AI Ate 41% of All Venture Capital in 2025 — And 2026 Is Already More Extreme
AI startups captured 41% of all VC in 2025. In 2026, concentration is even more extreme. Here's what the data reveals about where investment is really going.
Read More
Reflection AI at $25B (No Product Yet) and Periodic Labs at $7B: Meet the Next AI Unicorn Wave
Reflection AI and Periodic Labs both hit billion-dollar valuations with no products yet. Here's what their funding reveals about the next wave of AI startups.
Read More
The Weekly Brief #001: AGI Is Here, Your Router Is a Liability, and Apple Has a Plan
Anthropic closed a $30 billion round backed by Google. Here's why investors now classify AI foundation models as critical infrastructure.
Read More
5 AI Infrastructure Startups That Could Become Unicorns Before End of 2026
ElevenLabs just hit an $11 billion valuation. Here's why voice AI is the fastest-growing segment of the AI stack — and who's winning the race.
Read More
OpenAI Is Going Public: Inside the Q4 2026 IPO That Could Be the Biggest in Tech History
OpenAI filed for its Q4 2026 IPO at an $840B valuation. Here's what the prospectus reveals about ChatGPT revenue, enterprise growth, and key risk factors.
Read More
The 2026 IPO Pipeline: SpaceX, OpenAI, Anthropic, and Why This Year Rewrites Venture History
SpaceX, OpenAI, and Anthropic are all potential 2026 IPOs. Here's a breakdown of their valuations, likely timelines, and whether they should actually go public.
Read More
Perplexity at $24B Is Trying to Buy Google Chrome — And It Might Actually Work
Perplexity reached a $24B valuation and is in talks to acquire Google Chrome from the DOJ antitrust breakup. Here's what that would mean for the web.
Read More
$189 Billion in 28 Days: February 2026 Just Rewrote the Venture Capital Rulebook
$189 billion in venture capital deployed in February 2026 — the most ever in a single month. Here's where the money went and what drove the surge.
Read More
Anthropic's $30 Billion: The Round That Proves AI Is Infrastructure, Not Software
Anthropic's $30 billion raise signals a structural shift — AI foundation models are now infrastructure investments, not growth-stage software bets.
Read More
ElevenLabs at $11B: Why Voice AI Is the Sleeper Investment of the Decade
ElevenLabs just tripled its valuation to $11B in 13 months. Alex Rivera argues voice AI is the most underrated category in tech — and explains why Sequoia agrees.
Read More