might be considering acquisitions using meme equity [1]