Your Moat Can’t Be a Prompt: Lessons From Recent Startup Shutdowns
What Changed and Why It Matters A pattern is emerging across 2024–2025: AI startups with slick demos are shutting down, and the post-mortems point to the same root cause —…
Inside the $1B Race to Scale Spatial AI: World Labs, Autodesk, Nvidia
What Changed and Why It Matters A new AI frontier is getting funded at LLM-scale: spatial intelligence. World Labs—founded by Fei-Fei Li—has reportedly raised $1B to build “world models,” with…
Inside the global race to build the rails for agentic commerce
What Changed and Why It Matters Agentic commerce is moving from flashy demos to hard infrastructure. In the last cycle, Google proposed an open standard for agent-driven shopping and rolled…