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Strategy, startups, venture capital, and the business of building companies.
Anthropic filed confidentially for a $965B Nasdaq IPO in October 2026. Here's what that valuation actually means — and what investors are really buying.
Nvidia is in talks to guarantee $250B in debt for OpenAI's Ohio mega-campus — because conventional debt markets won't. Here's what that tells you about the economics of frontier AI.
Enterprises running agentic AI in production see 171% average ROI. 60% of companies are still stuck in pilot purgatory. Here's what separates them.
SpaceX's $1.77T IPO and the $60B Cursor acquisition happened days apart. Here's the unified thesis behind the biggest exit moment in startup history.
OpenAI and Anthropic absorbed $217B of the $510B raised globally in H1 2026. Here's what extreme capital concentration means for the rest of the startup ecosystem.
The economics of starting a business have changed dramatically. Here's the new playbook that a generation of solo founders is running.
The largest AI dev-tool acquisition in history isn't just M&A news — it's a signal about where software infrastructure is heading.
Global startup funding hit a record $510B in H1 2026. But two companies absorbed 43% of it. Here's where the money actually went.