Research and reporting on tech, AI, early-stage investing and the startup ecosystem.
101 articles
Geoffrey Hinton’s breakthroughs in deep neural networks, especially convolutional nets like AlexNet, triggered the modern AI revolution by proving that large models trained on massive datasets can outperform traditional methods. He later became one of AI’s loudest warning voices, raising concerns ab
A series of large, interlinked deals between NVIDIA, OpenAI, and Oracle has raised questions about circular financing in AI. Some view it as inflated growth built on mutual dependence, while others see it as a practical way to fund and scale the infrastructure behind today’s AI expansion.
Artificial intelligence has become astonishingly good at perception. It can describe a photo, summarize a document, and even generate a symphony of pixels from a sentence. The models behind these feats (convolutional networks, transformers, diffusion systems) have mastered how to recognize patterns.
A sudden $100,000 fee on H-1B visas jolted the U.S. tech market, sending companies scrambling and narrowing access to global talent. Startups fear higher burn and thinner pipelines as founders and engineers consider building elsewhere. Canada and other countries are moving to attract these workers,
The Bridge is a one-of-a-kind summit that brings together energy industry leaders, AI entrepreneurs, infrastructure experts and investors for an intensive week of facility tours and dealmaking. Hosted September 17-21 in Calgary and Banff, The Bridge 2025 was a handpicked conference that connects the
Apple has shoveled $704B into buybacks over the last decade, clear signal it’s now an EPS-first incumbent, not a moonshot machine. “Apple Intelligence” is incremental, Siri 2.0 slipped to 2026, and Siri punts tough queries to ChatGPT while Google/Samsung push true AI-first phones. Cash returns run ~
The US has never had a sovereign wealth fund, but that may be about to change. Instead of relying on oil revenues or trade surpluses like Norway or Singapore, the American version is being seeded through equity stakes in industrial projects and assets seized by law enforcement. If successful, it cou
In 2025, venture-backed IPOs in North America surged, with 13 U.S. companies going public by mid-August compared to just 8 in all of 2024. These offerings, spanning fintech, AI, healthcare, and space, raised nearly $86B at IPO price and most saw strong first-day gains, signaling renewed investor app
GPT-5’s launch highlighted the gap between lofty expectations and the practical realities of AI progress. While bold claims about AGI have been tempered, the real advances may lie in efficiency, cost, and usability rather than sudden leaps in intelligence. Much like electricity or the internet, the
Augur VC has released Flight Deck , an open-source AI infrastructure financial model designed to unlock the Watt-Bit revolution at the intersection of energy and AI. Flight Deck serves as a pilot’s dashboard for navigating power and compute trade-offs, giving founders, financiers, and operators a co
OpenAI’s GPT-5 is its most advanced model yet, using a new Mixture-of-Experts design for faster, more accurate, and more versatile performance across text, images, and audio. It offers deeper reasoning, stronger coding/writing, a massive 400K-token context window, and improved safety. New “Agent” to
Figma’s IPO filing included language authorizing blockchain-based common stock, signaling openness to tokenized equity. While they haven’t issued any yet, this move could lay the groundwork for more flexible liquidity options in private markets.
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