AUGUST 9, 2026
AI Harness' ARR Multiples
Harvey, Legora & Sierra each announced crossing $100m in ARR within nine months of each other. The market priced them at 50x, 56x & 100x.
Venture Capital
JULY 10, 2026
Three Years In
How AI reshaped the software stack, venture stage definitions, and the firms that win over three years.
JUNE 26, 2026
What If There Is No Moat Yet?
At the application layer, moats are lagging, earned through scale & brand. At infrastructure, capital intensity demands a leading moat at founding.
FEBRUARY 23, 2026
SpaceX, OpenAI & Anthropic IPOs : A $3 Trillion Stress Test
Three mega-IPOs would require more liquidity than the last decade of IPOs combined
FEBRUARY 19, 2026
A Third, A Third, A Surprising Third
VC exits have transformed from IPO-dominated to three equal channels. Secondaries now claim 31% of exit value, rivaling M&A & IPOs for the first time.
DECEMBER 23, 2025
Scoring 2025's Predictions
Scoring the 2025 technology & venture capital predictions. A review of the IPO market, Google's AI surge, voice interfaces, VC investment levels, & data infrastructure consolidation.
DECEMBER 23, 2025
Scoring 2025's Predictions
Scoring the 2025 technology & venture capital predictions. A review of the IPO market, Google's AI surge, voice interfaces, VC investment levels, & data infrastructure consolidation.
DECEMBER 22, 2025
12 Predictions for 2026
12 predictions for 2026 : AI agents out-earn people, the web flips to agent-first design, stablecoins hit 30% of global payments, & Cloudflare becomes the gatekeeper for agentic payments.
JULY 28, 2025
Why Seed Rounds Are Growing as Startups Shrink
Discover why seed rounds under $5M dropped from 62.5% to 33% of deals, as VC fundraising doubled to $81.2B. Key insights for startup founders raising capital.
MARCH 9, 2025
How Much Is A Venture Firm Worth?
Explore how top venture capital firms like KKR & Blackstone built $177B+ valuations. Key insights on PE firm economics, market caps & industry evolution.
