Open Relationships, $850B New Year Resolutions, Political Tech
Big Tech opts for open relationships with AI labs, OpenAI sets an $850B goal, politics moves into tech — and the year ends with major rounds.
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Expert perspectives on venture capital, private markets, and the future of investment.
Your Christmas Party Talking Point: Space Data Centers
Space data centers become Christmas-party lore, grid storage breaks records, SpaceX jumps in valuation, and OpenAI user growth cools
The Wrong Way to Measure AI
Hyping “rising AI compute costs” is easy. Measuring AI compute efficiency is harder.
Agentic Commerce, Healthcare AI, and the Data Behind Adoption
AI labs push into agentic shopping and healthcare as adoption data shifts. Prediction markets gain traction, IPO filings pick up, and funding is hot.
Signals From the AI Economy
The AI race hits a reality check as Anthropic challenges OpenAI, Databricks grows through margin pressure, and SaaS proves it’s far from dead.
When the Models Start Moving the Multiples
New models dominated the week, reshaping the OpenAI–Anthropic–Google conversation as we wait for December secondary price updates.
Fear in the Public Markets, Urgency in the Private Ones
Markets split: public tech softens while private AI, robotics, and crypto rush into fresh rounds and IPOs before the window tightens.
SoftBank’s Sell-Off, OpenAI’s $1.4 T Bet, and the Compute Liquidity Loop
SoftBank fuels OpenAI’s trillion-dollar expansion as Anthropic, CoreWeave, and Quantinuum race to build the next layer of intelligence.
AI Strategies, Star Wars Budgets, and Crypto IPOs
AI giants take divergent paths, defense spending goes orbital, and crypto firms rush to list—capital is reorganizing across AI, space, and finance.
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