The frontier model is a commodity. The companies winning are the ones that own distribution, and venture capital is paying up for it.
In this week’s edition of InnovationRx, we look at AbbVie’s new megadeal, an agentic AI startup saving Medicare $2 million a week, how new student loan rules could degrade healthcare and more.
Adyen, Stripe, Visa, Mastercard, Google UCP, PayPal, and crypto-native challengers mapped by protocol reach and merchant control, after OpenAI’s checkout collapse handed Google the standards race.
Independent mortgage banks lost $1,056 per loan in 2023. Now a new wave of AI-native startups, from Copperlane to Blend Labs, is targeting the $11,000 cost to originate a single mortgage. Here is how the competitive map is taking shape.
Tokenmaxxing was the hottest trend in Silicon Valley earlier this year, with CEOs encouraging employees to push AI usage as far as it would go. Then the bill came due. Uber reportedly blew through its annual AI budget in a…
AI’s next platform war is about who controls the workflows where intent, context, and execution converge; and which companies will capture platform economics versus being compressed into infrastructure.
The $179 trillion cross-border payments market still operates on outdated infrastructure, creating a massive opportunity for disruption.
SpaceX’s monster initial public offering could deliver massive gains for some of Elon Musk’s earliest and most loyal backers like Founders Fund, Valor Equity Partners, and DFJ Growth.
Venture capitalists now have stakes worth hundreds of billions thanks to the record-breaking SpaceX IPO. These are the most lucrative VC checks ever.
As AI transforms biology, longevity startups are attracting investors, advancing toward clinical milestones, and reshaping the future of aging research.