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

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

SpaceX, Brex, Waabi, and much more!

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

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

Skild AI, Zipline, Upscale AI, and much more!

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

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

Open AI, 2025 Review, 2026 Outlook, and much more!

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

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

Lambda, Kalshi, Gradium, and much more!

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

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

Revolut, Function Health, Kalshi, and much more!

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

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

Mercor, Poolside, Harvey, and much more!

DealsDeals
Deal Activity: October 2025

Deal Activity: October 2025

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

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

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

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

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

OpenAI, AMD, Vercel, and much more!

DealsDeals
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Deal Activity: September 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
The Vibe Shift: From Coding Bootcamps to Coding by Conversation

The Vibe Shift: From Coding Bootcamps to Coding by Conversation

Emergent, Filevine, VC trends, and much more!

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

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

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

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