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May 07, 2025

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Is the internet's traffic based business model finally dead?

Posted by Tim O'reilly · Founder & CEO 5 hours ago

Important post by my colleagues at SSRC, Isobel Moure and Ilan Strauss: "It’s in everyone’s interest to start contending with the new economic...

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Matthew Carbonara

on... Amazon Takes Aim at Cursor With New AI Coding Service

Tools like Cursor and Windsurf are just the beginning. As the underlying models advance, the IDE will evolve alongside critical stages like testing, CI/CD, monitoring, and debugging. A fundamental shift is underway—and it’s only accelerating. Would love to hear how others see this playing out and if your building in this space please reach out!

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Jason Zins

on... OpenAI Forecasts Revenue Topping $125 Billion in 2029 as Agents, New Products Gain

OpenAI should spin-off its consumer and enterprise product business into a for-profit entity and open-source its models with continued R&D under the non-profit entity.

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Tim O'reilly

on... OpenAI Would Buy Chrome, Executive Testifies

What a bad idea! Take a product from one monopoly and sell it to a would-be monopolist. Not only that, you're taking it from a company that doesn't monetize it directly and selling it to one that would have to find ways to monetize it HEAVILY in order to pay for the purchase. The breakup of Google's ad business makes sense to me, but taking pieces that are currently subsidized as part of a competitive moat - providing a lot of value to consumers as part of the bundle, and selling them to someone eager to monetize (i.e. enshittify) them - seems like a bad idea.

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Directory updates

Featured directory updates of people looking to hire, looking to invest, and looking for a new role.

Mostafa “Mo” Akbari Hochberg

Investing in startups:

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Jordi Romero

CEO · Factorial

Investing in startups: Software start-ups, early stage, mostly in Europe. 100k-250k€ per company.

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