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Alex Gove

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

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
SpaceX Is Now Targeting a $2+ Trillion IPO Valuation

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Apr 3, 2026

SpaceX Is Now Targeting a $2+ Trillion IPO Valuation

SpaceX's IPO keeps getting bigger and bigger, OpenAI reshuffles some of its top execs, and the “Super Bowl of the Watch World"

Alex Gove
Connie Loizos
Alex Gove, +1
OpenAI and Anthropic Make Two Very Different Acquisitions

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Apr 2, 2026

OpenAI and Anthropic Make Two Very Different Acquisitions

OpenAI buys TBPN while Anthropic acquires a stealth startup, a telehealth startup closes in on $2B in revenue with just two people, and Cape Fear returns

Alex Gove
Connie Loizos
Alex Gove, +1
It's Official: SpaceX Has Filed (Confidentially, That Is)

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Apr 1, 2026

It's Official: SpaceX Has Filed (Confidentially, That Is)

SpaceX files confidentially to go public, OpenAI struggles on the secondary market, and Stink and Bink sell out

Alex Gove
Connie Loizos
Alex Gove, +1
Anthropic Accidentally Exposes Claude Code's Code

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Apr 1, 2026

Anthropic Accidentally Exposes Claude Code's Code

Anthropic struggles with a costly human error, Google issues a chilling warning about quantum computers and Bitcoin, and dudewithsign strikes again

Alex Gove
Connie Loizos
Alex Gove, +1
Feds Probe Possible Insider Trading on Polymarket and Kalshi

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Mar 30, 2026

Feds Probe Possible Insider Trading on Polymarket and Kalshi

Federal prosecutors are taking a hard look at suspicious trades on Polymarket and Kalshi, Coatue thinks Anthropic could be worth $2 trillion by 2030, and Dan Hurley's mom lets loose

Alex Gove
Connie Loizos
Alex Gove, +1
Rumors of Anthropic's New Model Sink Cybersecurity Stocks

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Mar 27, 2026

Rumors of Anthropic's New Model Sink Cybersecurity Stocks

Anthropic's new model could be bad news for cybersecurity pure plays, the Nasdaq 100 takes a dive, and tech necks are now a thing

Alex Gove
Connie Loizos
Alex Gove, +1
ChatGPT Loses Its Apple Exclusive

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Mar 26, 2026

ChatGPT Loses Its Apple Exclusive

Apple is opening up its platform to a wide range of AI chatbots, Anthropic wins a round in its fight against the Pentagon, and parrot haircuts

Alex Gove
Connie Loizos
Alex Gove, +1
Meta and YouTube Lose a Landmark Case

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Mar 25, 2026

Meta and YouTube Lose a Landmark Case

Meta and YouTube are found guilty of negligence, SpaceX could file this week, and why young men are turning to "boy kibble"

Alex Gove
Connie Loizos
Alex Gove, +1
Guilty: Meta Must Pay for Endangering Kids

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Mar 24, 2026

Guilty: Meta Must Pay for Endangering Kids

Meta loses a landmark case, Circle's stock plummets, and anthropomorphic fruits go viral

Alex Gove
Connie Loizos
Alex Gove, +1
High Profile Startup Delve Faces Fraud Accusations

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Mar 23, 2026

High Profile Startup Delve Faces Fraud Accusations

An anonymous whistleblower calls out Delve for fabricating certifications, Jensen Huang claims we've already achieved AGI, and a San Francisco bakery hires a "line coordinator"

Alex Gove
Connie Loizos
Alex Gove, +1
Musk Misled Twitter Investors, Jury Finds

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Mar 20, 2026

Musk Misled Twitter Investors, Jury Finds

Elon Musk may have to pay $2.6 billion for misleading Twitter investors, court documents shed new light on Anthropic's DoD dealings, and a British version of Saturday Night Live

Alex Gove
Connie Loizos
Alex Gove, +1
Jeff Bezos Is Raising a $100B AI Fund

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Mar 19, 2026

Jeff Bezos Is Raising a $100B AI Fund

Amazon's founder is raising a huge fund to transform manufacturing businesses with AI, Uber is teaming up with Rivian, and more fallout from the Coldplay "kiss cam"

Alex Gove
Connie Loizos
Alex Gove, +1
Microsoft to Amazon and OpenAI: "J'Accuse!"

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Mar 18, 2026

Microsoft to Amazon and OpenAI: "J'Accuse!"

Microsoft's takes issue with OpenAI's cloud deal with Amazon, AI startups are leasing multimillion-dollar San Francisco mansions, and "the Worst First Date Option In DC History"

Alex Gove
Connie Loizos
Alex Gove, +1
Kalshi Faces Another State Lawsuit

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Mar 17, 2026

Kalshi Faces Another State Lawsuit

Kalshi is sued by another state for enabling betting on state elections, Bill Gurley calls a top in the AI market, and overalls are back

Alex Gove
Connie Loizos
Alex Gove, +1
Nvidia Lines Up Over $1 Trillion in Orders for Its New Chips

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Mar 16, 2026

Nvidia Lines Up Over $1 Trillion in Orders for Its New Chips

Nvidia is seeing massive demand for its AI chips, OpenAI delays erotic chats, and the Jaws Bath Bomb

Alex Gove
Connie Loizos
Alex Gove, +1
Meta Plans Huge Layoffs As It Doubles Down on AI

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Mar 13, 2026

Meta Plans Huge Layoffs As It Doubles Down on AI

Meta is eyeing sizable cuts to its workforce, Elon Musk is rebuilding xAI from the ground up, and Larry David has a new TV series

Alex Gove
Connie Loizos
Alex Gove, +1
Meta Delays the Release of Its New AI Model

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Mar 12, 2026

Meta Delays the Release of Its New AI Model

Meta is spending billions on AI with little to show for it, Pentagon CTO Emil Michael says Anthropic could "pollute" the defense supply chain, and squirrels in snow

Alex Gove
Connie Loizos
Alex Gove, +1
The Pentagon Eases Its Restrictions on Anthropic

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Mar 11, 2026

The Pentagon Eases Its Restrictions on Anthropic

The DoD says its staff may use Claude if it is critical to their work, the Justice Department probes Binance's Iran connections, and when Japanese bears attack

Alex Gove
Connie Loizos
Alex Gove, +1
Thinking Machines Lands a Huge Deal with Nvidia

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Mar 10, 2026

Thinking Machines Lands a Huge Deal with Nvidia

Thinking Machines secures a big partnership with Nvidia, General Catalyst targets a $10 billion raise, and the new single that nobody wanted

Alex Gove
Connie Loizos
Alex Gove, +1
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