Venture Capital

🔗 AI Boom Rebuilds the Stock Market

a16z’s State of Markets II report says technology generated about 76% of S&P 500 profit growth in 2026. Capital is shifting from software toward physical... Read more →

✊ Trump Forms Super Intelligence Force

Trump announced a Super Intelligence Force on Sunday, led by intelligence chief Jay Clayton. It includes the FTC chair, the Pentagon research under secretary,... Read more →

❕ Long-Term Unemployment Is Rising

Nearly 2 million Americans have been out of work for over 6 months, the 3rd-worst stretch since the Great Recession. Long-term unemployment now represents 27% of all... Read more →

🚀 SpaceX Revenue Mix Shifts

Elon Musk says ~90% of $SPCX revenue this year will be commercial, with government revenue below 5% in Q4.

Starlink has shifted SpaceX toward a connectivity platform, not... Read more →

📊 US Bond Yields Reverse Jobs-Data Move

US bond yields have reversed the entire move caused by weaker-than-expected jobs data and are back near multi-decade highs.

A move this sharp leaves the... Read more →

September made no sense.

Stocks barely moved, bonds had their worst month in years, and crypto had its best month in 8 months.

Here's how everything played out:

🖱 S&P 500 fell -0.59% but overall 78% of... Read more →

😺 OpenAI Targets Another Raise

NVDA completed its final $10B installment of the $30B commitment as the round closed at an $852B valuation.

OpenAI targets another ~$30B raise at about $1.4T, driven by... Read more →