The Rare Earth Renaissance: 2026 Deeptech Allocation
Software may be eating the world, but the physical infrastructure of the 21st century (from generative AI data centers to autonomous defense systems) still runs on rocks.
Category AI Infrastructure
The Chokepoint Thesis: Moats, Affordance and Diffusion
Building Defensibility at the Narrowest Points of the System
Israeli startup Landscape Collection 2026
This is the 2026 Israeli startup landscape collection by VC Cafe. The post will be updated regularly throughout the year as new maps are published.
AI Venture Market 2026: Why AI Is No Longer Just a Category
Global AI funding hit $225.8 billion in 2025. This breakdown explains how AI became the center of venture investing, from infrastructure to agentic software.