Insights & Events
Articles and events on venture capital, M&A, AI, and strategic advisory.
Articles and events on venture capital, M&A, AI, and strategic advisory.
80+ articles across M&A, strategy, sales, and AI.
Hand an agent a tested playbook and scores jump from 36.6% to 52.8%. Let it write its own: 0.5 points. Same lesson for waterfalls, term sheets, and cap tables.
Anthropic is closer to listing than OpenAI. Stripe has reportedly agreed to buy OpenRouter for more than $7B. Dario Amodei's August 15 posts are the policy tone buyers should actually underwrite: harder tests at the frontier, fewer slogans, and an admission that the big benefits are still unpaid.
Who is actually building in Querétaro (CloudHQ, Kio, ODATA, AWS, Microsoft, Equinix, Ascenty, Scala, Layer 9), what Plan México can fund, and the FDI and power numbers that tie the U.S. and Mexico together.
Mark Zuckerberg’s The Future Is for Everyone stakes Meta’s AI philosophy on equality, personal empowerment, and broad access. Here is the short take, plus Meta’s latest AI moves since 2025: Scale AI, Manus, Play AI, and the OpenClaw / Peter Steinberger episode.
Hyperscaler AI capex toward $720–830B, U.S. data-center construction above $50B annualized, and Querétaro inventory up ~450% YoY: how AI infrastructure is carrying North America's 2026 growth story while rates stay sticky near 3.6%.
Claude Design and Microsoft 365 add-ins put pitch decks and models inside the tools sales and finance already use. Apollo is deploying Claude for investing workflows. The real blocker is not capability. It is how IT and compliance learn to say yes.
Four DeepTech rounds that matter for AI and software operators: CuspAI at $2.6B, Proxima Fusion at €2.4B, PsiQuantum at $7B, and Nearfield at $1.6B. Materials, fusion, quantum, and chip inspection are getting infrastructure-scale capital.
Sales AI for cold-call practice (think Tough Tongue AI) is vertical software, not a chatbot trick. About $2.99B flowed into vertical AI from Jan through early July 2026. The moat is workflow, scoring, and call data.
Munich-based microagi raised $55M (Germany's largest seed) to scale robotics deployment, while its Shift app turns free NYC home cleanings into first-person training data. The round also mirrors a wider pattern: AI seed checks and valuations keep climbing.
SAP completes its acquisition of Prior Labs — the Freiburg TabPFN pioneer — committing more than €1 billion over four years to scale structured-data AI as an independent frontier lab.
Moonshot AI will release full Kimi K3 weights on July 27, 2026 — the largest open-weight frontier model yet, with hosted API access live today via Kimi Code and OpenRouter.
Moonshot AI's Kimi K3 scored 1,679 on Arena.ai's Frontend Code leaderboard within hours of launch — a blind human-preference win that reframes the coding-model race.
A concise deal sheet for the busiest frontier-AI fortnight of 2026 — model launches, strategic acquisitions, and infrastructure megarounds reshaping corp-dev timelines.
SAP's Prior Labs deal shows how strategics value independent AI labs, open-source traction, and structured-data moats — a diligence framework for the next wave of frontier acquisitions.
Fireworks AI closed a $1.5B Series D at a $17.5B valuation with NVIDIA participating — crossing $1B ARR as daily token volume jumps from 15T to 40T+.
Frontier model leaderboards rotate weekly. M&A and corp-dev teams need task-level eval frameworks — not vendor benchmarks — before pricing AI assets or signing LOIs.
Kimi K3 tops coding arenas while finance-agent evals stall below 60% — the eval gap explains why AI acquisitions fail post-close and how to price the risk.
Meta's first paid frontier API forces a procurement reset — pricing, data handling, model routing, and how Muse Spark 1.1 fits alongside existing OpenAI and Anthropic contracts.
Google delays Gemini 3.5 Pro to rebuild its base model while Meta ships cut-price Muse Spark 1.1, two rational bets on where 2026 enterprise AI budgets actually go.
OpenAI splits its GPT-5.6 launch into three tiers (Sol, Terra, and Luna) behind a government-gated rollout. What the tiering means for pricing, procurement, and model-routing strategy.
Meta Superintelligence Labs releases Muse Spark 1.1 with a 1M context window and a public Model API preview at $1.25/$4.25 — Meta's first move into the paid frontier tier alongside OpenAI and Anthropic.
Citable figures on AI, M&A, and Herbert Marchetti's network
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