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  Venture Capital

  NY’s data center freeze adds a new risk for AI investors: State regulation

  July 14, 2026

  A one-year pause on data center permitting makes New York state the first to enact a moratorium.

  Article

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  Analyst Note

  OpenAI: Waiting for $1 Trillion

  July 13, 2026

  This analyst note examines OpenAI’s IPO delay as a valuation signal, and its implications for Anthropic’s IPO timing and the broader AI IPO pipeline.

  Research

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  AI

  Apple sues OpenAI alleging trade secret theft

  July 10, 2026

  In an echo from Waymo’s lawsuit against Uber a decade ago, Apple is taking the AI race to court.

  Article

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  Top Investor

  Generative AI investors continue to battle in the top 10

  July 10, 2026

  While Sequoia held the top for the fourth year in a row, nearly the entire list was upended.

  Article

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  Buyouts

  Energy M&A kicks into high gear amid AI’s thirst for power

  July 9, 2026

  Dealmaking reached roughly $217 billion in Q2, growing 5x year-over-year.

  Article

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  High-Yield Bonds

  Bond issuance backing AI investment tops $250B, testing limits of voracious investor demand

  July 9, 2026

  Signs of buyside indigestion are showing, particularly for AI hyperscalers.

  Article

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  Space

  VC’s space appetite outlives SpaceX’s IPO as Blue Origin eyes $10B raise

  July 8, 2026

  Bezos is opening his rocket maker to outside investors for the first time in 25 years.

  Article

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  Venture Capital

  Ukraine’s defense tech booms without backers

  July 2, 2026

  It can produce far more than the domestic market can currently buy.

  Article

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  SaaS

  The great software margin boom begins in a sea of fear

  July 1, 2026

  Encoding human judgment into scalable workflows promises to cut costs and drive revenue.

  Article

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  Late-Stage Company Research

  The First Public Price for Frontier AI

  June 26, 2026

  SpaceX’s latest valuation sets a market benchmark for frontier AI. We derive what it implies for the two pure-play AI labs now in IPO registration and map the key catalysts.

  Research

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  Weekend Analysis

  From models to studios: how AI video investment is evolving

  June 26, 2026

  Increased competition in the sector is prompting investors to cast a wider net.

  Article

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  AI

  Schroders Capital CIO: AI is about returns, not headcounts

  June 24, 2026

  Nils Rode argues some PE managers are optimizing the technology for the wrong metric.

  Article

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  Direct Lending

  European direct lenders mull software deals as AI shapes sector

  June 24, 2026

  This key market segment is being re-examined, with a fault-line separating companies according to AI exposure.

  Article

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  Weekend Analysis

  PE has yet to prove its AI bets to investors

  June 18, 2026

  Mainly targeted at administrative tasks, far rarer has AI been implemented by PE firms in a way that can increase revenue.

  Article

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  Robotics & Physical AI Quarterly

  Robotics & Physical AI VC Trends

  June 17, 2026

  The Q1 2026 Robotics & Physical AI VC Trends report provides an analysis of recent VC activity and includes a market map of leading VC-backed companies in the space.

  Research

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  Private Equity

  PE firms want software deals, but lenders don’t want to fund them

  June 16, 2026

  Big lenders have pulled back from financing software buyouts amid investor concerns about AI’s threat to the sector.

  Article

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  Corporates

  Tech giants close AI gap with big buys

  June 16, 2026

  Salesforce just acquired AI customer service startup Fin for $3.6 billion, and SpaceX is buying Cursor for $60 billion.

  Article

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  Weekend Analysis

  Stacking up SpaceX’s biggest winners

  June 12, 2026

  As the dust settles on the $75B IPO, here’s how the SpaceX returns work out—and what to watch for next

  Article

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