About The First Move
The people and
capital behind the AI race.
One deep dive every Tuesday on how AI
companies hire, pay, fund and keep the people building the future. Written for engineers, founders and investors in
San Francisco and everywhere the AI race is being run.
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What you get each week
The deal breakdown
Where the money is actually going.
Acqui-hires, lab rounds, comp packages and the math behind them.
The talent moves
Who left, who raised, who is hiring and
the researchers worth watching before everyone else does.
The founder playbook
What to do about it. Hiring, pay,
retention and fundraising moves you can use this quarter.
Start here
Issue 01
How Big Tech changed their talent
strategy to win
~$40B spent buying AI teams, not companies. Here is the
playbook.
Issue 02
AI's best researchers stopped
taking offers. They take term sheets.
$11.6B into ten new labs. Only two have shipped. What it
means for founders.
Who is behind it
Written by Jack Leyden. Presented together with Accelera Growth Partners, helping AI
founders learn, build, and scale.
Have a tip, a correction or a move we should cover? Reply to any
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