Inside the $2B AI collar bet: from capex frenzy to data moats
What Changed and Why It Matters Investor mood is shifting from euphoria to scrutiny. Hardware spend has surged. Now the market wants proof the AI flywheel actually spins. “Investors had…
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…
Inside the $18B Moonshot to Lead Frontier AI: Perplexity and Power
What Changed and Why It Matters Perplexity reportedly raised funding at an $18B valuation. That single data point reframes the race. The frontier isn’t just model quality. It’s distribution, compute,…