Coliving startup PadSplit expands to San Francisco, New York and Chicago
THE SO WHAT
PadSplit’s move into SF, NY, and Chicago shows regulators in high-cost cities are at least tolerating more aggressive coliving models to ease housing pressure. Real estate and proptech operators should revisit assumptions about what’s permissible in single-family and multifamily stock in these markets.
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MORE FROM THE WIRE
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Another $20B from SoftBank and Nvidia into OpenAI cements that frontier model development is now financed like long-horizon infrastructure, not typical SaaS. For builders, this concentration of capital means you’re unlikely to compete at the foundation layer—your leverage is in domain data, distribution, and workflow depth on top.
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When early-stage AI infra looks like a land grab, even advisers become contested assets—this is a reminder that talent, not just models, is the scarce resource. Founders should tighten advisory agreements and conflict clauses now, before competitive pressure turns every relationship into a potential PR event.
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Public accusations of ‘unethical conduct’ between AI coding startups raise the reputational stakes for anyone competing in this category—customers will start asking pointed questions about data handling and talent moves. Founders should get ahead of this by documenting hiring practices, IP boundaries, and advisor roles before conflicts surface.
Vinod Khosla trashed a portfolio company — and the startup world has thoughts
A top investor publicly criticizing a portfolio company in the middle of a feud signals how compressed and high-pressure the AI coding space has become. Founders should not assume investor alignment is static—board dynamics and public narratives are now part of the competitive landscape.