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Expert perspectives on venture capital, private markets, and the future of investment.

·5 min read

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.

·1 min read

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.

·1 min read

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.

·1 min read

OpenAI had quite a week

The money first: $122 billion closed at an $852 billion valuation — its largest round ever. Amazon, Nvidia, and SoftBank anchored it at $50 billion, $30 billion, and $30 billion respectively.

Signals

Signals

20 latest

Anthropic and OpenAI Rush to Secure London Office Space

Anthropic and OpenAI are among AI companies rapidly leasing premium office space in London, surprising local landlords with the surge in demand for top-quality property.

Source: bloomberg-tech

SpaceX Ties Elon Musk Compensation to Mars Colonization Milestone

SpaceX has approved a compensation plan for CEO Elon Musk that ties his pay to the goal of colonizing Mars, offering a rare look at executive incentive structures at the private space company.

Source: Reuters

First Neuralink Patient Shares One-Year Experience with Brain Chip

Noland Arbaugh, the world's first Neuralink implant recipient, publicly discussed his experience living with the brain chip for over a year and is set to keynote the Robotics Summit. His ongoing story provides real-world validation of the Telepathy device.

Source: KXAN Austin

White House Plans Workshops to Re-Engage Anthropic

The White House is reportedly planning workshops aimed at bringing Anthropic back into government AI collaboration efforts, according to Axios.

Source: Axios

Lovable Launches Mobile App for iOS and Android

Lovable has launched its AI app builder on iOS and Android, bringing vibe coding capabilities to mobile devices while navigating Apple's App Store guidelines.

Source: 9to5Mac

ElevenLabs Launches Agent Templates for Faster AI Agent Bootstrapping

ElevenLabs has introduced Agent Templates, a new feature designed to help developers and businesses more quickly bootstrap and deploy AI agents using its platform.

Source: TestingCatalog

OpenAI Briefs US and Five Eyes Governments on New Cyber Product

OpenAI has briefed US federal agencies and Five Eyes intelligence partners on a new cybersecurity product, signaling a push into government and national security markets.

Source: Axios

Epic Games Conducts Layoffs Amid Engagement Downturn

Epic Games announced a new round of layoffs, reportedly tied to declining engagement metrics across its platforms.

Source: Epic Games

Neuralink IPO Speculation Drives Interest in BCI Supply Chain Stocks

An analysis highlights 14 supply chain investment opportunities tied to the anticipated Neuralink IPO, reflecting growing investor interest in the brain-computer interface sector ahead of a potential public offering.

Source: MarketWise

Replit Launches AI-Powered Slides Tool

Replit has introduced an AI-powered slides tool aimed at streamlining presentation workflows, expanding its platform beyond coding into productivity use cases.

Source: TipRanks

Databricks Partners with OpenAI on GPT-5.5

Databricks announced a partnership with OpenAI centered on GPT-5.5, signaling a deepened collaboration between the two AI-focused companies.

Source: Databricks

Polymarket Seeks CFTC Approval to Reopen U.S. Exchange

Polymarket is reportedly seeking approval from the CFTC to reopen its main exchange to U.S. traders, marking a significant regulatory milestone for the prediction market platform.

Source: CoinDesk

OpenAI Launches GPT-5.5, Its Latest AI Model

OpenAI has announced GPT-5.5, its latest artificial intelligence model, with Databricks also announcing a partnership with OpenAI around the new model release.

Source: Databricks

ElevenLabs Eyes Deeper India Expansion with Local Office and Regional Language Support

ElevenLabs is planning a deeper expansion into India, including opening a local office and pushing support for regional Indian languages, signaling a strategic push into one of the world's largest markets.

Source: Elets CIO

Whoop Wins U.S. Navy Contract to Support Wearables Program

Whoop has secured a contract with the U.S. Navy to provide wearable technology support, marking a significant expansion into the defense and military health sector.

Source: MobiHealthNews

OpenAI and Microsoft End Exclusivity Deal, Opening Models to Other Cloud Providers

OpenAI and Microsoft have revised their partnership agreement, ending Microsoft Azure's exclusive rights to sell OpenAI models and eliminating the 20% revenue share Microsoft previously owed OpenAI. The change opens the door for OpenAI to strike new deals with rival cloud providers including AWS.

Source: theinformation

Rivian and Redwood Materials Deploy 10MWh Second-Life Battery Energy Storage System

Rivian and Redwood Materials have jointly deployed a 10MWh second-life battery energy storage system (ESS), repurposing EV batteries for grid-scale energy storage applications.

Source: EV Infrastructure News

VAST Data Raises $1B at $30B Valuation, Reaches $2B ARR

VAST Data raised $1 billion in funding at a $30 billion valuation as AI storage demand surges, while also reporting it has reached $2 billion in annual recurring revenue.

Source: CTech

Intel Reportedly in Talks to Acquire SambaNova Systems

Reports have emerged that Intel is looking to acquire SambaNova Systems, an AI chip and systems startup. The potential deal could have significant implications for Intel's AI hardware strategy and INTC stock.

Source: Yahoo Finance

Anduril Expands into Space to Support Trump's Golden Dome Initiative

Anduril is expanding its capabilities into space, positioning itself to support the Trump administration's Golden Dome missile defense program. The move signals a broader strategic push into space-based defense systems.

Source: CNBC

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