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

2025 Report
·4 min read

It's report season!

Every platform published H1 numbers. Almost none of them agree.

·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.

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Signals

20 latest

Revolut Partners with OpenAI to Add ChatGPT to Plans

Revolut has partnered with OpenAI to integrate ChatGPT Go into its plans, expanding its AI-powered product offerings for customers.

Source: IT Brief New Zealand

Canva Workforce Data and Employee Count Statistics 2026

A new report compiles Canva's employee count and workforce statistics for 2026, providing insight into the company's headcount growth and organizational scale.

Source: SQ Magazine

Crusoe and Aalo Atomics Partner to Build Nuclear-Powered AI Data Center at Idaho National Lab

Crusoe has partnered with Aalo Atomics to build a nuclear-powered AI factory, with a demonstration planned at Idaho National Laboratory in 2027, marking a significant step toward nuclear-powered AI infrastructure.

Source: Crusoe

Banks Line Up $15 Billion in Debt for Anthropic Data Center Backed by Google

A consortium of banks is in advanced talks to provide $15 billion in financing for a Nexus Data Centers project backed by Google and Anthropic, according to reports from WSJ, CNBC, and Bloomberg. The deal underscores the massive capital requirements driving AI infrastructure buildout.

Source: WSJ

OpenAI Slashes Prices on Luna and GPT-5.6 Models

OpenAI has announced major price cuts across its Luna and GPT-5.6 AI models, with CEO Sam Altman signaling a broader focus on cost efficiency as enterprise customers grow increasingly price-sensitive.

Source: Axios

Innovaccer Named a Leader in Inaugural Gartner Magic Quadrant for Healthcare Provider Industry Cloud Platforms

Innovaccer has been recognized as a Leader in the inaugural Gartner Magic Quadrant for Healthcare Provider Industry Cloud Platforms, marking a significant industry validation of its cloud-based healthcare solutions.

Source: Business Wire

Waymo Adds Gemini AI Assistant and New UI to Ojai Robotaxi

Waymo has integrated Google's Gemini AI assistant and a new user interface into its Ojai robotaxi platform, marking a notable software upgrade for the autonomous vehicle service.

Source: Electrek

Together AI Partners with Moonshot AI

Together AI has announced a partnership with Moonshot AI, expanding its ecosystem of collaborations in the open-source AI space.

Source: StartupHub.ai

Legora Acquires AI Litigation Startup Wexler in Fifth Deal of 2026

Legora has acquired Wexler, an AI-powered litigation intelligence startup, marking its fifth acquisition since March 2026. The deal extends Legora's buying spree into the courtroom and litigation intelligence space.

Source: Artificial Lawyer

Figma vs Canva 2026: Revenue, Users, and AI Comparison

A comparative analysis of Figma and Canva covering key statistics including revenue, user metrics, and AI capabilities as of 2026. The piece benchmarks both platforms across major growth and product dimensions.

Source: SQ Magazine

Fireworks AI Launches Nexus Routing Layer for Cost-Efficient Coding Workloads

Fireworks AI has released Fireworks Nexus, a drop-in routing and cost-control layer that automatically directs routine coding tasks to open-weight models, helping enterprises reduce inference costs without sacrificing performance.

Source: MarkTechPost

Monzo Business Surpasses 1 Million Customers

Monzo Business has reached 1 million customers, marking a landmark milestone and cementing its position as a leading digital business bank in the UK.

Source: Yahoo Finance UK

FAA Move to Waive Environmental Rules Could Speed Launch Approvals for SpaceX and Blue Origin

The FAA is considering waiving environmental review requirements, a move that could significantly accelerate launch approval timelines for companies like SpaceX and Blue Origin.

Source: CNBC

Bolt Integrates Ride-Hailing into ChatGPT

Bolt has integrated its ride-hailing service into ChatGPT, enabling users to book rides directly through the AI platform.

Source: Zag Daily

Mach Industries Demonstrates Viper at VANGUARD 2026

Mach Industries demonstrated its Viper system at VANGUARD 2026, supporting allied defense readiness. The event highlights the company's growing presence in the defense sector.

Source: PR Newswire

OpenAI and Anthropic Staff Lobby US Government for AI Pacing Rules

Staff from OpenAI and Anthropic are quietly coordinating in Washington to push the US government to adopt AI pacing rules, signaling a joint lobbying effort on AI policy.

Source: Yahoo Finance UK

Sam Altman Claims AI Singularity Has Arrived

OpenAI CEO Sam Altman has declared that the AI singularity has arrived, stating 'this is the moment,' while also planning to meet with the Trump administration and senators to discuss AI policy.

Source: ABC News - Breaking News, Latest News and Videos

Nvidia has committed to invest $5 billion in Safe Superintelligence (SSI)

Nvidia has committed to invest $5 billion in Ilya Sutskever's Safe Superintelligence (SSI), one of the chipmaker's largest funding deals of the AI boom, alongside giving SSI access to Nvidia's next-generation Vera Rubin platform

Source: Bloomberg

Fanatics Acquires BGC Group Assets to Launch Prediction Market Exchange

Fanatics is acquiring assets from BGC Group to launch a prediction market exchange, marking a significant push into the prediction markets space.

Source: Reuters

Grafana Labs Launches Six Tools for Agentic Operations

Grafana Labs shipped six new tools designed to power agentic operations across the full lifecycle from planning to production.

Source: HPCwire

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