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Alex Gove

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

Intel's Stock Jumps on New Apple Deal

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May 8, 2026

Intel's Stock Jumps on New Apple Deal

Intel's rapid rise continues, a two-month-old AI startup seeks a $4 billion valuation, and a phone charger powered by a hamster

Alex Gove
Connie Loizos
Alex Gove, +1
Cloudflare's Stock Plummets after Announcing an AI-Driven RIF

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May 7, 2026

Cloudflare's Stock Plummets after Announcing an AI-Driven RIF

Cloudflare is punished after announcing a new AI-inspired operating model, Jeff Bezos takes a step back from Slate Auto, and MS Paint-style doodles

Alex Gove
Connie Loizos
Alex Gove, +1
DeepSeek Closes in on a $50B Valuation

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May 6, 2026

DeepSeek Closes in on a $50B Valuation

DeepSeek's first raise is shaping up nicely, Anthropic is buying a massive amount of compute from SpaceX, and a principal dunks on a student

Alex Gove
Connie Loizos
Alex Gove, +1
Anthropic Bets Big on Google

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May 5, 2026

Anthropic Bets Big on Google

Anthropic could spend as much as $200B on Google's cloud ecosystem, Coinbase plans to cut 14% of its headcount, and anti-Instagram cocktails

Alex Gove
Connie Loizos
Alex Gove, +1
GameStop's CEO Struggles to Explain His eBay Offer

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May 4, 2026

GameStop's CEO Struggles to Explain His eBay Offer

GameStop's eBay bid does not add up, Amazon takes on UPS and FedEx, and Jeff Bezos is unloading his $500 million superyacht

Alex Gove
Connie Loizos
Alex Gove, +1
GameStop Wants to Buy eBay

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May 1, 2026

GameStop Wants to Buy eBay

GameStop prepares to bid on eBay, Shivon Zilis emerges as a pivotal figure in Musk v. OpenAI, and Peter Parker's new friend is a chatbot

Alex Gove
Connie Loizos
Alex Gove, +1
Anthropic Tells Investors They Have 48 Hours to Commit to $50B Round

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Apr 30, 2026

Anthropic Tells Investors They Have 48 Hours to Commit to $50B Round

Anthropic sets ambitious timeline for its new round, Legora lands a big new round, and Palantir is now selling $239 chore coats

Alex Gove
Connie Loizos
Alex Gove, +1
Anthropic Weighs Raising a Round at a $900B+ Valuation

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Apr 29, 2026

Anthropic Weighs Raising a Round at a $900B+ Valuation

Anthropic could soon become the world's most valuable AI startup, Elon Musk has a tough day in court, and U.S. hockey fans sing "O Canada"

Alex Gove
Connie Loizos
Alex Gove, +1
OpenAI Claps Back at Reports That It's Missing Its Numbers

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Apr 28, 2026

OpenAI Claps Back at Reports That It's Missing Its Numbers

OpenAI insists it's on track and "firing on all cylinders," a judge tells Elon Musk and Sam Altman to cool it, and "niche riche" is in

Alex Gove
Connie Loizos
Alex Gove, +1
OpenAI and Microsoft Make Nice

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Apr 27, 2026

OpenAI and Microsoft Make Nice

OpenAI and Microsoft reach an agreement on several thorny issues, Sergey Brin becomes more politically active, and an Adidas "supershoe"

Alex Gove
Connie Loizos
Alex Gove, +1
Google Invests $40B in Anthropic

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Apr 24, 2026

Google Invests $40B in Anthropic

Google backs Anthropic with cash and compute, Oracle's data center ambitions are straining the debt markets, and an AI hack for criminals

Alex Gove
Connie Loizos
Alex Gove, +1
A U.S. Special Forces Soldier May Have Placed a Polymarket Bet on Maduro

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Apr 23, 2026

A U.S. Special Forces Soldier May Have Placed a Polymarket Bet on Maduro

The Feds have arrested a special forces operator for using inside information on Polymarket, SpaceX makes news in its S-1, and Gritty goes for the jugular

Alex Gove
Connie Loizos
Alex Gove, +1
SpaceX Has Been Talking to Mistral and Cursor About Teaming Up

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Apr 22, 2026

SpaceX Has Been Talking to Mistral and Cursor About Teaming Up

SpaceX has reportedly been discussing a partnership with Mistral and Cursor, Google teams up with Thinking Machines Lab, and a watch inspired by Star Trek

Alex Gove
Connie Loizos
Alex Gove, +1
SpaceX Buys an Option to Purchase Cursor

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Apr 21, 2026

SpaceX Buys an Option to Purchase Cursor

SpaceX said it will either buy Cursor for $60 billion or pay the startup a $10 billion fee, Apple's John Ternus has a tough row to hoe, and the winning ways of Jamie Ding

Alex Gove
Connie Loizos
Alex Gove, +1
Apple CEO Tim Cook Passes the Torch to Hardware Exec John Ternus

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Apr 20, 2026

Apple CEO Tim Cook Passes the Torch to Hardware Exec John Ternus

Apple begins a long-awaited CEO succession, Amazon deepens its ties with Anthropic, and a hot-air balloon makes an unexpected landing

Alex Gove
Connie Loizos
Alex Gove, +1
Bret Taylor Seen as Possible Replacement for Sam Altman at OpenAI

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Apr 17, 2026

Bret Taylor Seen as Possible Replacement for Sam Altman at OpenAI

Some shareholders are questioning whether Sam Altman is the best public face for OpenAI, AI infrastructure player Cerebras files to go public, and mahjong comes on strong

Alex Gove
Connie Loizos
Alex Gove, +1
Sequoia Pulls in $7B to Invest in Late-Stage AI Deals

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Apr 16, 2026

Sequoia Pulls in $7B to Invest in Late-Stage AI Deals

Sequoia has a fresh war chest to back AI high fliers, Jensen Huang mixes it up with Dwarkesh Patel, and Ladies First turns the tables on men

Alex Gove
Connie Loizos
Alex Gove, +1
Anthropic Is Playing Hard to Get with Investors

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Apr 15, 2026

Anthropic Is Playing Hard to Get with Investors

Anthropic doesn't have time for investors offering more than twice the price of its last round, Meta hires a fifth founding engineer from Thinking Machines, and AllBirds goes AI

Alex Gove
Connie Loizos
Alex Gove, +1
Some OpenAI Investors Are Nervous about the Company's Direction

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Apr 15, 2026

Some OpenAI Investors Are Nervous about the Company's Direction

An FT article highlights investor concern about OpenAI's valuation and strategy, Hyperliquid might be the most profitable company you've never heard of, and human tower workshops

Alex Gove
Connie Loizos
Alex Gove, +1
Anthropic Is Talking to the Trump Administration Again

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Apr 13, 2026

Anthropic Is Talking to the Trump Administration Again

Anthropic's new Mythos model has the White House's attention, OpenAI slams Anthropic for inflating its numbers, and are you "monitoring the situation"?

Alex Gove
Connie Loizos
Alex Gove, +1
Police Arrest a Suspect for Throwing a Molotov Cocktail at Sam Altman's House

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Apr 10, 2026

Police Arrest a Suspect for Throwing a Molotov Cocktail at Sam Altman's House

A suspect attacked Sam Altman and issued threats outside of OpenAI, SpaceX is contemplating letting insiders sell at the IPO, and the mystery of the Masters' iconic green jacket

Connie Loizos
Alex Gove
Connie Loizos, +1
Meta Removes Ads from Lawyers Seeking Social Media Addiction Plaintiffs

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Apr 9, 2026

Meta Removes Ads from Lawyers Seeking Social Media Addiction Plaintiffs

Meta tries to limit its exposure to social media addiction lawsuits, Florida's AG goes after OpenAI, and Friends with phones

Alex Gove
Connie Loizos
Alex Gove, +1
Anthropic Suffers a Setback in Its Fight with the Pentagon

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Apr 8, 2026

Anthropic Suffers a Setback in Its Fight with the Pentagon

A federal court refuses to stop the Pentagon from designating Anthropic as a "supply chain risk," cryptographer Adam Back denies that he created Bitcoin, and Asian carp cannot be stopped

Alex Gove
Connie Loizos
Alex Gove, +1
Anthropic Unwraps Mythos, Its Most Powerful Model Yet

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Apr 7, 2026

Anthropic Unwraps Mythos, Its Most Powerful Model Yet

Anthropic's Mythos could reshape cybersecurity, Eclipse raises a new $1.3 billion fund, and protein cocktails belly up to the bar

Alex Gove
Connie Loizos
Alex Gove, +1
Anthropic's Revenue Surges While OpenAI Debates the Timing of Its IPO

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Apr 6, 2026

Anthropic's Revenue Surges While OpenAI Debates the Timing of Its IPO

Anthropic and OpenAI embrace aggressive growth strategies, The New Yorker takes aim at Sam Altman, and a T. rex leather handbag

Alex Gove
Connie Loizos
Alex Gove, +1
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