Venture capital firm Eclipse disclosed a $1.3 billion fundraise this week…
Most earnings calls handle tariffs the same way: acknowledge the headwind,…
For roughly two years, the central question in enterprise technology investing…
The last time Cerebras Systems tried to go public, it withdrew…
On January 28, Microsoft reported a quarter that most companies would…
Investor Buzz This Week
The first sign that something had changed was not a new programming language or a popular open source library. It was a slide in a board meeting.…
In late 2025, it has become quite common for the most impressive new AI features to come first from companies that many still call “startups.” These features…
A Shift Hiding in Plain Sight The first wave of internet millionaires consisted of people who saw the value of leverage before everyone else. They understood that…
The Automation You Cannot See Across industries, a new form of automation is emerging. It is not the traditional workflow automation that relies on rigid scripts. It…
The Pressure Behind the Pipeline After nearly two years of private investment in artificial intelligence, public markets are starting to take notice. Investors are no longer just…
The Illusion of a Single System Most people discuss artificial intelligence as if it were one thing. A model. A brain. A system that can understand and…
From Labels to Logic For years, the main jobs related to AI seemed unexciting. Data labeling, annotation, and tagging were the tasks at hand. Workers drew boxes…
The Shift We Can Feel But Cannot Quantify Companies have always measured progress. They look at productivity, throughput, efficiency, and margin improvement. Reporting has shaped our understanding…
