Why Founders Bet on Deep Tech Before Markets Exist — and Win
What Changed and Why It Matters Founders are taking deep tech bets before clear markets exist. The risk profile has shifted. The commercialization gap is still real, but it’s narrower.…
From demos to dollars: why AI startups are going revenue-first
What Changed and Why It Matters AI startups are recalibrating from eye-catching demos to revenue-first execution. The catalyst: inference costs, investor scrutiny, and a maturing buyer. Commonfund highlights a new…
How saying no to Apple forged a Chinese AI giant
What Changed and Why It Matters Apple launched Apple Intelligence at WWDC—but didn’t say a word about China. That silence was the story. It signaled a structural split in AI:…