Agent Security Becomes a Category: Inside Palo Alto’s Portkey Bet
What Changed and Why It Matters Palo Alto Networks is acquiring Portkey, an AI gateway startup. The goal: secure the rise of AI agents with a centralized control plane. “Portkey…
Nebius’ $643M bet: inference optimization over more GPUs to win on cost
What Changed and Why It Matters Nebius plans to acquire Eigen AI for about $643 million in cash and stock. The target is a 20‑person MIT‑affiliated team focused on inference…
Europe’s AI mafia moment: alumni networks reshape funding flows
What Changed and Why It Matters The center of gravity in AI company formation is shifting toward alumni networks. Former employees of top labs and scaled AI companies are spinning…