Seicho VC

Deals: AI infrastructure scaled new heights while energy mega-deals and materials science breakthroughs showcased capital's rotation toward transformative technology and hard assets

Core NewsletterCore Newsletter

Oct 23, 2025

When Infrastructure Eats Software: The $1B Bet on AI’s Plumbing

Deel, Fal.ai, Uniphore, and much more!

Open AIOpen AI

+1+1

Oct 09, 2025

The $3 Billion Sprint: When Q3 Ends with Chips, Code, and $300M Seeds

OpenAI, AMD, Vercel, and much more!

DealsDeals

+2+2

Oct 01, 2025

Deal Activity: September 2025

Deals: AI mega-rounds and quantum breakthroughs ignited markets as mega-merger mania and IPO revivals signaled capital's bold pivot

Core NewsletterCore Newsletter

Sep 26, 2025

The Vibe Shift: From Coding Bootcamps to Coding by Conversation

Emergent, Filevine, VC trends, and much more!

AnthorpicAnthorpic

+1+1

Sep 11, 2025

The $183 Billion Brain Trust: AI Valuations Meet Robot Revolution

Field AI, Anthropic, VC trends, and much more!

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Seicho VC

Archive

The End of Standalone: How Strategic Partnerships and Mega-Mergers Redefined Scale

The $2B Physical AI Blitz: When Robots Get Brains and Drones Deliver Dinner

2025 in the Books, 2026 in Motion: From Infrastructure Buildout to Billion-Dollar Exits

The Plumbing Paradox: Why $2.5B Went to Picks and Shovels, Not Gold

Infrastructure Becomes Intelligence: $75B Banking, $2.5B Blood Tests, and the AI Advantage

The $22 Billion Paradox: Finding Developers vs. Replacing Them

Deal Activity: October 2025

When Infrastructure Eats Software: The $1B Bet on AI’s Plumbing

The $3 Billion Sprint: When Q3 Ends with Chips, Code, and $300M Seeds

Deal Activity: September 2025

The Vibe Shift: From Coding Bootcamps to Coding by Conversation

The $183 Billion Brain Trust: AI Valuations Meet Robot Revolution