Fear and greed: the AI marketing playbook
Anthropic overtook OpenAI on ARR, Sam Altman got a brutal New Yorker profile, and both labs are racing toward IPO
Insights
Expert perspectives on venture capital, private markets, and the future of investment.
Token spend is the new cloud bill
Ramp just launched Ramp AI Spend Intelligence, a tool to help companies track their AI costs across model subscriptions, API spend, and tool sprawl.
Newsletter
Q1 2026 Update: the market is rotating
In just three months of 2026, the secondary market has repriced and broadened significantly
Rolling out the red carpet
Nasdaq will change the rules for its flagship index to let newly public companies join within 15 trading days, down from three months currently.
Anthropic's server proble
Anthropic accidentally leaked a draft blog post revealing its next flagship model, Claude Mythos
OpenAI had quite a week
The money first: $122 billion closed at an $852 billion valuation — its largest round ever. Amazon, Nvidia, and SoftBank anchored it at $50 billion, $30 billion, and $30 billion respectively.
Newsletter
The Most Audacious IPO in History Is Launching Into a Bear Market
$47 billion — that's what every US IPO raised in 2025, combined. In 2026, SpaceX alone wants $75 billion.
Revolut: Europe's Most Profitable Fintech Has an Identity Problem
Revolut published its 2025 annual results last week.
Anthropic vs. The Pentagon: The AI Company Won Round One
The AI legal battle just produced its first verdict — and the government lost.
Prediction Markets: The Regulatory Net Closes
The fastest-growing corner of American finance just got a lot more complicated.
Anthropic Gives Claude Hands
Anthropic is making Claude meaningfully more autonomous with two additions to Claude Code and Claude Cowork.
Signals
Signals
10 latestGlean Adds Claude Opus 4.7 to Enterprise Assistant Platform
Glean has expanded its AI capabilities by integrating Anthropic's Claude Opus 4.7 into its enterprise assistant platform, broadening its model options for business users.
Source: TipRanks
Innovaccer Launches AI-Driven Healthcare Autonomy Platform Targeting Administrative Costs
Innovaccer unveiled its Healthcare Autonomy Platform, an AI-driven solution aimed at reducing administrative costs and streamlining healthcare operations. The company highlighted the platform's vision through a CHIME Leadership Webinar and related announcements.
Source: TipRanks
SpaceX IPO Preparations: Accelerated Employee Share Vesting and $2 Trillion Valuation Target
SpaceX has moved up the vesting schedule for employee shares to as soon as next week, signaling imminent IPO preparations targeting a valuation of over $2 trillion. Multiple outlets are closely watching the IPO process and its financial implications.
Source: theinformation
Rivian Partners with Redwood Materials to Repurpose EV Battery Packs for Grid Energy Storage
Rivian has partnered with Redwood Materials to repurpose used EV battery packs for grid-scale energy storage, with a focus on Rivian's Illinois factory operations. The deal highlights Redwood's expanding role in second-life battery solutions.
Source: MSN
Cerebras Eyes $3B IPO Filing Amid OpenAI Deal
Chip startup Cerebras is reportedly eyeing a $3 billion IPO filing, with the massive OpenAI chip deal potentially boosting its valuation prospects.
Source: Stocktwits
OpenAI Signs $20B+ Chip Deal with Cerebras, Takes Equity Stake
OpenAI has agreed to pay Cerebras more than $20 billion over three years for servers powered by Cerebras chips, doubling previously reported figures. As part of the deal, OpenAI will also receive an equity stake in the chip startup, which is reportedly eyeing a $3B IPO filing.
Source: theinformation
Databricks Expands Platform Capabilities with dbt Integration, Google Cloud Collaboration, and Document Intelligence
Databricks highlighted accelerating adoption of dbt on its platform, deepened collaboration with Google Cloud, and new Document Intelligence and Lakeflow pipeline capabilities, reflecting continued expansion of its unified data platform.
Source: Databricks
Perplexity Launches 'Personal Computer' AI Assistant for Mac
Perplexity has released its Personal Computer AI assistant for Mac, enabling Mac mini and other Mac devices to function as always-on AI agents. The product expands Perplexity's AI assistant capabilities to the macOS platform.
Source: Engadget
Anthropic Launches Claude Opus 4.7, Trailing Its Own Restricted Mythos Model
Anthropic released Claude Opus 4.7, an updated general-availability model that narrowly reclaims the top spot among publicly available LLMs, though Anthropic itself acknowledges it trails the restricted Mythos model released just a week prior.
Source: bloomberg-tech
AlphaSense Appoints New CFO as Annual Revenue Surpasses $500 Million
AlphaSense has named a new Chief Financial Officer as the company's revenue has exceeded $500 million, signaling continued growth for the market intelligence platform.
Source: AOL.com
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