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 Signs of a Shift Workplaces have always been structured around teams of people. Groups with different skills coordinate, pass on tasks, and work through issues…
A Quiet Revolution The drug discovery process has been one of the slowest and most costly in science. It typically takes over a decade and costs more…
A Layer Most People Never See The public AI boom is straightforward to see. New models keep coming out, GPU clusters grow, and companies hurry to get…
The End of Improvised Prompting There was a time when prompting felt spontaneous. People shared clever inputs in chats, exchanged tricks on social media, and treated AI…
For seventeen years, the smartphone has been the main way people interact with technology. By 2025, a new type of device will start to challenge its dominance.…
For the past decade, AI progress has focused on scale. This means bigger models, more tokens, and larger GPU clusters. However, in 2025, researchers are moving toward…
The New Scale of One Across industries, the nature of ambition is changing. Where large companies once needed hundreds of employees and many layers of management, a…
The world’s most powerful technology companies are starting to see intelligence as a key resource. This resource could decide economic, political, and even civilizational dominance. And they…
