Emerging Technology
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Agrifood VC First LookAgrifood VC First Look
July 9, 2026The Agrifood VC First Looks are a preliminary release of top-line venture industry figures for the agtech, foodtech, and food & beverage CPG sectors, intended as a first-to-market source of key datasets and findings.Research
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AnalysisQuantum computing at scale could be here soon
July 7, 2026Oratomic, which just raised a $300M Series A, is building quantum computing that could lower the barrier of entry for mass use.Article
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Emerging TechnologyQuantum’s exit activity takes a leap with a caveat
July 6, 2026Thanks to SPACs, the exit drought that plagued quantum appears to have subsided.Article
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Analyst NoteUkraine’s Defense Tech Ecosystem: From Wartime Experimentation to Industrial Scale
July 1, 2026This analyst note examines Ukraine’s defense tech ecosystem, analyzing the gap between venture funding, production capacity, and export potential across drones, ground robots, and software.Research
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Emerging TechnologyBit by Qubit: Global Quantum Computing Funding Hits New Records and Is Accelerating
June 25, 2026Quantum computing VC hit a record $3.9 billion across 127 deals in 2025, with venture-growth investment surging from 1% to 27.5% of deal value. We examine regional trends and policy competition.Research
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Emerging TechnologyGeneral Intuition is turning video game clips into AI training data for robots
June 25, 2026The startup raked in a $320 million Series A as world models for physical AI become the next big thing.Article
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Analyst NoteAI Kills the RCM Star: PE Should Be Wary of RCM Deals as Agentic AI Guts Take Rates
June 24, 2026This analyst note examines how agentic AI and increasing competition are disrupting the RCM market, threatening PE investment returns as cost-to-collect rates compress and EHR-native rivals expand.Research
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Analyst NoteEnterprise SaaS M&A Review
June 23, 2026This analyst note explores the trends in enterprise SaaS M&A dealmaking in Q1 2026, examining investment activity across deal types, segments, and subsegments.Research
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AI & MLGoogle’s $75M stake in A24 follows a 50% funding increase in AI content creation startups
June 22, 2026AI is going indie.Article
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Data VisualizationMap: The Cursor backers new to Elon Musk’s orbit—and those who can’t get enough
June 17, 2026A small club of VCs, including Andreessen Horowitz, backed SpaceX, xAI and Cursor, furthering ties to the “Muskonomy.”Article
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Robotics & Physical AI QuarterlyRobotics & Physical AI VC Trends
June 17, 2026The 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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VC ExitsWith its $60B Cursor deal, SpaceX tries to spend its way into AI race
June 16, 2026Days after its record IPO, SpaceX is making history again with one of the largest acquisitions of a VC-backed company ever as it tries to catch up with rivals.Article
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IPOSpaceX’s historic IPO opens the door for OpenAI and Anthropic’s mega-listings
June 12, 2026After its historic first day of trading that saw a 19% pop, SpaceX’s successful IPO signals positive launch conditions for AI mega IPO candidates OpenAI and Anthropic.Article
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Infrastructure SaaS QuarterlyInfrastructure SaaS VC Trends
June 10, 2026The Q1 2026 Infrastructure SaaS 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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IPOOpenAI and Anthropic have officially started the IPO race
June 8, 2026Both companies have now disclosed that they recently submitted draft S-1 documents to regulators.Article
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IPOAOL and Vimeo owner Bending Spoons files for US IPO
June 8, 2026The Italian tech company is $4.36 billion in debt after going on an acquistion hot streak last year.Article
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Analyst NoteMind the Gap: The Bid-Ask Spread in Consumer AI
June 5, 2026This analyst note applies PitchBook’s dealmaking framework to consumer-facing AI companies, quantifying market bifurcation and capital concentration to help investors time commitments and assess pricing power.Research
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VC ExitsQuantum computing’s biggest IPO arrives with a fizzle, not a pop
June 4, 2026Quantinuum’s Nasdaq debut started strong, pricing above its initial range, but ended the day flat.Article
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