Are AI startups just GTM for OpenAI? Moats, margins, and moves
What Changed and Why It Matters AI startups rode an API wave. Many launched as thin wrappers on foundation models from OpenAI, Anthropic, and Google. The result: fast demos, fragile…
AI Operating Layers Are Arriving: €4M Bets on Autonomous Workflows
What Changed and Why It Matters AI is shifting from chat to execution. The money is following. In recent weeks, European investors backed two €4M rounds aimed squarely at the…
Accelerators are done with AI wrappers: what gets funded now
What Changed and Why It Matters Accelerators have shifted from “more demos” to “fewer, deeper bets.” The new filter is simple: defensibility over demos. The signal this week: Google and…