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Fundraising, deal terms, venture dynamics

Deal terms, fundraising strategy, and market signals from the venture ecosystem. Built for founders, GPs, and fund managers navigating the capital cycle.

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AI Transforms SaaS, VC Disrupts Defense
LATEST ISSUE

AI Transforms SaaS, VC Disrupts Defense

The "SaaSpocalypse" is over, replaced by an AI revolution demanding capital. Venture capital is now disrupting the defense industry, injecting competition and innovation into a traditionally slow sector.

· 10 min read
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ALL VC BRIEF ISSUES

New VC Playbook: Browder's Four Seasons vs. Graham's Valley

Josh Browder's "one-man accelerator" highlights founder grit, while AI fuels a hardware boom and reshapes industries from self-driving tech to vertical AI. Discover how these shifts are rewriting the venture playbook.

May 21 · 12 min read

AI Tokens > Salaries: Speechify & Block's Lean Productivity Reframe

Speechify and Block exemplify a new era where companies prioritize AI token expenditure over human salaries.

May 14 · 12 min read

AI CapEx Is 'Sucking the Juice' From Earnings. Investors Agree.

The AI gold rush shifts from model size to real-world deployment, revealing capital-intensive AI infrastructure is causing massive profit compression and investor skepticism, while new models emerge.

May 7 · 12 min read

Anthropic’s $1T Valuation. xAI’s $60BN Bet.

Anthropic hits $1 trillion secondary valuation, while Elon Musk’s xAI makes a $60BN bid for Cursor. The capital race for AI is now undeniably real.

Apr 30 · 12 min read

The 'Free' Era Ends: a16z’s AI Cost Warning and Waymo’s ADAS Parity.

The AI market is fracturing: consumer AI faces prohibitive inference costs, enterprise grapples with a "60% solution" dilemma. Founders and investors must re-evaluate.

Apr 23 · 12 min read

Anthropic’s 1/4 Cost. OpenAI’s "Double Code Red".

The AI landscape fractures: capital consolidates around efficient compute, and traditional defensibility erodes as development cycles compress.

Apr 16 · 11 min read

Software's vanishing act: 95% of code is now AI-generated and the 20% YC clone risk.

As AI takes over code generation, engineering's true challenge moves upstream. What does this mean for your talent needs and competitive edge?

Apr 9 · 12 min read

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