Research and reporting on tech, AI, early-stage investing and the startup ecosystem.
101 articles
The 10-year Treasury is back around 5%, making the cost of capital impossible to ignore. Higher yields raise the hurdle rate for everything from venture capital to AI infrastructure, even as strong growth and massive investment help keep those yields elevated. The result is a strange cycle where the forces driving the tech boom may also be making it harder to finance.
A researcher walks out of Anthropic. Dario Amodei publishes an essay about slowing down. Altman and Musk agree. David Sacks does not buy the altruism. Somewhere underneath the posts is a quieter argument about whether superintelligent agents belong on the public internet at all.
Oura’s S-1 makes a strong case that wearables are becoming much more than hardware businesses. The ring gets customers in the door, but the value is really in subscriptions, years of health data, and the software that turns that data into something useful. Four months after our Fitbit piece, Oura looks like a much stronger counterexample to the idea that standalone wearable companies cannot compete with Apple and Google.
Who’s talking about SpaceXAI’s new agent, who’s actually using it, and what the token bill looks like once the thing stays on overnight.
Open-source AI gives startups, developers and businesses an alternative to relying entirely on a small group of closed model providers. Restricting access to open models could reduce competition, increase costs and limit how companies build and deploy AI, while doing little to stop the technology from advancing elsewhere. That matters even more as the model itself becomes just one component of a larger system that increasingly determines how useful an AI product actually is.
What a $16 Billion Fire Sale Did and Did Not Prove About AI Equities. Prices and filings current as of the close on Friday, August 14, 2026.
Airtable’s acquisition by Bending Spoons looks like a major step down from its 2021 valuation, but that misses much of the story. The company still built a product used by hundreds of thousands of organizations, reached nearly half a billion dollars in recurring revenue and generated exceptional returns for early investors. The bigger lesson is what happens when a great company is priced as if it needs to become a generational one.
How we turned Ventures Edge from a rented Squarespace site into a custom publication with its own code, visual language, and point of view.
DeepSeek showed that frontier-level intelligence could be built and served far more efficiently than the market expected. Kimi K3 takes that disruption further by combining competitive performance with open weights, giving developers and enterprises more control over how models are hosted, customized and deployed. The right response is not to restrict access, but to build stronger open alternatives and compete in a model market that is becoming cheaper, more open and far less defensible.
"AI 2040: Plan A" proposes a radical blueprint to prevent a reckless global race to superintelligence through full research transparency and enforceable U.S.–China cooperation. By pausing AI capability growth at human-expert levels until 2040 using "mutually assured compute destruction," the plan ai
For years, China’s leading AI labs used open-weight models to catch up with their American rivals. Now that some of those models are approaching the frontier, Beijing may be reconsidering whether the rest of the world should have access at all. The next phase of the AI race may be shaped not just by
The best AI model is no longer simply the smartest one. As providers flood the market with frontier, mini, flash, reasoning, coding, long-context, closed, and open-weight models, the real question is how much useful intelligence each model delivers relative to cost, latency, compute, context, and op
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