Why Nvidia’s $150M Baseten Bet Makes Inference the New Moat
What Changed and Why It Matters Nvidia quietly wrote a $150M check into Baseten, an AI inference platform, as part of a larger $300M round that reportedly values the company…
AI Eats DevOps: the $5.5B Signal Reshaping Software Operations
What Changed and Why It Matters AI isn’t a feature anymore. It’s becoming the operational backbone. Two things tipped the market. First, AI budgets jumped from experiment to line item.…
Stacked AI Rounds: Scarcity Signal or the Next Big Bubble Risk?
What Changed and Why It Matters AI funding is accelerating as public market signals turn cautious. Reuters notes rising bubble concerns with valuation gauges flashing hotter than the dot-com era.…