45 articles
China's Kimi AI model has crossed 10 million monthly active users and is compressing Western AI pricing faster than most investors have priced in. Here's the real market signal behind the headlines and exactly what I'd do about it now.
Neil Rimer says the capital that flooded into AI is starting to come back out through exits and acquisitions. That return cycle triggers the next wave of funding, and the window to position ahead of it is closing fast.
The first wave of GPU financiers is moving $400M into inference chips. The training era is over and the inference gold rush is here. Here is what smart money knows that most investors are still missing.
Applied Computing wants one AI model to run an entire oil and gas plant. With unplanned downtime costing the industry $38 billion a year, the stakes are real. Here's who wins, who loses, and what smaller operators should do right now.
Emergent, an Indian AI coding startup, crossed the $1 billion valuation mark after closing a $130 million Series C. The real story isn't the money. It's what this signals about the future of coding, the geography of AI, and who gets left behind.
The people who don't need the money are working the hardest right now. In 2026, serial founders who already cashed out are back building from scratch. Here's the real reason why, and what it means for anyone watching from the outside.
OpenAI is building a subscription that lives inside your home alongside your TV and your music. The ChatGPT family plan is a $40 billion land grab for your monthly budget, and most people will respond the wrong way.
Meta paused an Instagram AI feature that rewrote user captions and generated profile summaries without consent. The backlash was fast, the retreat was calculated, and the return is already being planned. Here is the owner mindset take on what to do next.
OpenAI named GPT 5.6 the preferred model for Microsoft Copilot 365. But with both companies quietly building exits from their $13 billion partnership, this announcement is more about optics than loyalty. Here is what the money story actually looks like.
Nandan Nilekani is stepping back from his general partner role at Fundamentum Partnership just as the firm launches a $200 million third fund. Most people see a famous founder stepping aside. I see a fund that's outgrown the need for celebrity validation. Here's what this means for operators and founders watching Indian venture capital.
Former OpenAI Chief Product Officer Kevin Weil has joined the board of Stoke Space, the fully reusable rocket startup challenging SpaceX. His move reveals where the people who understand AI at the deepest level are now placing their bets, and most investors will miss it entirely.
AI voice cloning lets scammers impersonate your family members with three seconds of audio. Savi is building a verification code system to stop panic-driven fraud before the money moves. Here is the real threat, what Savi actually does, and what you should set up with your family today.