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Alex Gove

Former journalist, VC, and operating exec. Contact me with tips at alex [at] strictlyvc.com.

DeepSeek Delivers Another "DeepSeek Moment"

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Jul 31, 2026

DeepSeek Delivers Another "DeepSeek Moment"

DeepSeek's new AI almost matches OpenAI’s GPT-5.6 Luna at a fraction of the cost, researchers conclude VC-backed startups commit more fraud, and "naked dressing" has a moment

Alex Gove
Connie Loizos
Alex Gove, +1
Anthropic's AI Models Are Also Behaving Badly

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Jul 30, 2026

Anthropic's AI Models Are Also Behaving Badly

Anthropic admits its AI models hacked three companies, a hot AI hedge fund stumbles, and a “turducken” fossil

Alex Gove
Connie Loizos
Alex Gove, +1
OpenAI Admits Hugging Face Hack Was Much Bigger Than Previously Known

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Jul 29, 2026

OpenAI Admits Hugging Face Hack Was Much Bigger Than Previously Known

OpenAI's agents penetrated four other online services in addition to Hugging Face, xAI fights a law to prevent nonconsensual sexualized images, and Ferrari's Luce defies the haters

Alex Gove
Connie Loizos
Alex Gove, +1
Anthropic's New Model Cracks a Major Banking Encryption Standard

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Jul 28, 2026

Anthropic's New Model Cracks a Major Banking Encryption Standard

Anthropic's latest model breaks into AES, a startup backed by Khosla Ventures accuses Rippling of copying its code, and the "Hand of God" ball hits the auction block

Alex Gove
Connie Loizos
Alex Gove, +1
Nvidia in Talks to Back OpenAI to the Tune of $500+ Billion

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Jul 27, 2026

Nvidia in Talks to Back OpenAI to the Tune of $500+ Billion

Nvidia uses its balance sheet to bolster OpenAI, China issues a sharp warning to the Trump AI hawks, and that four-note “Gen Alpha melody” you can't get out of your head

Alex Gove
Connie Loizos
Alex Gove, +1
Tech Powerhouses Line Up Behind Open-Weight Models

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Jul 24, 2026

Tech Powerhouses Line Up Behind Open-Weight Models

The rift in Silicon Valley over open-weight models deepens, Elon Musk thinks AI could make money irrelevant, and Nike shoes for The Odyssey

Alex Gove
Connie Loizos
Alex Gove, +1
EU Regulators Fine Google $1B

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Jul 23, 2026

EU Regulators Fine Google $1B

Europe ignores Washington's threats in penalizing Google, the House passes a bill to shut down dangerous frontier models, and Coca-Cola embraces the fridge cigarette

Alex Gove
Connie Loizos
Alex Gove, +1
Reddit and Other Big Pubs Consider Blocking Google

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Jul 22, 2026

Reddit and Other Big Pubs Consider Blocking Google

Publishers weigh how to fight back against Google's AI search, Khosla Ventures shoots for $5.5 billion, and a Temu-style “dopamine site”

Alex Gove
Connie Loizos
Alex Gove, +1
OpenAI Admits Its LLM Went Rogue and Hacked Hugging Face

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Jul 21, 2026

OpenAI Admits Its LLM Went Rogue and Hacked Hugging Face

OpenAI has some splainin' to do, Kalshi is blocked in another state, and Ryan Gosling gets a new hand

Alex Gove
Connie Loizos
Alex Gove, +1
Judge Hits Pause on Paramount Skydance's $110B Acquisition of Warner Bros.

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Jul 20, 2026

Judge Hits Pause on Paramount Skydance's $110B Acquisition of Warner Bros.

Paramount Skydance's acquisition of Warner Bros. Discovery is on hold, France says "non" to Polymarket, and Jimothy the raccoon takes Seattle by storm

Alex Gove
Connie Loizos
Alex Gove, +1
Report: Meta in Talks to Sell AI Computing Power to Anthropic

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Jul 17, 2026

Report: Meta in Talks to Sell AI Computing Power to Anthropic

Meta gets into the AI infrastructure game, Databricks lines up another massive new round, and billionaires battle over dino bones

Alex Gove
Connie Loizos
Alex Gove, +1
Chinese AI Startup Takes on Anthropic and OpenAI with New Model

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Jul 16, 2026

Chinese AI Startup Takes on Anthropic and OpenAI with New Model

Moonshot AI's new open-weight LLM closes the gap with American frontier labs, SpaceX hits the abort button, and the world's most dangerous trousers

Alex Gove
Connie Loizos
Alex Gove, +1
SpaceX Shares Fall Back to Earth

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Jul 15, 2026

SpaceX Shares Fall Back to Earth

SpaceX stock is now trading at its IPO price, Thinking Machine launches an open model, and Messi and Yamal are set to reunite on Sunday

Alex Gove
Connie Loizos
Alex Gove, +1
DeepSeek Is Raising a Giant Round and Planning to Go Public, Perhaps This Year

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Jul 14, 2026

DeepSeek Is Raising a Giant Round and Planning to Go Public, Perhaps This Year

DeepSeek's potential IPO could put pressure on OpenAI and Anthropic, OpenAI's device plans leak, and Barcelona declares “not one tourist more”

Alex Gove
Connie Loizos
Alex Gove, +1
Economists, Researchers, and Tech Leaders Urge Lawmakers to Hit the Brakes on AI

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Jul 13, 2026

Economists, Researchers, and Tech Leaders Urge Lawmakers to Hit the Brakes on AI

A new petition warns about the dangers of AI, Washington debates how to stop adversarial distillation, and why is Norway so good at sports?

Alex Gove
Connie Loizos
Alex Gove, +1
Apple Alleges OpenAI Stole iPhone Secrets

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Jul 10, 2026

Apple Alleges OpenAI Stole iPhone Secrets

Apple's lawsuit could slow OpenAI's hardware ambitions, a startup accuses a VC of sharing confidential information with a competitor, and dark chocolate workouts

Alex Gove
Connie Loizos
Alex Gove, +1
OpenAI Loses Top Exec Fidji Simo

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Jul 9, 2026

OpenAI Loses Top Exec Fidji Simo

Simo's departure places pressure on OpenAI's IPO plans, Mercor looks to double its valuation, and the strange resale market for SpaceX merch

Alex Gove
Connie Loizos
Alex Gove, +1
Apple Loses Key EU Court Challenge

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Jul 8, 2026

Apple Loses Key EU Court Challenge

Apple's iOS and App Store will remain under the EU's close supervision, Nvidia loses $1 trillion worth of market value in less than two months, and heartwarming moments from this year’s World Cup

Alex Gove
Connie Loizos
Alex Gove, +1
Chinese AI Models Are Increasingly Displacing OpenAI and Anthropic

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Jul 7, 2026

Chinese AI Models Are Increasingly Displacing OpenAI and Anthropic

Recent numbers point to growing Chinese AI market share, the head of the U.N. calls for a ban on "killer robots, and an app that turns your iPhone into a blank space

Alex Gove
Connie Loizos
Alex Gove, +1
U.S. Aims Anthropic's Mythos at Government Code

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Jul 6, 2026

U.S. Aims Anthropic's Mythos at Government Code

Feds embrace once-shunned Anthropic, Microsoft's Xbox cuts 20% of its staff, and the world is going bananas

Alex Gove
Connie Loizos
Alex Gove, +1
Report: OpenAI in Talks to Give the U.S. an Ownership Stake

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Jul 2, 2026

Report: OpenAI in Talks to Give the U.S. an Ownership Stake

OpenAI has reportedly offered the U.S. a 5% stake, Mark Zuckerberg admits his AI strategy is stalling, and house hunting in SF is going great

Alex Gove
Connie Loizos
Alex Gove, +1
Meta to Sell Excess Compute to Fund Ambitious Cap Ex Buildout

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Jul 1, 2026

Meta to Sell Excess Compute to Fund Ambitious Cap Ex Buildout

Meta tries its hand at selling AI infrastructure, Bending Spoons shares soar 40% in their Nasdaq debut, and the world's largest hula hoop

Alex Gove
Connie Loizos
Alex Gove, +1
Feds Lift Anthropic Export Restrictions

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Jun 30, 2026

Feds Lift Anthropic Export Restrictions

Anthropic can now export its most advanced models, an industry consortium takes on Circle and Tether, and a new Slurpee stirs debate

Alex Gove
Connie Loizos
Alex Gove, +1
Apple Falls Victim to a Ransomware Attack

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Jun 29, 2026

Apple Falls Victim to a Ransomware Attack

Hackers steal Apple's secrets, Anthropic strikes a deal with California, and the joys of day drinking

Alex Gove
Connie Loizos
Alex Gove, +1
OpenAI and Anthropic Wrestle with White House Review Process

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Jun 26, 2026

OpenAI and Anthropic Wrestle with White House Review Process

The Trump administration is sharply limiting the release of new frontier models, Corgi courts more controversy, and the man behind “GOOOOOOOOOOOAL!”

Alex Gove
Connie Loizos
Alex Gove, +1
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