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  Venture Ecosystem

  OpenAI’s ARR attack reveals who’s on the defense

  April 13, 2026

  With Anthropic and OpenAI gearing up for competing IPOs, what counts and how in the ARR math suddenly matters a great deal.

  Article

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  Regulation

  Opportunities and risks of White House’s proposed AI policy

  March 20, 2026

  As the White House angles for a lead in regulating AI, there could be upside for AI startups

  Article

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  Weekend Analysis

  Is Anthropic’s new tool the death knell for AI legaltech? Not quite.

  February 20, 2026

  Anthropic’s plug-in for legal teams tipped the industry on its head, even as AI legaltech continues to rack up capital.

  Article

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  AI

  GPT-5’s vibe-coding saves the day in underwhelming OpenAI launch

  August 7, 2025

  OpenAI is under pressure: the company is facing a talent exodus with over 25% of its research leads leaving the company over the last two years.

  Article

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  Limited Partners

  A new bill would expand the definition of ‘LP’

  August 5, 2025

  A new bill that passed in the House of Representatives July 21 will change the definition of an “accredited investor” to attract more individual investors to the private markets.

  Article

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  Capital Pool

  Tax rate hike leaves endowments at ease

  July 16, 2025

  The final excise tax on endowment investment income is a welcome relief for institutions under pressure from low distributions and funding cuts.

  Article

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  Capital Pool

  Questioning PE’s illiquidity premium

  June 24, 2025

  The NYC Employees’ Retirement System’s PE strategy has lagged the public market by 300 basis points over the past 10 years.

  Article

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  Weekend Analysis

  Zombie fund era is pushing more VCs to take a career pivot

  June 13, 2025

  The past few years have taught many VCs that nothing is certain. What is an investor to do next?

  Article

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  Capital Pool

  PE realizations suffer under tariff uncertainty

  June 4, 2025

  PE realizations out of the six largest publicly traded alternative asset managers dropped a collective 50% from Q4 2024 to Q1 2025.

  Article

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  Capital Pool

  Why Josh Kushner’s Thrive is expanding beyond venture

  May 19, 2025

  VC is split between mega-funds taking more multi-strategy bets and boutique funds keeping to old Silicon Valley traditions.

  Article

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  Analysis

  Fintech is showing early signs of a potential comeback

  March 31, 2025

  A slew of late-stage deals hints at a return of investor optimism.

  Article

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  AI

  AI agents take center stage at HumanX conference

  March 13, 2025

  The first annual AI-centric HumanX conference just wrapped in Vegas with founders and investors abuzz—and hopeful—on what AI agents mean for the future

  Article

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  Weekend Analysis

  The definition of PE likely to be stretched further in 2025

  January 3, 2025

  As funds and asset managers innovate further to capture more investment, the old definitions of PE will be less relevant.

  Article

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  Weekend Analysis

  If ServiceTitan can go public, so can you

  December 13, 2024

  ServiceTitan priced at $71, then popped to $101 on its first day of trading. That success, which came despite serious hurdles, could encourage other software startups to bite the bullet and go public

  Article

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  Analysis

  Behind the casinos, VCs play AI roulette at Money 20/20

  October 30, 2024

  For fintech founders, the last two years have been an exercise in survival. The rise of AI has brought renewed hope.

  Article

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  Weekend Analysis

  Valuations, not rates, remain sticking point on PE deal flow

  October 4, 2024

  The PE market recovery still has a long way to go.

  Article

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  Weekend Analysis

  Altman’s corporate overhaul could boost OpenAI’s growth—at a cost

  September 27, 2024

  CEO Sam Altman will reportedly take a 7% stake in OpenAI, which is in talks to raise at a $150B valuation

  Article

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