Are we in the Agentic Inflection point or not?
Analysts say 40% of agent projects will fail. Nvidia, Google, and Amazon just bet hundreds of billions otherwise. Who's right?
Insights
Expert perspectives on venture capital, private markets, and the future of investment.
ARR doesn't describe the active private market anymore
Two mega-rounds last week. Six of the top 25 fit the old framework. The other nineteen don't.
Newsletter
Agentic commerce: the rails are ready
While all eyes are on compute partnerships, things are moving fast on the agentic commerce side — and it looks very much ready.
Newsletter
Anthropic is going where SaaS could never reach
Last week's Anthropic announcements signal a bigger ambition: going somewhere software could never reach. The financial services agents.
Newsletter
Confusing Success: Who's Really Winning the AI Stack?
Last week's Q1 earnings from Amazon and Google left investors with a problem they couldn't quite name. By every observable signal, the hyperscalers are winning.
Tight $26.5 Trillion AI Market
SpaceX claims a $26.5 trillion AI TAM and lines up a $60 billion Cursor acquisition it plans to pay for with IPO stock.
The $700 Billion Problem
Half of 2026's planned data centers won't be built. States are banning them. Two of the winners just filed to go public.
Fear and greed: the AI marketing playbook
Anthropic overtook OpenAI on ARR, Sam Altman got a brutal New Yorker profile, and both labs are racing toward IPO
Token spend is the new cloud bill
Ramp just launched Ramp AI Spend Intelligence, a tool to help companies track their AI costs across model subscriptions, API spend, and tool sprawl.
Newsletter
Q1 2026 Update: the market is rotating
In just three months of 2026, the secondary market has repriced and broadened significantly
Rolling out the red carpet
Nasdaq will change the rules for its flagship index to let newly public companies join within 15 trading days, down from three months currently.
Anthropic's server proble
Anthropic accidentally leaked a draft blog post revealing its next flagship model, Claude Mythos
Signals
Signals
20 latestSam Altman Walks Back AI Jobs Apocalypse Concerns Ahead of IPO
OpenAI CEO Sam Altman has stated that AI is unlikely to lead to a 'jobs apocalypse,' walking back earlier dire predictions about AI's impact on employment as OpenAI eyes a blockbuster IPO.
Source: Yahoo Finance
Monzo Receives Regulatory Approval to Provide Targeted Support
Monzo has received regulatory approval to provide targeted support to customers, marking a new development in the neobank's service offerings.
Source: FT Adviser
Ripple Files Trademarks Signaling Expansion Into Full Financial Services
Ripple has filed new trademarks that suggest the company is positioning itself to become a full-scale financial institution, broadening its scope beyond payments and crypto infrastructure.
Source: Yahoo Finance
Abridge Named to CNBC Disruptor 50 List
CNBC featured Abridge on its Disruptor 50 list, highlighting the company's use of AI to disrupt the healthcare space with its ambient clinical documentation platform.
Source: CNBC
Catalyst Brands Partners with Figure AI for Humanoid Automation
Catalyst Brands has tapped Figure AI to deploy humanoid robots for automation, marking a notable enterprise partnership for the robotics company.
Source: JCPenney Newsroom
SpaceX Holds More Bitcoin Than Previously Estimated, SEC Filing Reveals
An SEC filing shows SpaceX holds more than twice as much Bitcoin as previously estimated, shedding new light on the company's cryptocurrency holdings.
Source: bloomberg-tech
SpaceX Wins $2.29 Billion Space Force Contract for LEO Military Communications Network
The US Space Force has awarded SpaceX a $2.29 billion contract to build a low-Earth orbit communications backbone for military space data networking.
Source: Breaking Defense
Qualcomm Strikes AI Chip Supply Deal with ByteDance for Data Centers
Qualcomm has struck a major AI chip supply deal with ByteDance for use in data centers, marking a significant partnership between the two companies. The news sent Qualcomm's stock higher and underscores ByteDance's continued expansion of its AI infrastructure.
Source: Bloomberg.com
Anthropic-Microsoft Deal Could Broaden ASIC Demand Across Cloud Supply Chains
An Anthropic-Microsoft deal is reported to potentially broaden demand for ASICs across cloud supply chains, signaling a significant new partnership between the two companies.
Source: digitimes
Anthropic Adds 28 Security and Compliance Integrations for Claude
Anthropic has announced 28 new security and compliance integrations for Claude, expanding the platform's enterprise-readiness and appeal to regulated industries.
Source: Help Net Security
SpaceX Starship Flight 12 Successfully Launches, Deploys Mock Satellites
SpaceX's Starship Flight 12 successfully lifted off from Texas, reached space, deployed 20 dummy Starlink satellites, and returned to Earth largely intact, though the booster spun out of control and broke apart over the Gulf of Mexico.
Source: bloomberg-tech
SpaceX Starship Flight 12 Successfully Launches, Deploys Mock Satellites
SpaceX's Starship Flight 12 successfully lifted off from Texas, reached space, deployed 20 dummy Starlink satellites, and returned to Earth largely intact, though the booster spun out of control and broke apart over the Gulf of Mexico.
Source: bloomberg-tech
Revolut US CEO Says AI Outperforms Humans at Transaction Monitoring
Revolut's US CEO has stated that AI now outperforms humans at transaction monitoring, highlighting the fintech's growing reliance on artificial intelligence for compliance and fraud detection.
Source: American Banker
Reflection AI Partners With US Department of Energy on Genesis Mission
Reflection AI is partnering with the US Department of Energy to help power the Genesis Mission, marking a significant government contract for the AI startup.
Source: MeriTalk
Polymarket Seeks Japan Market Approval in Global Expansion Push
Polymarket has appointed a representative in Japan and is preparing to lobby for regulatory authorization of prediction markets in the country, marking a significant step in its international expansion strategy.
Source: bloomberg-markets
Revolut in Talks to Acquire Zippay
Revolut is reportedly discussing a potential acquisition of Zippay, with internal conversations about the deal being revealed by Business Post.
Source: Business Post
XRP On-Chain Activity Surges with 4,300 New Wallets Created
XRP has seen a notable spike in new wallet creation, with 4,300 new wallets added, prompting speculation about whether this uptick in on-chain activity could catalyze a significant price move.
Source: AMBCrypto
Deel Expands Platform With Immigration Workflow Offering
Deel has expanded its global workforce platform by adding an immigration workflow offering, broadening its HR and compliance capabilities for internationally distributed teams.
Source: TipRanks
Oura Files Confidentially for IPO at $11 Billion Valuation
Oura, the smart ring maker, has confidentially filed for an IPO following an $11 billion valuation, joining a surging 2026 IPO pipeline that includes SpaceX and OpenAI.
Source: bloomberg.com
Bolt Financial CEO Fires Entire HR Department
Bolt Financial's CEO dismissed the company's entire HR department, stating they were 'creating problems that didn't exist.' The move signals a significant internal restructuring at the fintech firm.
Source: Mezha
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