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Alex Gove

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

Elon Musk Wins His Pay Package Fight

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Dec 19, 2025

Elon Musk Wins His Pay Package Fight

Tesla's CEO had his 2018 pay package reinstated, Sequoia's Shaun Maguire courts controversy once again, and two puppies enjoy a spa day

Alex Gove
Connie Loizos
Alex Gove, +1
TikTok Takes a Big Step towards Avoiding U.S. Sanctions

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Dec 18, 2025

TikTok Takes a Big Step towards Avoiding U.S. Sanctions

TikTok signs paperwork to form a U.S. version of its app, Trump Media merges with a nuclear fusion company, and a crazy cockatoo that just can't stop

Alex Gove
Connie Loizos
Alex Gove, +1
OpenAI May Be Looking to Team Up with Amazon

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Dec 17, 2025

OpenAI May Be Looking to Team Up with Amazon

Reports say OpanAI is talking to Amazon about an investment and a partnership, Cisco has been hacked, and hockey players face off over romance novels

Alex Gove
Connie Loizos
Alex Gove, +1
Databricks Zeroes in on a $134B Valuation

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Dec 16, 2025

Databricks Zeroes in on a $134B Valuation

Databricks is putting together a monster Series L, Waymo also looks to raise billions, and a $14,000 Christmas card

Alex Gove
Connie Loizos
Alex Gove, +1
Tesla's Stock Soars as Its Robotaxi Service Goes Driverless

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Dec 15, 2025

Tesla's Stock Soars as Its Robotaxi Service Goes Driverless

Tesla takes off with the news that it is ditching drivers, Lightspeed raises $9 billion across six funds, and "slop" is the word of the year

Alex Gove
Connie Loizos
Alex Gove, +1
The Market Stumbles on AI Infrastructure Spending

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Dec 12, 2025

The Market Stumbles on AI Infrastructure Spending

Traders voice their doubts about tech's massive AI outlays, Elon Musk stirs up a major fight with the EU, and a Phantom for the ages

Alex Gove
Connie Loizos
Alex Gove, +1
Disney Takes a $1B Stake in OpenAI

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Dec 11, 2025

Disney Takes a $1B Stake in OpenAI

OpenAI is giving up $1B in equity to license Disney's characters, Do Kwon gets a 15-year stretch, and all hail the shrimp tower

Alex Gove
Connie Loizos
Alex Gove, +1
DeepSeek Is Using Smuggled Nvidia Chips to Create Its New AI Model

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Dec 10, 2025

DeepSeek Is Using Smuggled Nvidia Chips to Create Its New AI Model

DeepSeek raises new questions about the Trump administration's plan to sell Nvidia chips to China, Jeff Bezos and Elon Musk race to put data centers in space, and a baby is born in a Waymo

Alex Gove
Connie Loizos
Alex Gove, +1
SpaceX Targets a $1.5 Trillion IPO

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Dec 9, 2025

SpaceX Targets a $1.5 Trillion IPO

SpaceX shoots for the moon with its IPO, Boom aims its turbines at data centers, and beware the swag gap

Alex Gove
Connie Loizos
Alex Gove, +1
Paramount Skydance Launches a Hostile Bid for Warner Bros.

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Dec 8, 2025

Paramount Skydance Launches a Hostile Bid for Warner Bros.

Paramount Skydance takes on Netflix for control of Warner Bros., Tiger Global promises to be a more humble VC, and London flat or Swedish prison?

Alex Gove
Connie Loizos
Alex Gove, +1
Netflix Makes an $82.7B Play for Warner Bros.

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Dec 5, 2025

Netflix Makes an $82.7B Play for Warner Bros.

Netflix bets big on legacy media, SpaceX zeroes in on an $800B valuation, and an Elon Musk robot dog

Alex Gove
Connie Loizos
Alex Gove, +1
Meta's Metaverse Is Shrinking

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Dec 4, 2025

Meta's Metaverse Is Shrinking

Meta is considering cutting way back on its metaverse plans, Marc Benioff calls LLMs "the new disk drives," and an octopus that can play the piano

Alex Gove
Connie Loizos
Alex Gove, +1
Apple Loses Another Key Exec

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Dec 4, 2025

Apple Loses Another Key Exec

Meta poached Apple's design chief, VCs are using a "kingmaking" strategy to pick AI winners, and Waymos are increasingly becoming "confidently assertive"

Alex Gove
Connie Loizos
Alex Gove, +1
OpenAI Declares a "Code Red"

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Dec 2, 2025

OpenAI Declares a "Code Red"

OpenAI is feeling pressure from Google and Anthropic, Kalshi raises a minster round, and the latest trend in Japanese toilets

Alex Gove
Connie Loizos
Alex Gove, +1
Apple Parts Ways with Its AI Chief

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Dec 1, 2025

Apple Parts Ways with Its AI Chief

Apple's shake-up underlines its need for a more robust AI product, Bitcoin takes another header, and the new largest city in the world is ...

Alex Gove
Connie Loizos
Alex Gove, +1
Apple Eclipses Samsung in Smartphone Sales

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Nov 26, 2025

Apple Eclipses Samsung in Smartphone Sales

Apple is set to become the world's largest smartphone producer, Jeff Bezos' Project Prometheus makes its first acquisition, and Leslie Jones talks turkey

Alex Gove
Connie Loizos
Alex Gove, +1
Nvidia Insists It's No Enron

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Nov 25, 2025

Nvidia Insists It's No Enron

Nvidia is feeling the heat from fraud claims, China rolls out an army of industrial robots, and Beef the bulldog takes Instagram by storm

Alex Gove
Connie Loizos
Alex Gove, +1
Amazon Tries to Outflank Google and Microsoft for Federal Dollars

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Nov 24, 2025

Amazon Tries to Outflank Google and Microsoft for Federal Dollars

Amazon's AWS is committing to spend $50 billion on government computing infrastructure, Sam Altman and Jony Ive say they've come up with OpenAI's first device, and a major cryptology group loses a password

Alex Gove
Connie Loizos
Alex Gove, +1
Another SpaceX Rocket Bites the Dust

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Nov 21, 2025

Another SpaceX Rocket Bites the Dust

Another SpaceX rocket explodes, Sam Altman warns OpenAI staffers that Google is catching up, and young men embrace “goodnight, bro”

Alex Gove
Connie Loizos
Alex Gove, +1
Nvidia Fails to Prop Up a Nervous Market

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Nov 21, 2025

Nvidia Fails to Prop Up a Nervous Market

The market initially rejoiced at Nvidia's numbers before falling back to Earth, Kalshi lines up a big round, and cow cuddling

Alex Gove
Connie Loizos
Alex Gove, +1
Nvidia's Numbers Do Not Disappoint

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Nov 19, 2025

Nvidia's Numbers Do Not Disappoint

Nvidia's huge revenue numbers provide support for AI bubble naysayers, Yann LeCun joins the Meta exodus, and private wellness clubs gain ground

Alex Gove
Connie Loizos
Alex Gove, +1
Meta Can Keep Instagram and WhatsApp, Judge Rules

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Nov 18, 2025

Meta Can Keep Instagram and WhatsApp, Judge Rules

Meta beat the FTC in a case that tested the limits of Big Tech acquisitions, crypto hits the skids, and a British advert for the ages

Alex Gove
Connie Loizos
Alex Gove, +1
Bezos Raises $6B for a New AI Startup

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Nov 17, 2025

Bezos Raises $6B for a New AI Startup

Jeff Bezos is betting big on AI, Peter Thiel's hedge fund dumps its Nvidia position, and $1,500 ear buds

Alex Gove
Connie Loizos
Alex Gove, +1
Leaked Numbers Expose OpenAI's Financials

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Nov 14, 2025

Leaked Numbers Expose OpenAI's Financials

Documents point to OpenAI's soaring revenue and compute costs, Meta vows to track its employees' “AI-driven impact,” and baseball in Dubai

Alex Gove
Connie Loizos
Alex Gove, +1
Mira Murati's Thinking Machines Shoots for a $50B Valuation

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Nov 13, 2025

Mira Murati's Thinking Machines Shoots for a $50B Valuation

Thinking Machines reportedly wants a 4x valuation bump after only 4 months, Chinese hackers are feasting on Anthropic, and the iPhone Pocket receives mixed reviews

Alex Gove
Connie Loizos
Alex Gove, +1
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