Research and reporting on tech, AI, early-stage investing and the startup ecosystem.
101 articles
The "Watt-Bit Spread," coined by ex-Microsoft energy chief Brian Janous, highlights the widening gap between the cost of electricity and the high value of AI computation. As AI data centers rapidly scale, demand for power is overwhelming utilities, exposing grid bottlenecks and delays. To bridge thi
As AI data centres drive massive new power demands, Small Modular Reactors (SMRs) are emerging as a promising, scalable solution for delivering reliable, carbon-free energy. With growing investment from tech giants and venture capital, SMRs could play a key role in easing grid strain and supporting
AI’s explosive growth is driving a massive surge in electricity demand, especially from data centers running large language models like ChatGPT. These workloads consume far more power than traditional computing, putting serious strain on North America’s already stretched power grids. Utilities and t
Product-market fit (PMF) occurs when a product successfully satisfies a specific market's needs, leading to strong customer adoption and retention. More than any single milestone, it is a fundamental shift where your product satisfies a real, validated need. Key indicators include high retention, me
At very early stage, investors are betting on you, not your metrics. Learn how to earn and communicate founder-market fit with clarity and conviction, using our DEEP framework as your guide.
In June 2025, Meta acquired 49% of Scale AI, turning a neutral infrastructure provider into a strategic asset. OpenAI and Google cut ties in response. By installing Scale’s founder to lead its new Superintelligence unit, Meta is accelerating its push to close the AI innovation gap.
For first-time founders, the right VC does more than write a check. The best bring hands-on support across hiring, go-to-market, and fundraising. Here's how to spot real value-add, regardless of firm size or brand.
We were skeptical when CoreWeave IPO’d: high debt, heavy reliance on Microsoft, and a fragile business model. But since then, the stock has surged 250%, they’ve closed a $2B unsecured debt deal, and rapidly integrated Weights & Biases to build a full-stack AI platform. Key risks remain, but the stra
Salesforce’s $8B acquisition of Informatica marks a bold step to own the enterprise data stack in the AI era. By adding best-in-class data integration, governance, and MDM tools, Salesforce fills a critical gap in its platform and strengthens its AI infrastructure. The move positions Salesforce to u
Corporate venture capital (CVC) lets companies invest in startups using their own balance sheet to gain strategic insights and financial returns. It offers a cost-effective way to access new tech, explore markets, and build M&A pipelines without heavy R&D. Firms with CVC arms often outperform peers
Limited partners (LPs) are often seen as passive capital providers, but the most effective ones contribute more. From strategic insight and customer introductions to operational support and long-term alignment, value-add LPs are becoming essential partners to both venture funds and the startups they
Google is at a strategic crossroads as AI-native tools like ChatGPT and Perplexity begin to erode its long-standing dominance in search. With declining Safari search traffic and a $100B market cap swing, Google next move is uncertain. Christensen’s Innovator’s Dilemma is playing out in real time, fo
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