A top-tier VC just admitted the quiet part out loud: some AI startups are overvalued, and the money keeps flowing anyway. Ethan Choi at Khosla Ventures says AI model startups are "a little overvalued" but justifies it with buildout costs and future upside
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Three Supermicro employees just got charged with smuggling $2.5 billion in AI servers to China, and the compute wars just became a legal minefield.
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Canva's going public in 2027, and it's betting the company on AI agents that design while you don't. Canva is planning to go public next year, pivoting hard from design tools to AI-powered automation
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An electric boat startup just pulled defense money, and it tells you everything about where the agent economy is actually headed. Arc, an electric speedboat maker, raised $50M from Eclipse, Menlo Ventures, and a16z to expand beyond luxury consumer boats into tugboats, ferries, and defense vessels
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Jensen Huang just told the AI industry to stop shooting itself in the foot with doom rhetoric, and he's not wrong. Nvidia CEO Jensen Huang said tech leaders need to stop scaring people about AI, responding to questions about Anthropic's messy Pentagon contract negotiations
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The guy who spotted Anthropic early is now trying to build the power grid for AI. Anjney Midha, former a16z GP and early Anthropic investor, has unveiled AMP, a venture attempting to raise $10B+ to build a "grid for AI servers"
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A cybersecurity startup just raised $120 million to solve a problem most companies don't even know they have yet: their AI agents are a security nightmare. Oasis Security raised $120 million from Sequoia and Accel to manage non-human account access, particularly AI agents
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Bitcoin just broke $70K support on a one-two punch: oil spiking and the Fed standing still. BTC dropped below $70,000 as oil prices surged and the Federal Reserve held rates steady, creating a risk-off environment across crypto and equities
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AI agents are dumb about you, and a startup thinks they've figured out why. Nyne raised $5.3M seed from Wischoff Ventures and South Park Commons to build data infrastructure that gives AI agents personal context about users.
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SpaceX is rewriting the IPO playbook by splitting banking roles like a product release, not a financial event.
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xAI is poaching Thinking Machines Lab talent while its founding team walks out the door, and that tells you everything about where Musk's AI bet is headed.
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Enterprise software is about to stop looking like software. A startup just raised $12 million to replace traditional enterprise interfaces with prompt-based AI systems The pitch: why click through 47 menus when you can just ask for what you need
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A Berkeley PhD project turned leaderboard now decides which AI models get funded, which get headlines, and which get forgotten.
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An AI drone software company just posted a 1,200% gain in 48 hours, the best US market debut in almost a year. Swarmer Inc., an AI drone software maker, surged over 1,200% in two days, marking the strongest US stock debut in nearly twelve months
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A six-month-old company run by a former coal miner just became AI's riskiest bet, planning to go from $1.5 billion to $30 billion in revenue in two years by building what could be America's largest data center.
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JPMorgan just pulled the plug on a $5.3 billion debt deal for Qualtrics because investors are spooked that AI is eating survey software for breakfast. JPMorgan suspended Qualtrics' $5.3 billion debt financing amid investor concerns about software valuations and AI displacement
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Google's ex-venture arm just raised $220 million to hunt seed-stage AI founders, and the timing tells you everything about where the smart money thinks the agent economy is heading.
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Microsoft just bought Cove's team and killed the product in the same breath. Microsoft acquired the team behind Cove, a Sequoia-backed AI collaboration platform, in an acqui-hire that shuts down the service April 1.
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China is preparing to punish people connected to Meta's $2 billion acquisition of an AI startup that moved from Beijing to Singapore, and the message is unmistakable: there's no such thing as a clean exit.
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The AI auditing the AI just crossed the billion-dollar threshold.
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