Venture Capital

How to Raise Capital: Why Metrics Still Matter

Weekly Funding rounds / Statistics / Insights of October 20, 2026

Private markets vs. the S&P 500

We’re Launching GR Angel: 53 Companies, $1.2B Raised, a Unicorn and Our First Exit

20VC: You Need $1BN To Do Seed Today: The Untold Truths of Venture | Who Wins and Who Loses in the Next Decade of VC | Why Margin and Price Matter Less in a World of AI with Sameer Dholakia, Bessemer

Seinfeld

🏭 Startup factory

Axios Pro Rata: Runnin' down a dream

We put a multimillionaire’s portfolio into Claude (the results shocked us)

CoreWeave's trump cards

BREAKING: One of Apollo’s Fastest-Returning Deals

In Order To Raise From a VC, You Need To Think Like a VC

🔥What's Happening in the Markets Right Now? Inflation Is Back, M&A Nears Record Highs & Premiums Cool

Topdog Success Story. 10 OOTB questions to co-founder Aman Agarwal

Compute Economics🖥️, Investors Who Take Cold Pitches💰, How CVC Is Concentrating AI VC Activity📈

CoreWeave Crash, AI Trade Cracks, Anthropic IPO Red Flags, Bill Gates Doomer

352 Investors Who Take Cold Pitches (and the Order to Pitch Them In)

Venture’s chivalric myths

Axios Pro Rata: Endowment elevation

the 6 traits of people who can’t stop making money

Investors Turn on Data Center Builders as Rising Interest Rates Dampen the AI Trade

So you want to finance an AI lab?

Tesla Unveils a Flying Car

MITO's $4.5M Pre-Seed Deck: How Lightspeed Backed the AI Studio Behind 50 Cent, Zara and Movistar

20VC: The Pro-Rata Battle: Valar Atomics Sues Day One Ventures | Meta Returns to the AI Frontier With Muse Wonder | NVIDIA Eyes $30B Reflection Deal & Jev Raises $870M at a $7.5B Valuation

Elizabeth Holmes' Husband Billy Evans: The Trial, Prison & Nathan Fielder's Documentary

💰 Anthropic's money bags

Axios Pro Rata: Founders vs. fiduciaries

Chart of the Day

✍️Inside Our DDVC London Hackathon: AI for Finding, Assessing & Managing Deals

State of VC Fundraising: Q3 2026

Chart of the Day

Indian VC Firms Are Following Founders to Set Up Shop in Silicon Valley

Weekly Funding rounds / Statistics / Insights of October 14, 2026

Report: Your last-gen SaaS holdings have a closing window

Anti-screen VC bets on a kids’ AI phone

Thrive Capital's Bet on Neuralink, OpenAI & the Future of Medicine

FBI Arrests OpenAI Employee Who Bugged Company Conference Room

Two Types of Startups: Spikes and Explainers

How much is OpenAI worth now?

Hyperscalers double-dip the chip

Replit's CEO Got Canceled for Killing Code in 2025. A Year Later, He Was Right.

An empirical agenda for AI🔬, How Does Thrive Do It?🎨, Everyone is building the same thing🧩

Mark Zuckerberg Launched Muse Despite Internal Safety Concerns

973 VC Funds Under $200M, Cleaned and Scored: The Fresh Fund Sheet and the Fit Finder Prompt

What Makes a Great Entrepreneur? | Ben Horowitz on Vintage x Vintage

☠️ "The day after"

✍️ How to Automate Deal Sourcing, Scoring, Memos, Intros, Reporting & More

🦄 Axios Pro Rata: Shattered decacorn records

Competing ARR Estimates & Fuzzy Valuation Math in the Spotlight as Markets Get Edgy

OpenAI's missing $20B

Trump Administration Freezes Skilled-Worker Immigration Programs for Microsoft and Others

These Famous VC Mistakes Still Teach the Best Investing Lessons

Axios Pro Rata: Bankroll bifurcation

New GPs go hungry

USV’s New $900M Fund: Fred Wilson, Rebecca Kaden & Mike Mignano

BREAKING: USV Raises $900M in New Funds

Common Sense Media Calls ChatGPT for Teens an "Unacceptable Risk"

80 Seed AI Funds That Invested in the Last 180 Days: The Scored Sheet and the Syndicate Map

Axios Pro Rata: Drone dollars

Charts of the Day + Public Markets Update Deck

💥When to Raise, Biggest Opportunity in Software, Building a VC AI Brain & More

Kalshi's valuation is a bold prediction

For Three Years, Only Companies With Big Budgets Could Work With Me. Today That Changes

Axios Pro Rata: Campaign cash

The hedge fund doubling down on VC

The Pentagon Stops Using Claude

20VC: Is Seed Investing Dead Without a $1BN Fund? | Does Ownership and Price Matter When Companies Can Be $1TRN Exits | Are AI Revenue Numbers Real and What to Watch Out For with Venky Ganesan, Menlo Ventures

How to Raise Venture Capital: When to Raise

Axios Pro Rata: Rigor reminder

🔥World's Hottest Startups in October 2026

The $5T AI Opportunity🤖, The Only Reason to Raise Venture Capital⚖️, The Great AI Capital Misallocation🏗️

David George & Jack Altman on AI, Autonomy, and the Next $25 Trillion

Trump's Super Intelligence Summit, AI Safety Accord, GDP Beats, Midterm Predictions

✍️10 Takeaways from the DDVC Investor Stage at Bits & Pretzels 2026

Anthropic's IPO Can't Wait Forever

OpenAI Fires Researchers for Sharing Info with an AI Safety Organization

20VC: Instinct Raises $1B at $10B Valuation | AMD Buys Fei-Fei Li's World Labs for $8.2B | Meta Poaches MongoDB's CEO | Bessemer Raises $5.75B | Oura Pulls IPO & Nubank Eyes $8–12B Monzo Takeover

Axios Pro Rata: Vinod visit

SCOOP: Benchmark Backs Early-Stage Startup Tendrils Compute as Chip Momentum Builds

Edition #17: 51 New Funds, 50 Fund of Funds LPs, Q2 2026 Performance Benchmark

New Q3 data: Elon strikes again

Inside Oak HC/FT's $1M to $100M Check Strategy

Uncapped #58 | David George from a16z

Jake Paul & The Chainsmokers: Turning Fame into Funds, Jake Enters Politics? & Venture Bubble Signs

Axios Pro Rata: Anthropic's IPO path

💥Why LPs Pass, Where to Make Money in AI, New Fund Performance Data, VC Tool Budgets & More

We tested Instinct, MUSE and Grokbot. They’re ridiculous.

Investing with the stars

The $1 Trillion AI Buildout | State of Markets

Axios Pro Rata: Food shopping

Weekly Funding rounds / Statistics / Insights of September 29, 2026

VC Fund of Funds: The Players

67 AI startups fighting rogue agents

Why Raise Venture Capital

Axios Pro Rata: AI self-own

Chart of the Day

Is Muse a startup destroyer?

How Apollo, Citadel, Blackstone, & Bridgewater Built Their Brands

🔥Building Products That Investors Actually Use

BREAKING: Eclipse’s Quiet Rise to $12.5B+ AUM

ICYMI: 10 Wild Hot Takes From the All-In Summit 2026

Venture Capital’s Incentives⚠️, Seed Funds You Can Actually Contact 📧, VC Fund Performance🔍

Anthropic IPO at Risk, Meta's Muse Pop, Token Prices Fall, Open Source Gains Share, Alignment Fails

OpenAI Hacked U.S. Government Sites, Too

We Built a Free Tool That Reads Your Deck the Way an Investor’s Triage Does

🤖 AI arms control

Axios Pro Rata: Whistleblower

Kalshi's long odds come at a cost 🎲

The Reputation Graph of Silicon Valley | Introducing Cosign

🔥More Shots on Goal: How AI Rewrites Portfolio Construction

Re-Founding Incumbents for the AI Era with Sequence Holdings Co-Founder and CEO Michael Lee

Weekly TOP Startup / VC news of September 24, 2026

Bessemer adds weight to VC's barbell

How to Raise Venture Capital: How Rounds Happen

Axios Pro Rata: IPOs on hold

💥Anatomy of a Great VC Career, New Battleground in GTM, Rogue Agents in VC, The Software Barbell & More

Inside Schwab’s private market push

Feds Investigate $5B in Suspicious Kalshi Trades

🧷 AI's safety paradox

Axios Pro Rata: Ponzi VC

Introducing Newcomer’s VC Sentiment Report: Unfiltered Insights from Silicon Valley’s Top Venture Capitalists

Weekly Funding rounds / Statistics / Insights of September 22, 2026

The VCs cashing out on Oura

a16z Just Launched a School

Pulled IPOs Signal Wall Street Losing Faith in Data Center Boom

Axios Pro Rata: Antitrust argument

AI has security chiefs scared stiff

Eclipse's Lior Susan on $12.5B AUM and the Bet on Physical Industries

Frontier Overhangs (Stratechery Article 9-21-2026)

🔥AI Labs Asked to Slow Down While NVIDIA Keeps Shopping - Here's the State of the Market in September 2026

Brad Gerstner on the Largest Wealth Transfer to America’s Kids

How to Build an Investor List With Claude That Investors Actually Answer

Axios Pro Rata: Slowdown

This Was Supposed to Be a Newsletter

The State of Startups in 2026

War in the Middle East & Rising Interest Rates Threaten the Funding for AI Build-Out

The case for building, not buying CEOs

Claude Now Leads 26% of Anthropic's R&D

Brad Gerstner: No AI Bubble, Semis Eat the Nasdaq & AI's Take Off Problem

🚂 Axios Pro Rata: Derailing a megamerger

Weekly TOP Startup / VC news of September 17, 2026

SAFE Note Dilution: The Math Founders Skip Until It’s Too Late

💥How to Win Family Office LPs, Why LPs Need VC Exposure, More Shots Needed at Seed, Incumbent Squeeze & More

Michael Moritz - Lessons From 40 Years of Investing and Writing - [Invest Like the Best, EP.491]

Meet our VC all-star team

The Senate Shoots Down the Crypto Industry's Big Bill

150 Fundraising Advisors Who Only Get Paid If You Close

How to Raise Venture Capital: The Speed Run

💭 AI in Dreamland

Axios Pro Rata: Safety first

Weekly Funding rounds / Statistics / Insights of September 15, 2026

Who wins if AI slows down?

Anthropic, Google, and OpenAI Are Discussing an AI Industry Standards Board

1,503 US Early-Stage Investors, Mapped: Pre-Seed to Series A

20VC: How LPs Allocate to Venture in 2026: What They Want, What They Do Not Want | Why Fund Multiple Does Not Matter Without a Timeline | Why Velocity of Cashback is the Most Important Thing with David Morehead, CIO @ Baylor

David Rubenstein: We took $5M and turned it into $500B

Databricks' math doesn't math—yet

🔥The Win Game: What Happens After Everyone Has Seen the Deal?

YC Summer 2026 Batch⚡, 40 AI Tools for Founders🛠️, Europe’s Race to $1 Trillion💰

Northern Yemen Group Used Claude to Build Weapons Systems, Anthropic Reveals

Be dumb. Waste Money. Win.

AI Kills Everybody or Doomer Psyop? OpenAI's Math Breakthrough, Nike's $200B Collapse

Axios Pro Rata: Dollars and doom

VC’s paper gains look wild

Sam Altman Discusses Putting the Brakes on Cutting-Edge AI

Travis Kalanick Says Excellence Is the Capacity to Take Pain. Here Are His 10 Rules for Building Through It.

20VC: Jensen Huang Declares AGI Has Arrived | GPT Astra and Fable 5.1 Accelerate the Model Race | Tesla Launches Cybercabs | Index Pulls Out of Town & Anthropic Pulls From Descartes Acquisition

Axios Pro Rata: Return to NYC

EXCLUSIVE: Tech Reporter Alex Heath Turns VC, Joins Sound Ventures

Weekly TOP Startup / VC news of September 10, 2026

What's driving legal AI's land grab?

Automattic's Board Kicks Matt Mullenweg to the Curb

The True Biggest Risks in the AI Thesis

144 Family Offices That Cut Pre-Seed Checks

How AI Is Rewriting the Power Law of Venture Capital

Axios Pro Rata: Can LIV live?

Rocket rounds aren’t losing fuel 🚀

How to Raise Venture Capital: Introduction

Axios Pro Rata: Pay-to-play

Chart of the Day

💥Fundraising Tips in a Consensus Market, Where to Invest in AI, Business Models Replacing SaaS, Fund Concentration Math & More

Weekly Funding rounds / Statistics / Insights of September 8, 2026

Venture's biggest losers

2 Companies Will Control Most of the World's Compute by 2028. Dylan Patel Did the Math.

Why Your Best Early Investors Won't Always Follow You Into the Series A

Top VC funds, ranked

How to Find Family Office Investors: The Claude Playbook

🔥World's Hottest Startups in September 2026

AI Will Collapse💥, Go Big or Go Broke🎯, The Rise and Fall of Agent Civilizations🤖

Paul Graham On Startups, Ambition, and Great Founders

The Accelerator Atlas

GPT-6 Hits AGI? Tech Euphoria 2.0, SF Mansion Shortage, NYC Bans AI in Schools & Venezuela Oil Deal

Axios Pro Rata: Controlling Anthropic

Tim Cook Was a Great CEO. The Tech Industry Needs a Statesman.

Oura's $1B+ pre-IPO buybacks

Nvidia Buys Hugging Face for $13B

20VC: NVIDIA Crushes Quarter and Buys Hugging Face | OpenAI Cuts Off Cursor | Instinct Hits $2.5BN Valuation and The Race for AI Assistants | Cognition Raises at $46BN, Linear $2.5BN and Clay $7BN

Axios Pro Rata: Driscoll dollars

🔥AI Creates More Startups - But Fewer Winners

India Quotient Shows How the VC Power Law Can Make or Break a Fund

Weekly TOP Startup / VC news of September 3, 2026

Data center dollars chase quantum

Google Doesn't Have to Sell Its Ad Tech Business

🚨 Frontier AI's disconnect

Axios Pro Rata: Oil money mystery

Chart of the Day

24,541 Pitch Decks Tracked: Here’s Where Investors Stop Reading

Axios Pro Rata: California clanger

Axios Pro Rata: Drone dispute

56: Miles Grimshaw - Back Down the Mountain

Sarah Guo - What the 250 People Building AI Believe - [Invest Like the Best, EP.489]

Weekly Funding rounds / Statistics / Insights of September 1, 2026

Edition #16: 32 New Funds, Who Backed Top 25 AI Startups, State of Pre-Seed Q2 2026

AI's M&A watchlist

The Feds and 20+ States Sue Amazon for Manipulating Ad Auctions

260+ Institutional LPs That Back VC Funds in 2026

Uncapped #56 | Brian Singerman from GPx

20VC: The AI Bubble Is Wrong | AI Margins Need to Improve | Revenue Concentration Should be a Concern | Why People Over-Estimate Open Models But Enterprises Still Fear Frontier Models with Aaron Katz, ClickHouse

Axios Pro Rata: California clanger

Hardware is eating the world, too

Gavin Baker: Why AI Demand Is Outrunning Compute Supply

🔥Who Should Own the Tech Stack: Investors vs Engineers

How to crack YC investing🎯, AI Intelligence Is Becoming the Primitive Layer💡, European VC Valuations Climb📈

Why a16z Launched the Machine Age Fund | Jen Kha

Martin Casado Says AI Broke Venture's Oldest Rule. Here's the $67 Billion Proof.

Axios Pro Rata: FIFA fallout

Nvidia Is Carrying the AI Economy. Is That a Problem?

Why Nvidia loves backing startups

Tech Giants Warn of Impending AI Cyberattacks

180 Emerging VC Funds Actively Investing in 2026

20VC: NVIDIA Bonanza: Buys Poolside & Invests in Mercor and Perplexity | Anthropic's $30TRN Revenue Assumption & OpenAI Confirms IPO | Why Customer Service, Defence and Robotics are Overinflated

Axios Pro Rata: Requiem for an office park

🔥What Thousands of VC Agents Do All Day

Amid Personal Assistant Investor Frenzy, Town Nears $1 Billion Valuation in Round Led by Instinct-Backer Index Ven…

VC is 'a trap'

A16z’s Martin Casado: Bullish on AI Apps, Bearish on Lone Ranger VCs

Space tech has already blown past 2025 🚀

BREAKING: Rocket Lab HQ Tour

Axios Pro Rata: PE's pastime

💥VC Ranking Flaws, Borderless Founders, Tender Offers on the Rise, VC Network Atrophy & More

A recipe for VC indigestion

Did the Price of Starting a Startup Just Fall Off a Cliff?

The New Economics of AI | Martin Casado & Steven Sinofsky

20VC: Inside Sequoia's Investment Committee: Lessons from Don Valentine, Doug Leone and Alfred Lin | How the SpaceX and Citadel Deals Went Down | What Sequoia Specifically Looks for in Founders with Julien Bek

💸 Anthropic's money question

Axios Pro Rata: Canadian competition

VC forecast: sunny with a chance of gains ☀️

Sam Altman: Intelligence Got 100x Cheaper in 2 Years. His Next Bet Is $5 Trillion

🎙️How I Invest: The AI-Native VC Firm

Guillermo Rauch on the Software Factory🧠, Always-On GTM Team🤖, How SaaS Companies Are Positioning Around Claude🥊

20VC: The AI Bubble Will Burst: Half the Neoclouds Will Die | China: Should We Ban Chip Exports & Be Fearful of Chinese Open-Source | Mag7: Who Dies and Who Thrives: Why Meta is Meh and Microsoft is Mega

Hassabis Bet His Job on AGI by 2030. Here Is What He Knows.

Best-performing investors to target as a founder: not just the famous names

Martin Casado on Where the Value Is Going in AI

Our 2Q letter to LPs

Axios Pro Rata: Data center disconnect

Two Huge Exits Show the Power of a16z’s Megafund Model

Arctos’ NFL shopping spree 🏈

BREAKING: Inside $12B Colossal Biosciences

20VC: SpaceX Buys Cursor for $60BN | Stripe's $8BN OpenRouter Bet | Anthropic's First Profit & The Math Behind Reaching $600BN in Revenue? | Lovable and Higgsfield Raise Mega Rounds

Axios Pro Rata: Stripe's singularity

AWS Gives You $1,000. Or $300,000. Same Form

How Global Networks Are Reshaping Startup Success

Axios Pro Rata: Walter's ripples

Is AINS the Next SaaS?

Emerging Manager Files: Patrick Murphy about $80M Tapestry VC Fund III

50 VCs that actually delivered

Axios Pro Rata: Director dispute

Weekly Funding rounds / Statistics / Insights of August 18, 2026

Agents need humans, too

The Feds Take Aim at a16z

Your Top 20 Investor Matches, Free, in 30 Seconds

20VC: Uber President on Budgeting AI at Uber: How AI Helps and Hurts Uber | Why Autonomy Is Existential | How to Beat DoorDash to #1 in Food | The Untold Stories of Travis Kalanick, Dara Khosrowshahi and China with Andrew MacDonald

Axios Pro Rata: Founder flux

Pre-IPO stock enters its scaling era

Series A activity: Week of August 9, 2026

🔥Record Investments, Slowing Economy - Here's the State of the Market in August 2026

AI Adoption Is a Myth⚖️, Anthropic Could Be Worth $2 Trillion at IPO💵, The Claude Prompts That Close Rounds in 20…

Sarah Guo Is Betting Nearly a Billion Dollars That the AI Labs Cannot Build Everything

What capital wants

Anthropic's $2T IPO, Zuck's AI Manifesto, Nvidia's $500B AI Bet, Grok's Comeback

Axios Pro Rata: Copperhead road

🔥How to Build an AI Harness for Your Investment Firm, One Workflow at a Time

Thrive Capital Finds its Lane as a New Kind of Venture Investor

The great OpenAI exec exodus

The CapEx Train Keeps Rolling (This Week in Stratechery)

Free Money Most Founders Never Claim: 156 Grants, Matched in 10 Seconds

Axios Pro Rata: Luka lucre

AI Frenzy Brings Dual Valuation Deals into the Mainstream

Smaller cities, superior returns

Saplings: Unstable Ground

The Family Office Database: Contacts, Decision-Makers, Scope, Emails

Axios Pro Rata: Podcasting purse

3 killer businesses hiding in plain sight

Axios Pro Rata: Frontier financing

Chart of the Day

💥Personal AI Operating Stack, What Got Hyped vs What Got Built, How VCs Decide & More

Eric Vishria - A Decade of Lessons Investing in Software & Hardware - [Invest Like the Best, EP.486]

Weekly Funding rounds / Statistics / Insights of August 11, 2026

When 'diversified' means two companies

Nvidia’s Risky Business (Stratechery Article 8-11-2026)

A Founder’s Guide to the Secondary Market in 2026

Looking beyond DPI

The Endgame Of Vertical Integration🤖, VC Fund Performance💰, The Frontier AI Price Wars Continue💸

20VC: The AI Boom Will Create Enormous Roadkill: Who Wins & Loses | Why Founders Should Never Take Multi-Stage Money at Seed | Why Triple, Triple, Double, Double is Good Enough

No revenue is enough revenue

Axios Pro Rata: Dems' AI absence

SaaS Shudders After Airtable's Humbling Sale to Italian Grim Reaper Bending Spoons

VC (finally) lands a glove on PE 🥊

Axios Pro Rata: Loss leader

Chasing Trillion-Dollar Companies, Founder Ambition, Token Budgets, and Regulatory Capture with Sarah & Elad

SpaceX's pricey pivot

Google just funded the startup its 4 best people left to build

💾 Nvidia's banking moment

Axios Pro Rata: Disney divests

💥Why Job Descriptions Are Dead, Do Funds Need Developers?, Opportunities Across the AI Stack, AI GTM Strategies & More

🍋 2021 was a lemon

Axios Pro Rata: Early Truths

Weekly Funding rounds / Statistics / Insights of August 4, 2026

20VC: 70% of Neolabs Will Die | There Will be a $100BN US Open-Source Model | Data is a Trillion $ Market | Governments Cannot Regulate Models: It is Too Late | The Cyber Attacks to Come Will be Insane with Anastasios Angelopoulos @ Arena

♻️ AI researcher churn

⚽ Axios Pro Rata: Red card

Surgical robots break out

BREAKING: Base Power Hits $13B on $1B Series D

Jensen Huang Bet Wrong, Told the Truth, and Built a $5 Trillion Company

🔥World's Hottest Startups in August 2026

The AI Layoff Trap⚠️, Agentic GTM🔍, The Next Era of VC Secondaries💰

Edition #15: H1 2026 State of Fundraising, GPs Backing GPs Map, Our Private Villa Event in SF

DeepSeek's Delivers Another "DeepSeek Moment"

Marc Andreessen and Chris Dixon: What’s at Stake in Crypto Regulation

Exercise windows should be longer.

Chip Stocks Crash, $20B Fund Margin Called, Frontier Labs: SLOW DOWN AI, Mamdani's Grocery Stores

Axios Pro Rata: Sub speak

🔥 Here's the Modern VC Tech Stack

The Abrupt Fall of Situational Awareness Is a Warning Sign. So Is Nvidia’s Vendor Financing.

Secondary market’s heirs apparent

🐬 Axios Pro Rata: Dolphin dollars

VC’s alchemists of AI

Axios Pro Rata: World Cup cash

💥How Top 5% VCs Keep Winning, Time Between Rounds, Reserve Strategies, State of SPVs & More

This guy made $80M in profit. Here's his next 3 stock picks

Dario Amodei, Ali Ghodsi & Nikesh Arora to Speak at Our 8th Cerebral Valley AI Summit

New VC Funds Raised: Q2 2026 Recap

Silicon slump puts IPOs on ice

⭕ Nvidia's circularity

Axios Pro Rata: Nuclear proliferation

Data Insight: Most of the world’s fastest-growing megacities will soon be in Africa

OpenAI’s IPO delay is the valuation signal

OpenAI’s IPO delay is the valuation signal

Bain vs. Carlyle: $7B wealth fight

Nvidia in Talks to Back OpenAI to the Tune of $500+ Billion

20VC: Leading Anthropic's First Ever Round | Will Open Source Threaten Anthropic's Business | Do Margins Matter in a World of AI | Why Triple, Triple, Double, Double is Not Good Enough Today | Why Series A is Hard Today with Matt Murphy @ Menlo

Axios Pro Rata: Capital concern

Jensen Huang: The Mindset That Built NVIDIA

Decacorns are the new unicorns

Series A activity: Week of July 19, 2026

The Analyst Role Is Dead, No?

38,000 companies are hiding in plain sight. Here is the AI system to find them

Anthropic's 10-Slide Deck 💰, Blueprint for Agent-First Software🤖, Top SaaS Vendors💳

Ben Horowitz: The Fight Over Open Source AI

Axios Pro Rata: Stripe's new "money"

High-Stakes Battle Over China Policy & Open Source AI Pits LLM Giants Against Their Customers

Bean counting for AI

20VC: OpenAI and Anthropic Threatened by Kimi? | Should the US Ban Chinese Open-Source Models | Should Openrouter Sell & Value in the Routing Layer? | Stripe Buying Paypal: What You Need to Know

Axios Pro Rata: VCs add CAIOs

SCOOP: Fundraising Documents Reveal IVP Quietly Raising $1.8 Billion, Boasting 31.1% Net IRR Since Firm's Inception

Reddit and Other Big Pubs Consider Blocking Google

💥The Mark Up Game, Making of a Unicorn Founder, Capital Allocation's Death, AI Infra Eats Series A & More

Announcing the Machine Earning AI Summit, Our New AI Commerce & Finance Event

When AI agents buy and sell

David Friedberg on the Economic Crisis Nobody Wants to Fix

BREAKING: David Friedberg on America vs Socialism

OpenAI Admits Its LLM Went Rogue and Hacked Hugging Face

Axios Pro Rata: 🤖 Sourcing AI

Judge Hits Pause on Paramount Skydance's $110B Acquisition of Warner Bros.

173: 对话姚颂：深鉴、东方空间、再出发，「天才少年」十年后

Mark Cuban on the AI Bubble: Who Actually Gets Wiped Out?

When $188B is quaint

🔥What's Hot in M&A, Multiples by Sector, Concentration at the Top - Here's the State of the Market in July 2026

ICYMI: SemiAnalysis, Altimeter, Nebius, Glean.. 12 Hot Takes

AI’s Biggest Winners📉, Stop Playing The Markup Game🎯, The Self Driving Company🚗

Back in the saddle

Axios Pro Rata: Waiting on Clarity

Ray Dalio: The principles that made me a billionaire

IPO Party Faces Down Volatility & Sinking SpaceX Shares. Can the Window Stay Open?

The OWID Brief: Urbanization, electric cars in Latin America, a 1,200-year climate record, and more

Self-learning factories

The AI trade just lost $1 trillion. Here is where the value went

20VC: Apple Sues OpenAI | Zuckerberg Back on X and Challenging Codex and Claude Code | SK Hynix's $26BN IPO | Is Seed Investing Dead: Jason Calacanis Departs Seed for Growth | Greylock Raises New $1.5BN Fund

✍️Top 10 Takeaways from the Data Driven VC Landscape 2026

SCOOP: Menlo Ventures Sees IRR of 40%+ on Recent Funds After Doubling Down on Anthropic

Emerging Manager Q&A: Robin Haak about €15M Robin Fund II

Stripe and Advent's lowball bid

The Board Meeting Operating System

Howard Marks: how I make money while you worry about a market crash

NY's data center freeze

💥AI Kills Junior VC Roles, Fundraising Benchmarks, Mega-Funds Eating Themselves, Founder Branding System & More

51: Nan Ransohoff - Power Laws for Philanthropy

John Kim - How to Raise a Few Billion Dollars - [Invest Like the Best, EP.482]

Axios Pro Rata: Pressing pause

Weekly Funding rounds / Statistics / Insights of July 14, 2026

OpenAI's trillion-dollar wait

Your Investor List Is 90% Dead Weight

Is AI a Bubble? | Gavin Baker on Data Centers, GPUs, and the AI Economy

Axios Pro Rata: Destroying the record

AI's musical chairs

Anthropic Just Hired a Nobel Laureate, an OpenAI Co-Founder, and a YC Partner in Nine Weeks

🔥How to Gain an Edge When Everyone Uses the Same AI Model

Self-Improving Fundraising System🤝, How to Kill Churn📉, VC Landscape 2026📊

BREAKING: Cyan Banister's Legendary Track Record

Apple Alleges OpenAI Stole iPhone Secrets

How Jensen Huang Turned a Green Van and 30 Years of Rejection Into Nvidia

Venture Capital Isn’t What It Used to Be, and It's at a Crossroads

Axios Pro Rata: Crypto clarity

Brainstorming business ideas with a billion-dollar founder

VC firm buys your grandpa's fund

"Dig Through Your Couches. SpaceX Needs It." Cyan Banister on Luke Nosek's Pitch

OpenAI Loses Top Exec Fidji Simo

The Most Improbable Venture Fund Ever Built

How Bitcoin Rewired a Classic Computer Science Problem

20VC: Sam Altman Offers Trump 5% of OpenAI: Fool or Genius? | Alex Karp Sounds the Alarm: Enterprises Fear Frontier Models & Questionable ROI of AI | The Rise of Chinese Open Source: Deepseek Building Own Chips

Axios Pro Rata: VC record-stomper

🚨The Data Driven VC Landscape 2026 Is Here🚨

The Memo - Special edition - AI-2040.com - 9/Jul/2026

Record VC exits don't help all

Mark Zuckerberg & Priscilla Chan: How AI Will Help Cure Disease

Axios Pro Rata: Unsealed skulduggery

Signs of a data center peak

Chinese AI Models Are Increasingly Displacing OpenAI and Anthropic

Adam Neumann: This Is How You Build Iconic Companies

Axios Pro Rata: Green flag

💥Guide to Fable 5, Power Law Everywhere, VC Media Machines, AI in PE & More

Jeremy Giffon - The Billion Dollar PDF - [Invest Like the Best, EP.481]

Weekly Funding rounds / Statistics / Insights of July 7, 2026

Quantum computing's déjà vu

20VC: Why Now is the Time for the Application Layer | Why OpenAI & Anthropic Won't Win the App Layer | Why Startups Should be TokenMaxxing | Why VCs Should Reduce Weighting on Price & Ownership in an Age of AI with Mike Mignano, USV

⛽ Trading compute

Axios Pro Rata: Korea vs. PE

The VC hubs of the World Cup stage

Accel: The Quiet Firm Behind Facebook, Cursor, Nebius, Lovable, Vercel

BREAKING: Inside Accel - Cursor, Nebius, Cyera, Facebook..

Don’t Follow Your Passion | Ben Horowitz’s Advice for New Graduates

The Great Descent📉, Are AI Employees More Expensive Than Humans?🤖, ElevenLabs: $2M Pre-Seed to $11B in 3 Years🎙️

Jersey Mike's serves up S-1 sub

Report: OpenAI in Talks to Give the U.S. an Ownership Stake

Why Most VCs Misunderstand Their Own Fund Economics

a16z Goes Global: Why American Tech Must Lead the World

🇺🇸 Allies under AI

Axios Pro Rata: Sun Valley

Tech Investors Will Be Sweating the Dog Days of Summer in More Ways Than One

Posts from VC News Daily for 07/02/2026

Edition #14: 37 New Funds, 1000 Fund Managers Mapped, DPI Benchmark

New Q2 VC data, new dashboard

🩸 Bloodbath no more

Weekly Funding rounds / Statistics / Insights of June 30, 2026

Comcast splits as peers combine

Axios Pro Rata: Comcast splits

Liquidity wiggles loose in Asia

Benchmark's AI Bets: Cerebras, Sierra, Legora, Fireworks, Starcloud, Gumloop..

OpenAI's $122B masterclass: 10 takeaways from Sarah Friar

The Memo - 28/Jun/2026

ICYMI: ElevenLabs 🤝 Poland’s $1T Rise

Cerebras bet against the GPU. It just IPO'd at $56B.

The State of the AI Economy 📈, Ship Your First AI Agent in a Day🛠️, How to Steal a Customer Base🍴

20VC: How We Got Fred Wilson, Benchmark and Index to Invest $94M | Why Robinhood's Strategy is Wrong | Why 1-1s are BS and What Every Founder Gets Wrong About Equity | Why Taste Beats AI But How AI Kills Org Charts with Paul Erlanger, CEO @ fomo

Accretion, Dilution, and the Cold Hard Truth of M&A Math

Betting on vision

🌏 China's global push

The Software Handoff

Quantum leap

20VC: Deepseek Raises $50BN | Wall St's $725BN AI Question | The Rise of Open Source & How it Threatens OpenAI & Anthropic | OpenAI Builds it's Own Chip: Jalapeno | The Death of Moats & The New AI Software Winners

Axios Pro Rata: Deal boom

CVAI London: European Democracies on Alert, Bubble Worries, Anthropic Bullishness, Agents & Compute Shortages

Are Mega-Funds Taking Over Seed?

The Whoop-ification of the World Cup

Kalshi Looks to Almost Double Its Valuation in Just a Month

Axios Pro Rata: SPAC shift

Why AI isn't killing finance software

Semi Stocks Take a Header

The One Thing AI Startups Keep Underestimating

💡 Google's talent problem

💥Workflows Are King, Guide to Cold Emails, Seed Is Dying, VC Tourists Are Leaving, WTF Is a Loop? & More

Vlad Barbalat - Investing $120 Billion in Permanent Capital - [Invest Like the Best, EP.479]

Axios Pro Rata: K-shaped shift

Beneath VC's splashy deals

The Fund That Backed Revolut at £300K. Now Raising $320M for What Comes Next

Axios Pro Rata: House buying ban

Same round, different price tag

VC Horror Stories: The Week Founders Stopped Pretending

Jake Paul & Anti Fund: From Creator to Investor

🔥 US-Iran Peace Deal, Anthropic Overtakes OpenAI, SpaceX Acquires Cursor - Here's the State of the Market in June 2026

BREAKING: Private Jets 101

Taking Stock of the Seed Stage📉, How to Compete in Crowded AI Markets🏆, Building AI Ecosystems🤖

20VC: Why Remote Work is White Collar Fraud | Why Revenge and Patriotism are the Best Founder Traits | Two Questions Every Founder Needs to Ask | The Wild Story of Raising $1BN from Masa Son in an Hour Long Meeting with Ryan Peterson, Founder @ Flexport

What a $75 Million Airplane Actually Costs to Own

President Trump Softens on Anthropic

World's First Trillionaire, Anthropic Fable Banned, The New Oligarchs, Iran Peace Deal

Cursor Investors Set for Epic Payout from Musk's Juggernaut. They Still Have to Stomach a Ride.

Solar surge

The Secret Behind Elon Musk’s Insane Success

20VC: SpaceX Soars to $2.7TRN | Anthropic's Fable Banned by US Government | Wix and Adobe Hit All-Time Lows | Mistral Raising at $20BN and The Case for Sovereign Models | Fin Acquired by Salesforce for $3.6BN

Axios Pro Rata: Bernie's AI plan

49: Jasmine Sun - Close Enough to See Clearly

SpaceX's AI rocket fuel

Apple Says It Will Jack Up Prices Due to AI Demand for Memory and Storage Chips

Axios Pro Rata: PE's pizza past

Chart of the Day

Soaring Costs Prompt Fresh Interest in Open Source AI. Chinese Firms Are Way Ahead.

Biggest VC-backed M&A ever

SpaceX Buys Cursor for $60B in Stock

💰 Anthropic's IPO risk

💥 Who Gets Paid First, State of DPI, Meeting Notes As True Moat, LLM-Assisted Deal Screening & More

Kareem Amin - Re-Enchanting the World - [Invest Like the Best, EP.478]

How the Ex-Goldman CEO actually invests his own money

Weekly Funding rounds / Statistics / Insights of June 16, 2026

AI is scaring lenders from software

🚨 Fable fallout

Axios Pro Rata: Fox rocks Roku

TBPN, Jack Altman, a16z, Now It’s Lightspeed's Media Move

BREAKING: TBPN, Jack Altman, a16z, Now Its Lightspeed's Media Move

NEW: How 137 Ventures Built a 1%+ SpaceX Position

Anthropic’s Safety Superpower (Stratechery Article 6-15-2026)

The World of Atoms, Not Bits⚛️, The VC Liquidity Crunch💸, From Prompts to Orchestration🛠️

169: 访谈Cerebras早期投资人周楠：英伟达挑战者？Scaling Law的萌芽、被遗忘的百度美研

SpaceX IPO: Inside the Firm That Owns 1%

Alexandr Wang on One Year Leading Meta AI

The US government switched off Anthropic’s most powerful model 3 days after launch

SpaceX Just Became the Biggest IPO in History. Here Is What Actually Happened

We had it coming

All-In's Best Ideas Pitch Competition: 4 Investors Present Their Top Trades Live

Axios Pro Rata: Musk's moonshot

✍️Takeaways from our DDVC x SuperReturn Breakfast + 5 Top Tools

David Sacks' Warning About Anthropic Regulatory Pleas Misses the Mark & SpaceX Asks Investors to Dream Big in Mega…

It's launch day

BREAKING: "If SpaceX Didn't Work, Founders Fund Wouldn't Exist"

Introducing Generalist Intelligence

SpaceX watch party

Brian Singerman: "If SpaceX Didn't Work, Founders Fund Wouldn't Exist"

Jeff Bezos — Project Prometheus Raises $12B for an 'Artificial General Engineer'

Axios Pro Rata: VCs behaving badly

💥Fund Performance Benchmarks, How Agent Loops Work, Portfolio Construction, Enterprise Software Playbook & More

Brutally honest guide to not losing money in the market

Emerging Manager Q&A: Jason Zins about $50M Nomi Defense Fund I

Anthropic's metric to watch

Anthropic Unleashes a Version of Mythos

The Most Honest AI Analysis of the Year (and What Everyone Needs to Know)

The Venture Capital Liquidity Crisis That Nobody Is Talking About

Uncapped #52 | Mike Volpi from Hanabi Capital

168: 对话王新宇：美团龙珠怎么投科技？

Bill Maris: How Google Could Crush AI Competitors, Why Small Funds Win, and AI's Atari Stage

🍎 Smarter Siri, sort of

Alex Sacerdote - How to Invest Through Technology Cycles - [Invest Like the Best, EP.477]

OpenAI Files (Not So) Confidentially to Go Public

Tyler Cowen & Alex Tabarrok on AI, Jobs, and Economic Growth

Axios Pro Rata: USAI Inc.

Who's paying Trump's H-1B fee?

Series A activity: Week of May 31, 2026

20VC: Nebius Co-Founder on AI Infrastructure Bubbles | The Real Impact of Open Source on OpenAI & Anthropic | How Price Elastic is Demand for Compute | Could Nebius Sell 10x More Compute If They Had It & more with Roman Chernin

Inside the Private Stock Market Boom: SpaceX, Anthropic, OpenAI & the Rise of Secondaries

Startups Are Skipping the Old Playbook🎯, How VC Became a Fee Business💰, Software Factory Ladder Explained 🏭

The IPO Comeback: Why Tech Giants Are Finally Going Public | All-In Liquidity IPO Panel

We're all short intelligence

Dan Loeb: The Lost Art of Short Selling, and Why Stock Picking is Back

Axios Pro Rata: AI USA Inc.

🛠️Why Every Firm Should Create a Skill Library

AI Pushes Markets into Uncharted Territory as SpaceX & Google Seek $160 Billion Combined with OpenAI & Anthropic i…

A Founder's Guide to Building and Managing a Board That Works

Thomas Laffont: The $4T AI IPO Wave, 2026's Unicorn Economy, and the 10X Paradox

🌈 GLAAD's AI warning

Axios Pro Rata: a16z goes global

Alex Imas and Phil Trammell – What remains scarce after AGI?

Founders Fund's New Media Play: Tech Celebrities Playing Mafia

First to build the missile wins

Meta Struggles to Be Relevant in AI

Scott Galloway: 95% of enterprise AI spend connects to no return a CFO can name

Saplings: The Childhoods of Exceptional Entrepreneurs

AI Eats the World? A Reality Check with Benedict Evans

Bill Ackman: Investment Strategy, What the Market is Missing, How AI Breaks Businesses

Axios Pro Rata: Closing comments

OpenAI goes public as AI's worst value

ICYMI: Out of 50K+ Global Startups, 5 Won The $1M Pitch

💰 Anthropic's IPO test

💥 Mega-Funds Take Over Seed, Emerging Managers Rebound, Fee vs Carry, Hermes Agent Masterclass & More

The AI budget trap

The Google Capital Company (Stratechery Article 6-2-2026)

Axios Pro Rata: New ballgame

Jensen Huang — Computex 2026 Keynote (GR00T N1.5, Cosmos 3)

Edition #13: 25 New Funds, Most Active Seed Mega Platforms, Top 100 US VC Firms

Biotech IPOs get their groove back

A rational conversation on where AI is actually going | Benedict Evans

SpaceX and Dell Score Massive Government Contracts

The One Trait You Need to Succeed in the Next 10 Years

Slow Takeoff: 2026

Pope vs AI, Anthropic's Digital God, AI Job Loss Narrative Flips, Open Source Crackdown Coming?

Axios Pro Rata: Anthropic ascends

Booming AI Revenues Boost Inference Startups to Decacorn Status

VC's $2 trillion depends on 3 magic doors

Luceing Their Mind (This Week in Stratechery)

Bezos's New Glenn Rocket Blows Up on Launchpad

Stop Asking What Your Startup Is Worth

Why $1B Exits are Dead

Axios Pro Rata: Groq 2.0

Anthropic Released Claude Opus 4.8 Today

Dan Loeb - Lessons from 30 Years of Investing - [Invest Like the Best, EP.475]

Defense tech VC's graduation

Inside the Alibaba Boardroom: Jack Ma, Masa Son, Joe Tsai & Jackie Reses

Axios Pro Rata: SpaceX serenity

VC Fund of Funds: The Market

SpaceX builds a lockup ladder

The SpaceX IPO and Data Centers in Space (Stratechery Article 5-27-2026)

Marc Rowan on Private Markets, Software Repricing, and Capital Allocation

Uncapped #51 | Joe Lonsdale from 8VC

Axios Pro Rata: Field of Dumb

Music catalogs strike a chord

McKinsey Charges $500K for This Framework. Here Is How to Wire It Into Claude for Free

How The Best Companies Defend Against Mediocrity And Rot

US private credit spreads widen

How This One Fund Built The Entire Venture Capital Industry

🔥 SpaceX Files for the Largest IPO in History, AI Valuations Hit New Records, Ceasefire Still Unsigned - Here's the State of the Market in May 2026

Finite vs Infinite Games♟️, AI Eats the World🤖, 1st $2T market cap IPO🚀

The White House Places New Restrictions on H1-Bs

AI Accenture, Not Accenture for AI

SpaceX's $2T Case, Nvidia's Shock Selloff, America Turns on AI, Trump Pulls AI Order, Bond Crisis?

Axios Pro Rata: Let's eat

Mohnish Pabrai: How to be a top 1% investor

Epic Race for AI Supremacy Hits Overdrive as SpaceX, OpenAI & Anthropic Head for IPOs. Key Investors Poised for Pa…

Can Oura jolt healthtech exits?

Inside Marc Andreessen & Ben Horowitz's Multi-Family Office (Part II)

How to Win in Life With an Unfair Upside

🧾 Anthropic's SpaceX bill

Axios Pro Rata: SpaceX marks the spot

SpaceX IPO: Orbital Data Centers Emerge as a Central Component of Musk's Grand Vision

Liftoff: Your guide to SpaceX's S-1

SpaceX's S-1 Shoots the Moon

Axios Pro Rata: Frozen

💥 What Matters at Seed, Are Systems of Record Dead?, Growing AI Task Horizons & More

Gavin Baker - Watts and Wafers - [Invest Like the Best, EP.473]

⚖️ No one wins

Axios Pro Rata: PE sports ban

How Gary Vee runs 7 businesses

Patent fight in VC secondaries

Elon Musk Loses Case Against OpenAI

BREAKING: Andrej Karpathy Joins Anthropic

20VC: Turning Peter Thiel's $100K into $10M Angel Portfolio | The One Man Accelerator at The Four Seasons | Why VCs Can Be Sharks and What Founders Need to Know | Why Stocks and Cash are BS and You Should Invest in Land with Josh Browder

Vanguard

😠 Chorus of boos

Axios Pro Rata: LIV fights for life

Marc Andreessen: The AI moat is not the model

🔥Network Is the New Data. Most Firms Don't Know Its Worth.

AI Anxiety Has Reached Every Layer of Tech😰, AI Second Brain🧠, Climate Tech Rebounds🌱

SpaceX Accelerates Its IPO Timeline

Trump-Xi Summit, Benioff: "Not My First SaaSpocalypse," OpenAI vs Apple, Multi-Sensory AI, El Niño

Axios Pro Rata: Cerebras surge

The AI Trade Keeps on Giving as Cerebras, Nvidia & Market Indexes Soar

Exclusive Interview: Coatue CIO on AI's Biggest Winners

EXCLUSIVE: Coatue's Public Investments CIO on Anthropic, Semis, & AI's Biggest Market Shifts

What Makes a Business Unbreakable When Software Costs Nothing to Build

Krishna Rao - Anthropic's CFO on Compute, Scaling to $30B ARR, and the Returns to Frontier Intelligence - [Invest Like the Best, EP.471]

Paul Graham: Should you move to Silicon Valley?

SpaceX's IPO wild card

Amazon’s Durability (Stratechery Article 5-5-2026)

Investing Like A Mystic: How Cyan Banister Finds Outliers (Co-Founder of Long Journey Ventures)

Robots need insurance, too

🔥World's Hottest Startups in May 2026

Startup Growth Guide🔁, YC RFS💡, The Year of Churn💀

20VC: Inside Clay's Sales Playbook Scaling to $100M ARR | How to Set Sales Comp Plans | How to Read Sales Talent Linkedin Profiles | What Profiles to Hire & Fire | How to Increase Performance and Speed in Sales Teams with Becca Lindquist

GameStop Wants to Buy eBay

OpenAI Misses Targets, Codex vs Claude, Elon vs Sam Trial, Big Hyperscaler Beats, Peptide Craze

Axios Pro Rata: F1 dealmaking

California's Billionaire Tax Heads for the Ballot. A Compromise Would Serve Everyone Well.

Edition #12: 23 New Funds, Consensus Capital Age, Best Seed Picking VCs

Crossovers bet big before the bell

Anthropic Tells Investors They Have 48 Hours to Commit to $50B Round

OpenAI's Greg Brockman: Why Human Attention Is the New Bottleneck

20VC: Anthropic Raises $45BN but Falls Short on Compute | OpenAI Crushes with GPT5.5 and Codex: Back in the Game? | China Blocks Manus $2BN Deal to Meta | Thoma Bravo Hand Back Medallia Keys to Creditors | Why Google is a Bigger Buy Than Ever Before

Axios Pro Rata: AV's analog bottleneck

🤝 OpenAmazon

Axios Pro Rata: Sam at stake

Paul Tudor Jones - Lessons From 50 Years in Markets - [Invest Like the Best, EP.469]

Microsoft sets OpenAI free

OpenAI and Microsoft Make Nice

Axios Pro Rata: Kushner plays ball

Venture debt hits decade high

Ben Horowitz on Venture Capital and AI

🔥How to Predict Startup Success With Alternative Data

SpaceX Buys an Option to Purchase Cursor

💥30 MCPs to Make Claude 100x More Powerful, Unicorn University Rankings, Why Seed Investing Is Broken & More

Eli Lilly's $7B hedge against GLP-1s

Mistral raised €105M at seed with 6 employees, 4 weeks in, and no customers. Here is the memo that did it

The US VC Database Most Founders Never Build

🔥 How Private Markets Partied Through Iran War - Here's the State of the Market in April 2026

Axios Pro Rata: 🤖 AI-PO

We're Back. The Cerebral Valley AI Summit Returns to London on June 24.

Frontier labs come for biology

General Catalyst's First-Ever Quarterly Review | CEO Hemant Taneja

BREAKING: General Catalyst's First-Ever Quarterly Review

Free AI GTM System🛠️, Claude Opus 4.7🤖, The Brand Playbook🎨

Network Effects, AI Costs, and the Future of Consumer Investing with Anish Acharya on The Kevin Rose Show

20VC: Jake Paul on Why Traditional VC is Toast and Attention is More Valuable Than Cash | Politics: Will Jake Paul Actually Run for President? | Inside the Payday of Fighting Anthony Joshua and Mike Tyson | with Geoffrey Wu, Co-Founder at Anti-Fund

ICYMI: Sourcery 🤝 NYSE

I Only Care About Terminal Value

⚡️ Data center divide

OpenAI's Identity Crisis, Datacenter Wars, Market Up on Iran News, Mamdani's First Tax, Swalwell Out

Axios Pro Rata: Biotech record-breaker

The business of GPU preorders

Financial Advisors Are Cooked – Public Co-CEO on the Great Wealth Transfer

Sequoia Pulls in $7B to Invest in Late-Stage AI Deals

How SAFEs Became Silicon Valley’s Default Contract

Axios Pro Rata: Trust bust

Anthropic Is Playing Hard to Get with Investors

How to Actually Move to San Francisco and Build a Startup: The Complete Founder Guide

Some OpenAI Investors Are Nervous about the Company's Direction

20VC: Anj Midha on Investing $300M into Anthropic | The Early Days of Anthropic & How 21 of 22 VCs Turned it Down | The Four Bottlenecks to Compute | What the China Has Smashed and Why We Should Be Worried

Axios Pro Rata: Apple AI

Taste Is the New Moat and Design Decides Which Startups Survive

Axios Pro Rata: Unprecedented growth

Defense tech's next IPO test

Mythos, Muse, and the Opportunity Cost of Compute (Stratechery Article 4-13-2026)

🔥"Who Else Is Investing" Isn't Lazy, But Actually Smart

SaaS Multiples Reset🚨, How to Get Better Outputs from ChatGPT💡, What Is Your Startup Actually Worth?🎯

Don't ask the group chat for permission

💡 Big AI ideas

Anthropic's $30B Ramp, Mythos Doomsday, OpenClaw Ankled, Iran War Ceasefire, Israel's Influence

Axios Pro Rata: Ties that bind

Rapid Improvements in Foundation Models Surprise Even the Optimists

Software's new model

Meta Removes Ads from Lawyers Seeking Social Media Addiction Plaintiffs

Jensen Huang: 10 Lessons From the CEO Building the Most Important Company in History

Axios Pro Rata: Kalshi conversation

The Agentic Economy: How AI Agents Will Transform the Financial System with Circle Co-Founder and CEO Jeremy Allaire

The incredible exploding AI budget

Axios Pro Rata: Crisis averted

💥University Ranking by Exit Values, How to Build a Personal Knowledge Hub, Auto-Discovery of What to Automate & More

Alan Waxman - Private Credit and the Modern Financial System - [Invest Like the Best, EP.466]

How Should Emerging Managers Approach Marketing?

Lawsuits haunt 401(k) expansion

Nobody Trusts AI Products Now. Here's Why.

Axios Pro Rata: D1 dollars

43: Mario Gabriele - Reality is Story-Shaped

We asked a $15B Investor how to survive the AI bubble

Reading Altman's fine print

Anthropic's Revenue Surges While OpenAI Debates the Timing of Its IPO

Balaji on Why AI Raises the Cost of Verification

🏀 Axios Pro Rata: Game on

What the Heck Is Happening at OpenAI? Our Bonkers Monday Cliff Notes

You're invited: My first VC/LP mixer in SF

The liquidity puzzle in interval funds

🔥World's Hottest Startups in April 2026

Anthropic’s $1B to $19B growth run: how Claude became the fastest-growing AI product in history | Amol Avasare

What Is Your Startup Actually Worth? 🔢, AI Shifts Value Capture 🤖, How to get cited by LLMs🔎

SpaceX Is Now Targeting a $2+ Trillion IPO Valuation

SpaceX IPO, Iran War Fallout, Quantum Bitcoin Hack, The Space Opportunity

Axios Pro Rata: AI IPOs

Anthropic Buys Stealth Dimension-Backed Coefficient Bio in $400M+ Stock Deal

Mega-IPOs From SpaceX, OpenAI & Anthropic Will Test Retail Investor Faith

VC exit boom left most behind

OpenAI and Anthropic Make Two Very Different Acquisitions

Marc Andreessen on AI Winters and Agent Breakthroughs

20VC: Anthropic's $6BN Revenue Month | OpenAI Kills Sora & Hits $100M ARR on Ads | Oura Going Public & Whoop Raises at $10BN | Manus Founders Trapped in China & The Billionaire Tax: Anyone Left in California?

Axios Pro Rata: Climate surrender

All Talk, All Action

SCOOP: Y Combinator Startups Land Checks, Gather Hype as Neo & Others Vie for Talent

Silicon Valley craze nears FDA nod

It's Official: SpaceX Has Filed (Confidentially, That Is)

OpenAI’s Cap Table Just Leaked. Here’s What’s Actually Inside.

Axios Pro Rata: Retail revival

💥How to Become a VC Partner, Importance of Sourcing vs Picking, Firm vs Fund Focus & More

Weak science behind AI health hype

Anthropic Accidentally Exposes Claude Code's Code

Uncapped #46 | Brad Lightcap from OpenAI

What Is Your Startup Actually Worth? Most Founders Find Out Too Late

20VC: Marc Andreessen on The Future of Venture Capital: Will a16z Go Public | Why Labour Displacement with AI is Wrong | Why Introspection is Dangerous | Why "Diamonds in the Rough" is BS in VC | Why a16z Invested $300M into Adam Neumann

Axios Pro Rata: Blast off

Coatue Projected $1.995 Trillion Valuation for Anthropic in 2030

Wealth advisers in the hot seat

How VCX Put Anthropic & OpenAI Into Public Markets

BREAKING: Inside VCX — The Public Venture Capital Fund

Marc Andreessen on Evaluating Founders and AI's Consumer Surplus

We Need Your Help

“Claude Mythos”🧠, SaaS Funeral💀, From Execution to Judgment🎯

20VC: The Venture Model is Broken | You Need to be Greedy and Selfish to Win Early Stage Investing | Why Margins Do Not Matter for Early-Stage Startups | The Growth Rate that is Required in a World of AI with Gili Raanan, Founder @ Cyberstarts

BREAKING: Inside Marc Andreessen & Ben Horowitz’s Multi-Family Office

Rumors of Anthropic's New Model Sink Cybersecurity Stocks

The M&A Accretion/Dilution Model Every Founder and Investor Should Run Before Any Deal

Anthropic's Generational Run, OpenAI Panics, AI Moats, Meta Loses Lawsuits

Prediction markets: A regulatory gamble

Inside Marc Andreessen & Ben Horowitz’s Multi-Family Office

20VC: Why You Need a $1BN Fund To Do Series A Today | OpenAI vs Anthropic: Who Wins Enterprise | SpaceX at $2TRN and Data Centers in Space | The $20BN Groq Deal Broken Down | Jeff Bezos' $100BN New Fund

AI Is Hitting a New Inflection Point

💥10 Takeaways from the DDVC Summit 2026

The nuance behind evergreen funds

Meta and YouTube Lose a Landmark Case

The Satya Nadella Playbook

Every Resource a Founder Needs to Raise and Build. In One Place

Axios Pro Rata: Keytruda corollary

Best of MFM: Listen To This Before You Invest Another Dollar