AI may live in the cloud, but the cloud is running out of places to live. As power, water, land and regulation constrain traditional data centres, compute is moving into containers, converted warehouses, power stations, ships and even orbit.
Frontier AI labs are raising billions on the strength of elite teams, expensive compute and the promise of AGI, often before proving product-market fit or revenue. As founders and researchers move rapidly between rival labs, investors must ask whether they are funding durable companies or temporary collections of highly portable talent.
Anthropic is reportedly considering a $6 billion acquisition of Israeli AI startup Decart. Beyond its eye-catching video models, Decart’s real value may lie in technology that makes AI inference faster and cheaper—while giving Anthropic a significant foothold in Israel’s thriving AI ecosystem.
The honest state of early-stage funding: Data-driven signals from 128 tracked rounds in H1 2026
AI has made company creation faster than ever. But for VCs, allocating capital has become more complicated, more concentrated and more consequential.
Agentic AI is really two very different bets: infrastructure and vertical applications. A Remagine Ventures take on where the value sits, and why token costs, non-determinism, and security will decide who survives.
AI coding tools are making software faster and cheaper to build. That does not make software startups easier to fund.
For more than a decade, the venture capital world revolved almost entirely around software, chasing SaaS efficiency, product-led growth, and asset-light digital scale. But today, the energy in the market is shifting. We are quietly navigating the “SaaS-pocalypse” (see my…
Are we in a venture bubble, or at the beginning of the biggest technology investment cycle of our lifetimes?
While venture capital remains a relationship-driven business at its core, the industry is rapidly transitioning and adopting AI automation across the various tasks of a VC fund
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