Archive

Apr 7, 2026

SpaceX Is Targeting a $2+ Trillion IPO. That Number Is Doing a Lot of Work.

Q1 2026 just posted $300 billion in global venture funding. Four companies accounted for 65% of it.

Mar 31, 2026

OpenAI’s M&A Machine: Six Acquisitions and Counting

Focus is expensive. So is distraction.

Mar 24, 2026

Washington Draws the AI Regulatory Map

US VCs raised $34B+ in new mega-funds and poured money into cybersecurity at a pace that suggested they've stopped asking that question entirely. The White House handed them a regulatory gift: a framework to kill state AI oversight before it gets expensive.

Mar 17, 2026

Paying For AI With Headcount

Meta will cut 16,000 jobs to pay for AI.

Mar 10, 2026

Prediction Markets at $20B: The House Is Betting on Itself

Kalshi and Polymarket each asked investors to value their platforms at $20 billion — betting that markets for everything are the next big asset class. Power, capital, and prediction.