Weekend Analysis

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Weekend Analysis

Meet Petra, the AI that runs a PE firm

August 21, 2026

PE is racing to integrate AI. Boston-based Ethos Capital may have taken it further than anyone.

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Weekend Analysis

Why defensibility is the hook for VC data center investments

August 14, 2026

Semiconductor funding is on pace to beat 2025’s total by nearly 50%, as investors chase the safety net hardware offers that software can’t.

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Weekend Analysis

Ground control to private equity: has AI landed on the factory floor?

August 7, 2026

Buyout firms are pushing new tools into old-economy businesses, but measurable gains are coming from automation, not AI.

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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.

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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.

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CVCs are spending more on less

July 10, 2026

Corporate venture capital arms focused on fewer, but larger investments in AI startups to gain preferred access to compute. “Frankly, the balance sheet growing is not the motivation.”

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What happens if OpenAI delays its IPO to 2027?

July 2, 2026

Three possible scenarios if one of this year’s most hotly anticipated IPOs decides to wait.

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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.

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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.

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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

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How AI cyber threats could unlock a wave of PE investment in Europe

June 5, 2026

Regulatory mandates and an escalating threat landscape create a rare opportunity for cybersecurity investors.

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Want to invest in my startup? Talk to my agent.

May 29, 2026

There’s a big gap in VCs’ and founders’ comfort with AI agents in the fundraising process—and it’s creating new tensions.

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OpenAI and Anthropic’s next test is a balancing act

May 22, 2026

The companies will have plenty of runway to juggle profits and public benefits ahead of their IPOs

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The limits of VC’s humanoid bet

May 15, 2026

Funding for startups in the vertical of robotics has reached record levels this year, but there are doubts as to the use cases for these machines.

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Meet VC firms’ new rising stars

May 8, 2026

They have stellar resumes, diverse backgrounds and can-do attitudes.

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What does ‘strong performance’ look like for a mid-market buyout firm?

May 1, 2026

LPs want to see realizations before committing to a new fund. But the market still has room for a well-told story, provided it holds up.

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Secondaries’ next layer raises old questions

April 24, 2026

Here’s why secondaries investors are increasingly turning to tertiary investors for liquidity.

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Employees at mega-IPO candidates are opting out of tender offers in a ‘champagne problem’

April 17, 2026

Anthropic’s recent tender offer fell short of its $6B target, an investor in the company said.

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