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  AI & ML

  Everyone is building AI routers. Are they a dead end?

  August 3, 2026

  The pipes that steer AI agents to models are sprouting up everywhere, but startups may struggle to turn them into lasting companies.

  Article

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  Analyst Note

  OpenAI’s Breach of Hugging Face May Accelerate AI-Native Cybersecurity VC Funding

  August 3, 2026

  This analyst note examines OpenAI’s autonomous agent breach of Hugging Face and how the incident could accelerate VC investment in AI-native cybersecurity startups.

  Research

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  AI

  Olix raises Europe’s largest chip round at $3.3B valuation

  August 3, 2026

  Despite a sell-off in public markets, VC funding for semiconductor startups is poised to break records.

  Article

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  Weekend Analysis

  The road to scalable robots runs through elder care

  July 31, 2026

  VCs are betting on elder care to transform the physical AI and robotics sector, but ethics loom large.

  Article

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  AI

  A few VC firms are poised to win the future

  July 30, 2026

  The rise of AI and a washout across VC could make a few firms massive winners.

  Article

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  VC Exits

  As semiconductor stocks slide, these chip startup IPOs could stall

  July 28, 2026

  Fears of overheated AI spending and rising Chinese competition are making Wall Street wary.

  Article

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  Direct Lending

  AI disrupts software underwriting for Europe’s lenders, says Hayfin

  July 28, 2026

  Advances in AI have changed the game for software businesses, Hayfin’s Marc Chowrimootoo tells LCD.

  Article

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  APAC

  How the AI value chain is reshaping APAC deal flow

  July 27, 2026

  The year’s largest transactions span across LLMs, chips, data centers and energy grids.

  Article

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  AI

  AI is not replacing investment bankers—yet

  July 24, 2026

  Private equity and Wall Street bankers are increasingly using AI to facilitate deals, but faster processes are not necessarily better.

  Article

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  Unicorns

  2026’s decacorn class on track to surpass 2021 record

  July 24, 2026

  Nineteen startups crossed the $10 billion valuation mark as AI mega-deals concentrate capital at the top.

  Article

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  Weekend Analysis

  The hidden cost of PE’s AI rush

  July 24, 2026

  Rising expenses, overpromised returns, and AI slop could erode the trust firms depend on.

  Article

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  AI

  Blackstone COO: AI boom is ‘different’ from previous investment cycles

  July 23, 2026

  Demand for data centers, chips and power is so great that the risk of oversupply and a collapse in valuations is minimal, Jon Gray says in Q2 earnings call.

  Article

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  Leveraged Loans

  European Leveraged Finance Survey: Macro anxiety outweighs credit risk

  July 22, 2026

  Market participants expect stability in credit, though sentiment remains fractured on macro risks.

  Article

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  Analyst Note

  Fewer Deals, Bigger Bets: How Corporate Capital Is Concentrating US AI Venture Activity

  July 21, 2026

  Research

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  Analyst Note

  Machine Economy Rising: The Market of Limitless Cognition

  July 21, 2026

  This analyst note explores the emerging machine economy, sizing its potential value and examining why AI agents are not yet priced in as autonomous economic actors.

  Research

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  Analyst Note

  Anthropic Is Winning on Value, Not Price

  July 20, 2026

  This analyst note argues that pricing AI models by completed tasks rather than token cost reveals a different competitive picture, with implications for buyers and providers.

  Research

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  Limited Partners

  Databricks’ 40% valuation bump looks ‘almost quaint’ next to Anthropic

  July 17, 2026

  The data analytics company is now valued at $188 billion, but it’s trailing behind rivals like Anthropic, whose valuation more than doubled in a quarter.

  Article

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  Analysis

  Physical AI’s ultimate goal: Self-learning factory robots

  July 17, 2026

  Its adoption represents a fundamental shift in warehouse automation logic, where systems learn from data and extrapolate to novel situations.

  Article

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