AI Infrastructure

Jan 9, 2026

SpaceX wants $1.5 trillion. At 60x sales. For a hardware company.

Boeing trades at 1.7x sales. SpaceX wants 60x. Here is the "AI Infrastructure" play hidden in the rockets.

Jan 2, 2026

Nvidia just spent $20 billion to NOT acquire a competitor.

They bought the team, the tech, and the future, but called it a "license." Welcome to the era of regulatory arbitrage.

Dec 12, 2025

43% of VC funding went to 14 companies last month. The middle class of startups is dead.

Everyone's celebrating "funding is back." Nobody's noticing only mega-rounds are back. Here's why 95% of startups are now unfundable.