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,…
What Changed and Why It Matters AI funding didn’t just bounce back in 2025. It restructured around fewer, bigger winners. Competition for access is forcing VCs to accept smaller ownership…
What Changed and Why It Matters Nvidia put $2 billion into CoreWeave and backed a 5 GW buildout of AI infrastructure. The money isn’t just capital—it’s a playbook. The shift:…