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Analysis Apr 2, 2026

Four Companies Took 65% of All Venture Capital on Earth Last Quarter

Q1 2026 saw $297 billion in startup funding — the most ever. OpenAI, Anthropic, xAI, and Waymo captured $188 billion of it. What happens to everyone else?

Analysis Mar 27, 2026

YC W26 Sets Records: 14 Startups Hit $1M ARR Before Demo Day

Y Combinator's Winter 2026 batch is the strongest in the accelerator's 20-year history. Investors project a 10% unicorn rate—more than double the historical average.

Analysis Mar 6, 2026

JetStream Raises $34M to Fix Enterprise AI's Visibility Problem

Most companies have no idea what their AI systems are actually doing. A CrowdStrike-backed startup thinks it can change that.

Analysis Mar 5, 2026

The Three-Company Economy: How OpenAI, Anthropic, and Waymo Swallowed 83% of VC Funding

February 2026 saw a record $189 billion in venture funding. Three companies took $156 billion of it. What happens to everyone else?

Analysis Feb 26, 2026

MatX Raises $500M to Build an Nvidia Killer, Claims 10x Better LLM Performance

Google TPU veterans land major funding from Jane Street and Leopold Aschenbrenner's fund to develop chips shipping in 2027

Analysis Feb 24, 2026

AI Startups Are Worth Billions Before They Build Anything

Over half of US seed and Series A funding now goes to $100M+ rounds as investors bet on pedigree over products

Analysis Feb 20, 2026

AlphaGo Creator Bets $1B That LLMs Won't Reach Superintelligence

David Silver left DeepMind to raise Europe's largest seed round for Ineffable Intelligence, a London lab building AI through reinforcement learning instead of language models.

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