Jan 20, 2026
Intelligence is getting cheap while intelligence companies get expensive: one of these trends won't last.
Jan 15, 2026
AI Ate Half the Capital, and VC Fundraising Hit a Decade Low
Jan 13, 2026
Three stories this week that don't seem connected but absolutely are:
Jan 8, 2026
The Thursday Brief on the paradox of market valuations
Jan 6, 2026
Same data centers, opposite conclusions—someone's about to be spectacularly wrong.
Dec 30, 2025
A cascade of mega-rounds reveal a market playing musical chairs with increasingly circular deals.
