• 

  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

  Learn more »
• 

  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

  Learn more »
• 

  Weekend Analysis

  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.

  Article

  Learn more »
• 

  Weekend Analysis

  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.

  Article

  Learn more »
• 

  Weekend Analysis

  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

  Article

  Learn more »
• 

  Weekend Analysis

  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.

  Article

  Learn more »
• 

  Weekend Analysis

  Meet VC firms’ new rising stars

  May 8, 2026

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

  Article

  Learn more »
• 

  Weekend Analysis

  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.

  Article

  Learn more »
• 

  Weekend Analysis

  Secondaries’ next layer raises old questions

  April 24, 2026

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

  Article

  Learn more »
• 

  Weekend Analysis

  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.

  Article

  Learn more »
• 

  Weekend Analysis

  Everyone agrees AI finally has a memory. But who will it belong to?

  April 10, 2026

  At HumanX’s sophomore outing, investors and founders argued persistent memory is the fix—if the big labs don’t swallow the category first.

  Article

  Learn more »
• 

  Weekend Analysis

  How the war in Iran is changing the way PE thinks about energy

  April 2, 2026

  For investors, energy security and the clean energy transition are no longer separate conversations.

  Article

  Learn more »
• 

  Weekend Analysis

  OpenAI is sunsetting Sora, but it’s not the end for AI video generation

  March 27, 2026

  The generative video startups with enterprise users and a steady cash flow are increasingly optimistic about the future.

  Article

  Learn more »
• 

  Weekend Analysis

  SPACs are back, and they’re coming for deep tech

  March 20, 2026

  There’s no shortage of VC money flowing into the technology, but to scale, companies are turning to the public markets—and the blank-check vehicles that access them.

  Article

  Learn more »
• 

  Weekend Analysis

  To gate, or not to gate?

  March 13, 2026

  The liquidity crunch in the BDC market has stirred a debate about how managers should handle an increased level of redemption requests.

  Article

  Learn more »
• 

  Weekend Analysis

  PE bet big on financial advisors. AI is making it nervous

  March 6, 2026

  After a record run, financial services is expected to cool off until the impact of new robotools and the future of human advisers becomes clear.

  Article

  Learn more »
• 

  Weekend Analysis

  Even VCs bullish on AI say the SaaS-pocalypse isn’t here yet

  February 27, 2026

  Funding for vertical AI is accelerating even as investors argue mass job replacement isn’t here.

  Article

  Learn more »
• 

  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

  Learn more »