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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 29, 2026

Robotics Hits Its Mega-Round Era: $20B+ Funding Pace in 2026

Skild AI, Physical Intelligence, Mind Robotics, Rhoda AI, and Sunday collectively raise billions as investors bet foundation models will crack physical AI.

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 19, 2026

Robotics Funding Hits $3B+ in Single Week as VCs Bet on Physical AI

Four startups raised over $3 billion combined, signaling a decisive shift in where AI investment is flowing.

Analysis Mar 17, 2026

Three Companies Took 83% of February's $189B AI Funding

OpenAI, Anthropic, and Waymo captured most of history's largest venture month while seed funding fell and public markets crashed

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 27, 2026

VCs Abandon Loyalty, Bet on Both OpenAI and Anthropic Simultaneously

At least a dozen OpenAI investors now back Anthropic too. The traditional VC taboo against funding rivals is collapsing.

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

Anthropic Raises $30B at $380B Valuation on $14B Revenue

The second-largest venture deal ever reveals an enterprise AI machine growing 10x annually for three straight years

Analysis Feb 20, 2026

OpenAI Nears $100B Funding at $850B Valuation

The largest private funding round in history brings SoftBank, Amazon, Nvidia, and Microsoft together in a bet on AGI

Analysis Feb 20, 2026

Temporal Raises $300M to Solve the Problem Nobody Talks About: AI Agents That Crash

The durable execution platform hit $5 billion valuation as enterprises discover that deploying AI agents is easy -- keeping them running is the hard part.

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