
Are we in the Agentic Inflection point or not?
Analysts say 40% of agent projects will fail. Nvidia, Google, and Amazon just bet hundreds of billions otherwise. Who's right?
Expert perspectives on venture capital, private markets, and the future of investment.

Analysts say 40% of agent projects will fail. Nvidia, Google, and Amazon just bet hundreds of billions otherwise. Who's right?

Two mega-rounds last week. Six of the top 25 fit the old framework. The other nineteen don't.

While all eyes are on compute partnerships, things are moving fast on the agentic commerce side — and it looks very much ready.

Last week's Anthropic announcements signal a bigger ambition: going somewhere software could never reach. The financial services agents.

Last week's Q1 earnings from Amazon and Google left investors with a problem they couldn't quite name. By every observable signal, the hyperscalers are winning.

SpaceX claims a $26.5 trillion AI TAM and lines up a $60 billion Cursor acquisition it plans to pay for with IPO stock.

Half of 2026's planned data centers won't be built. States are banning them. Two of the winners just filed to go public.

Anthropic overtook OpenAI on ARR, Sam Altman got a brutal New Yorker profile, and both labs are racing toward IPO

Ramp just launched Ramp AI Spend Intelligence, a tool to help companies track their AI costs across model subscriptions, API spend, and tool sprawl.

In just three months of 2026, the secondary market has repriced and broadened significantly

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 accidentally leaked a draft blog post revealing its next flagship model, Claude Mythos
Nvidia and Unitree have announced a collaboration to build a new humanoid robot powered by Nvidia's Isaac GR00T platform, with Jensen Huang describing it as a meaningful step toward highly capable robots. The partnership also involves Sharpa and signals a major push into real-world capable humanoid robotics.
Source: TechRadar
Optical interconnect startup Ayar Labs has closed a $500 million funding round with backing from major chipmakers Nvidia and AMD, signaling strong industry confidence in photonic interconnect technology for data centers.
Source: Data Center Dynamics
Chinese automaker Seres, maker of the Aito brand, has partnered with ByteDance to co-launch a new automotive brand. The deal marks a significant expansion of ByteDance's footprint in the smart vehicle and mobility sector.
Source: CarNewsChina.com
Anthropic has expanded access to its Mythos model to more than 150 additional organizations across over 15 countries, broadening the AI system's global reach.
Source: CNBC
Arm has confirmed that ByteDance and Oracle are among the users of its data centre CPU chips, highlighting ByteDance's diversified chip strategy for its infrastructure. The disclosure underscores ByteDance's significant investment in data centre hardware.
Source: Reuters
A US federal court has named Ripple as an established blockchain standard in a patent ruling involving JPMorgan, marking a notable legal recognition of Ripple's technology.
Source: TradingView
Elon Musk has floated the idea of merging Tesla and SpaceX into a $3.4 trillion giant, though analysts warn the combined entity would lose money from day one and may not benefit Tesla shareholders.
Source: Fortune
Anthropic confidentially submitted a draft registration statement on Form S-1 to the U.S. Securities and Exchange Commission for a proposed initial public offering of our common stock. This gives us the option to go public after the SEC completes its review.
Source: Anthropic
Oura is set to add a blood pressure monitoring feature to its ring following a change in FDA policy, expanding its health tracking capabilities.
Source: RAPS.org
Kalshi is shifting its focus toward institutional and Wall Street clients after building its user base through individual retail traders, signaling a new phase in the platform's growth strategy.
Source: CNBC
OpenAI is reportedly working on an internal tool that could weaken Nvidia's software advantage, potentially reducing dependence on Nvidia's proprietary AI software stack.
Source: The Information
Polymarket is cracking down on VPN users as legal and regulatory pressure intensifies across dozens of countries, signaling a tightening of access controls on the platform.
Source: Gizmodo
Quantinuum filed an amended S-1 setting the price range for its Nasdaq IPO at $45 to $50 per share on 21 million Class A shares. The deal targets up to $1.05 billion in proceeds at a $12.7 billion fully diluted valuation, with trading expected on or around June 3 under ticker QNT. It is the first traditional IPO from a full-stack quantum computing company, while every prior public-market quantum entry has come through a SPAC.2025 revenue came in at $30.9 million, up from $23 million the year prior, against a $192.6 million net loss. The company has spent more than $2 billion on R&D over the past decade and held $677 million in cash at quarter-end.
Source: SubStack
Saronic launched its first Marauder Medium Unmanned Surface Vessel (MUSV) and commenced on-water trials, with HII also included in the Navy's first MUSV prototype tests.
Source: navalnews.com
A hands-on test pairing Google's NotebookLM with Perplexity AI for a week found the two tools work well together as complementary research aids, with each covering the other's weaknesses.
Source: XDA
VAST Data is powering Mistral Compute AI factories running on NVIDIA GB300 NVL72 hardware, highlighting a key deployment partnership in next-generation AI infrastructure.
Source: StorageReview.com
Blue Origin's New Glenn rocket exploded in a massive fireball during a pre-launch test in Florida, dealing a major blow to the Jeff Bezos-backed firm's efforts to compete with SpaceX's Falcon 9 and Starlink.
Source: bloomberg-markets
OpenAI has held discussions with Citigroup and JPMorgan Chase about joining the bank lineup for its upcoming IPO, expanding the roster of financial institutions involved in the offering.
Source: bloomberg-tech
Prediction market Kalshi won approval from U.S. regulators to offer crypto trading through bitcoin perpetuals, a type of highly-leveraged derivatives product, confirming an April report by The Information.
Source: TheInformation
Airwallex is moving staff out of China as part of its US expansion push, following allegations of a 'backdoor' enabling Chinese staff access to US customer data.
Source: Asia Tech Review
AI analyst
Companies, valuations, IPO plans, market activity