AI Is Breaking ARR — The Metrics Smart Founders Should Track
What Changed and Why It Matters AI is moving software from seats and licenses to workflows and tokens. That shift breaks the clean predictability of classic ARR. Across investor memos,…
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…
AI grabs half of Europe’s tech funding — the forces behind it
What Changed and Why It Matters AI crossed a new line in Europe. For the second straight quarter, more than half of all tech funding went to AI startups. Crunchbase…