$1B Seed, $2B Series C, $400M Vibe Coding: The Most Insane Funding Week in VC History
In the week ending March 29, Yann LeCun's AMI Labs raised a $1.03B seed (the largest in European history), Nscale closed a $2B Series C at $14.6B (largest European equity round ever), Replit hit $9B at $400M raised, and OpenAI crossed $120B total. Alex Rivera breaks down the most capital-dense week in startup history and what it means for the next decade of AI.
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SpaceX Is Filing for IPO at $1.75 Trillion — The Biggest Public Offering in History
Elon Musk is planning to take SpaceX public at a $1.75 trillion valuation — which would make it the sixth-largest company in America by market cap. Here's what that means for retail investors, the venture market, and the future of space.
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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.
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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.
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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.
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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.
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$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.
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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.
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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.
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Waymo's $16 Billion Moment: Why This Raise Is Different From Every EV Hype Cycle
Waymo raised $16 billion — the largest single raise in autonomous vehicle history. Here's why this round is structurally different from previous AV hype cycles.
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