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Oliver Buchannon
Dylan Fagan
Startup Spotlight: Rove

May 1, 2026

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2 min read

Startup Spotlight: Rove

Each week, we profile one early-stage startup from our submission pool, companies you won't find covered elsewhere. Some are raising their first rounds. Others are building in stealth, gathering early users before they go to market.

Dylan Fagan
Dylan Fagan
The Real World Wants Its Money Back

Apr 28, 2026

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5 min read

The Real World Wants Its Money Back

Nuclear reactors, pilotless planes, and $1.3B for machines that move things.

Dylan Fagan
Dylan Fagan
859 Unicorns. 30 Exits. Do the Math.

Apr 14, 2026

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10 min read

859 Unicorns. 30 Exits. Do the Math.

Q1 2026 set every funding record ever recorded. Then Q2 opened and the market had to reckon with what it actually built.

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

Apr 7, 2026

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11 min read

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.

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

Mar 31, 2026

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11 min read

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

Focus is expensive. So is distraction.

Dylan Fagan
Dylan Fagan
Washington Draws the AI Regulatory Map

Mar 24, 2026

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12 min read

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.

Dylan Fagan
Dylan Fagan
Paying For AI With Headcount

Mar 17, 2026

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11 min read

Paying For AI With Headcount

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

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

Mar 10, 2026

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10 min read

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.

Dylan Fagan
Dylan Fagan
The CyberSecurity Reckoning

Feb 24, 2026

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10 min read

The CyberSecurity Reckoning

Being America's most consequential AI safety company apparently comes with consequences.

Dylan Fagan
Dylan Fagan
Startup Spotlight

Feb 19, 2026

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4 min read

Startup Spotlight

This week: Ravioli - The startup looking to disrupt prediction markets

Dylan Fagan
Dylan Fagan
The Pentagon's Favorite AI Company Might Be Its Next Supply Chain Risk

Feb 17, 2026

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9 min read

The Pentagon's Favorite AI Company Might Be Its Next Supply Chain Risk

The Pentagon is threatening to drop Anthropic over the AI lab's refusal to let the military use Claude for "all lawful purposes."

Dylan Fagan
Dylan Fagan
Startup Spotlight

Feb 12, 2026

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5 min read

Startup Spotlight

This week: Dubl. The startup that's gamifying personal fitness

Dylan Fagan
Dylan Fagan
The AI Infrastructure Arms Race Just Got a Credit Line

Feb 10, 2026

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9 min read

The AI Infrastructure Arms Race Just Got a Credit Line

Everyone's scrambling to fund infrastructure, and nobody agrees on the business model.

Dylan Fagan
Dylan Fagan
Startup Spotlight

Feb 5, 2026

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4 min read

Startup Spotlight

This week: Krewe Living, "Facebook for renting."

Dylan Fagan
Dylan Fagan
Musk's Consolidation Endgame

Feb 3, 2026

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8 min read

Musk's Consolidation Endgame

Musk has closed three major deals in 18 months, creating a $1.25T vertical stack from cars to rockets to AI.

Dylan Fagan
Dylan Fagan
Venture Capital is not Private Equity

Jan 29, 2026

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6 min read

Venture Capital is not Private Equity

The terms get used interchangeably in headlines, but venture capital and private equity are fundamentally different.

Dylan Fagan
Dylan Fagan
The Distributed Future

Jan 27, 2026

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6 min read

The Distributed Future

Three moves that tell the same story: the era of single-platform monopolies is ending.

Dylan Fagan
Dylan Fagan
How Do You Evaluate Nothing?

Jan 22, 2026

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5 min read

How Do You Evaluate Nothing?

The hardest pitch to evaluate isn't the one with weak metrics, it's the one with no metrics at all.

Dylan Fagan
Dylan Fagan
The Price of Intelligence

Jan 20, 2026

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5 min read

The Price of Intelligence

Intelligence is getting cheap while intelligence companies get expensive: one of these trends won't last.

Dylan Fagan
Dylan Fagan
The Two Venture Markets

Jan 15, 2026

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5 min read

The Two Venture Markets

AI Ate Half the Capital, and VC Fundraising Hit a Decade Low

Dylan Fagan
Dylan Fagan
The Fed Gets Subpoenaed While Tech Builds Its Own Power Grid

Jan 13, 2026

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6 min read

The Fed Gets Subpoenaed While Tech Builds Its Own Power Grid

Three stories this week that don't seem connected but absolutely are:

Dylan Fagan
Dylan Fagan
The Growth Premium Nobody's Pricing In

Jan 8, 2026

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3 min read

The Growth Premium Nobody's Pricing In

The Thursday Brief on the paradox of market valuations

Dylan Fagan
Dylan Fagan
Private Markets vs. Public Reality

Jan 6, 2026

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5 min read

Private Markets vs. Public Reality

Same data centers, opposite conclusions—someone's about to be spectacularly wrong.

Dylan Fagan
Dylan Fagan
Mega-Rounds Meet Musical Chairs

Dec 30, 2025

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6 min read

Mega-Rounds Meet Musical Chairs

A cascade of mega-rounds reveal a market playing musical chairs with increasingly circular deals.

Dylan Fagan
Dylan Fagan

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