The climate tech IPO window could finally be cracking open

Nuclear startup X-energy went public, geothermal startup Fervo is about to. Could this be the moment that climate tech investors have been waiting for?

A Stanford Lecture Explains Why AI Value Gets Trapped In Chips

The traditional software playbook promised that more users meant better margins. Generative AI breaks that rule entirely; every new user requires burning expensive GPU compute, which means the application layer is effectively subsidizing a semiconductor monopoly that collects the lion’s share of AI’s explosive revenue growth.

AI Makes Labor Cheap And Human Touch More Valuable

A new essay by Alex Imas, behavioral economist at the University of Chicago Booth School of Business, argues that the standard fear about AI and employment gets the structural economics backward.

The Most Innovative Companies No Longer Rely On Product Roadmaps Due To AI

The most innovative companies are moving beyond traditional product roadmaps, shifting toward continuous discovery, real-time feedback, and adaptive product development in the age of AI.

Fusion power may not be sci-fi. Just ask the people who sunk $5B into it.

Fusion energy has been “20 years away” for decades, but has the science finally caught up? Private investment in fusion companies surged from $10 billion to $15 billion in just months, and t…

General Catalyst Rewrites The VC Playbook As Software Buyouts Collapse

General Catalyst is betting $43 billion in AUM that the next era of private markets looks nothing like the last.

AI Native Agencies Sell Outcomes Not Software And Investors Are Paying Attention

Prominent VC shares a GTM strategy for AI: Copilots fight for software budgets. Autopilots fight for labor budgets, which are, in most professions, orders of magnitude larger.

How Structural Barriers Are Slowing European Venture Capital

Why hasn’t Europe built a $100B tech giant in 50 years? Discover what’s really holding it back—and what must change.

Ben Horowitz Says America Must Rebuild And AI Hits A Bottleneck Everywhere

Ben Horowitz says America needs to rebuild its entire infrastructure right now. Here’s why AI limits in energy and chips are the real story behind the SaaS collapse.

Mutiny Killed Its SaaS Business And Grew MRR 12 Times Faster

Mutiny CEO Jaleh Rezaei shut down an eight-figure ARR SaaS business backed by Sequoia to rebuild agent-first — and hit 188% week-over-week MRR growth. Here’s what the pivot reveals about the real cost of AI transition for B2B founders and their investo…