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…
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…
Inside the $200M bet on verified AI to make generated code safe
What Changed and Why It Matters Axiom raised $200M to prove AI-written code is safe to run. Menlo Ventures led the Series A at a reported $1.6B valuation. This isn’t…