Search

We're one week after SpaceX's IPO. Let's look at what's happening in private SpaceTech.

It feels like we're having an Enterprise AI hangover — just as Anthropic and OpenAI climb toward IPO territory.

What is it that investors want: exposure to Anthropic, or exposure to something exceptional — something they can't easily own?

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.

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

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 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.

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