Hi everyone! Ofir from Tell NY here, bringing you this month’s Tell NY Dispatch. February felt like the real start of the year - busy inboxes, sensational headlines, and a few cultural moments that connected directly to what we all do. Below are a few observations from the past month, along with updates on what’s ahead.
For a few days there, Moltbook was the story everyone wanted to have an opinion about. The "social network for AI agents" hit that perfect cultural frequency where tech X couldn't stop talking about it, investors were intrigued, and journalists were drafting their AI-dystopia think pieces. Was it the future? A sign of the singularity? Just deeply weird? The platform had energy, mystery, and that addictive quality.
Super Bowl week pulls everyone in. Even people who do not watch football tune in for the spectacle of sports, branding, and entertainment. You would expect the teams that make the Super Bowl to be the NFL’s strongest brands. Yet one team has not appeared in a Super Bowl in 29 years and still holds the league’s highest valuation: the Dallas Cowboys.
Last month, I grabbed coffee with the founder of a security company that just closed a big funding round. He'd reached out through a mutual connection to tell me about what they're building and see if I had any thoughts on their positioning.