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China-US Shift: Who Builds What, and implications for Venture Investing.
China’s retreat from U.S. Treasuries, combined with its rise in global manufacturing and tech, signals a rebalancing of power. This macro shift has deep implications for venture investing, supporting critical infrastructure, energy and defense.
IPO Returns: How Are The Latest Ten Tech IPOs faring in the Public Market
FatPipe and CoreWeave deliver triple-digit gains post-IPO, capturing attention in early secondary markets. Meanwhile, Ibotta and MNTN show sharp losses. We analyze short-term IPO returns and identify emerging winners for secondary venture capital investors.
AI Infrastructure Startups: The Emerging Leaders Reshaping Compute, Data, and Robotics
Explore the top emerging startups in AI infrastructure, from fast inference chips to quantum computing. This snapshot reveals competitive clusters across five high-growth segments: hardware, cloud compute, data platforms, robotics, and quantum. Gain insight into which firms are defining the next wave of AI.
The AI Arms Race: How China tries to Overtake the U.S. by 2030
China is racing to surpass the U.S. in AI dominance by 2030, leveraging state subsidies, aggressive data collection, and alleged IP theft. With companies like DeepSeek and Huawei leading the charge, how can America maintain its edge?